AI CRM & Lead Management
Wealthbox
Wealthbox solves poor CRM adoption for financial advisors with an intuitive, collaborative platform plus AI note-taker and 150+ integrations — faster usage, more power.
HQProvidence, Rhode Island, United StatesTeam144
Unternehmen aktuell
- Headcount
- 144 (2026-01-01)
- Follower
- 16’267 (2026-06-19)
- HQ
- Providence, Rhode Island, United States
Spezialgebiete
Mitarbeitendenwachstum
Basierend auf LinkedIn-Daten.
18%6M
41%1J
97%2J
144Mitarbeitende heute
Fakten
- Branche
- Financial Services
- Wettbewerber
- Redtail TechnologySalesforceOrion
- Kunden
- Wealthbox CRM's customers include financial advisors, enterprise firms, banks and credit unions, family offices, trust companies, and broker-dealers.
- Mitarbeitende
- 144
- Follower
- 16’267
- Review erstellt
- Zuletzt geprüft
Wealthbox solves poor CRM adoption for financial advisors with an intuitive, collaborative platform plus AI note-taker and 150+ integrations — faster usage, more power.
Aktuelles (90 Tage)
Aktuelles
Wealthbox announces a new partnership with Community Bank, N.A. for CRM implementation, highlighting its benefits for financial professionals in improving client service and operational efficiency.
Unternehmen
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
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