WEALTHBOX
Company Overview
Social Media Profiles
About Wealthbox
Description
Wealthbox is a modern CRM designed specifically for financial advisors, offering a user-friendly interface combined with powerful features. Its emphasis on simplicity eliminates the need for extensive training, making it an ideal choice for wealth management professionals looking to enhance their client relationship management.
Specialties
User-friendly CRM for advisors
Pipeline management with drag-and-drop
Two-way email sync for productivity
Customizable workflows and templates
Integration with 150+ financial apps
Products & Services
Client Relationship Management (CRM)
Workflow Automation Tools
Email and Calendar Integration
Analytics and Reporting
Task Management Features
Contact Information
No contact information available
Competitors & Similar Companies(9)
Redtail Technology
California, • United States
Salesforce Financial Services Cloud
California, • United States
Betterment for Advisors
New York, • United States
MoneyGuidePro
Virginia, • United States
eMoney Advisor
Pennsylvania, • United States
HubSpot CRM
Massachusetts, • United States
Wealthfront
California, • United States
News & Media
Search Terms:
wealthbox
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Frequently Asked Questions about Wealthbox
Where is Wealthbox located?
The headquarter of Wealthbox is located in Providence, Rhode Island, United States
What is the official website of Wealthbox?
The official website of Wealthbox is https://www.wealthbox.com
What industry does Wealthbox belong to?
Wealthbox belongs to the Internet and Technology, Financial Services, Software and SaaS, Fintech industry.
What are the specialties of Wealthbox?
Wealthbox specializes in User-friendly CRM for advisors, Pipeline management with drag-and-drop, Two-way email sync for productivity, Customizable workflows and templates, Integration with 150+ financial apps.
What products and services is Wealthbox likely to offer?
Wealthbox offers Client Relationship Management (CRM), Workflow Automation Tools, Email and Calendar Integration, Analytics and Reporting, Task Management Features.
Who are the competitors of Wealthbox?
Competitors of Wealthbox are Redtail Technology, Salesforce Financial Services Cloud, AdvisorEngine, Betterment for Advisors, MoneyGuidePro, eMoney Advisor, Morningstar Office, HubSpot CRM, Wealthfront.
What does Wealthbox do?
Wealthbox is a modern CRM designed specifically for financial advisors, offering a user-friendly interface combined with powerful features. Its emphasis on simplicity eliminates the need for extensive training, making it an ideal choice for wealth management professionals looking to enhance their client relationship management.