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
Company snapshot
- Headcount
- 144 (2026-01-01)
- Followers
- 16,267 (2026-06-19)
- HQ
- Providence, Rhode Island, United States
Specialities
Headcount growth
Based on LinkedIn data.
18%6m growth
41%1y growth
97%2y growth
144total employees
Facts
- Industry
- Financial Services
- Competitors
- Redtail TechnologySalesforceOrion
- Customers
- Wealthbox CRM's customers include financial advisors, enterprise firms, banks and credit unions, family offices, trust companies, and broker-dealers.
- Employees
- 144
- Followers
- 16,267
- Review created
- Last reviewed
Wealthbox solves poor CRM adoption for financial advisors with an intuitive, collaborative platform plus AI note-taker and 150+ integrations — faster usage, more power.
Recent (last 90 days)
News & updates
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.
Company
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
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