Wealthbox | LinkedIn (original) (raw)

About us

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Industry

Financial Services

Company size

51-200 employees

Headquarters

United States

Type

Privately Held

Founded

2014

Specialties

CRM, WealthTech, SaaS, and Fintech

Products

Wealthbox

Customer Relationship Management (CRM) Software

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc.

Locations

Employees at Wealthbox

Updates

📣 New in Wealthbox: AI for Reports! Users can now create detailed, customized reports in seconds, saving time and effort. Learn more 👉 https://lnkd.in/gJdjcPaf
7,584 followers
3d Edited
Next week the innovation continues, with 4 new - and powerful! - features being released in Wealthbox. ...Stay tuned! 🚀
⏳ Starting soon! Join us at 2 PM ET to find out how insanely easy – and fast – it is to switch to Wealthbox. It's not too late to sign up 👉 https://lnkd.in/gNEZ3FYW
📣 New in Wealthbox: User Management Features for Large Firms and Enterprises! Admins can now manage users, set permissions, and oversee multiple workspaces. Learn more 👉 https://lnkd.in/dQFpZGSf
Wealthbox is heading to #SchwabIMPACT! Join us Nov 19-21 in San Francisco, CA, and get a firsthand look at our latest features!
Wealthbox reposted this

CEO & Cofounder of Wealthbox
6d
Enterprise firms, as Thursday draws near, Wealthbox redefines how users appear...

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