About Wealthbox
Wealthbox is a cloud-based customer relationship management (CRM) platform designed specifically for financial advisors and wealth management professionals. The platform provides tools for managing client relationships, tracking interactions, and streamlining workflows. Wealthbox offers features such as task management, contact management, and integration with various financial services tools. The company aims to enhance productivity and improve client engagement for financial advisors through its user-friendly interface and robust functionality. Wealthbox is known for its commitment to providing a seamless experience for its users, allowing them to focus on building and maintaining client relationships.
Company facts
- Industry
- Financial Services
- Sub-industries
- Customer Relationship Management, Wealth Management Software, Financial Technology, Investment Management, Client Engagement Solutions
- Location
- Four States, United States
- Employees
- 51–200
- Founded
- 2014
Products and services
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