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 StatesÉquipe144
L'entreprise aujourd'hui
- Effectif
- 144 (2026-01-01)
- Followers
- 16’267 (2026-06-19)
- HQ
- Providence, Rhode Island, United States
Spécialités
Croissance des effectifs
Basé sur les données LinkedIn.
18%6M
41%1A
97%2A
144Collaborateurs aujourd'hui
Faits
- Secteur
- Financial Services
- Concurrents
- Redtail TechnologySalesforceOrion
- Clients
- Wealthbox CRM's customers include financial advisors, enterprise firms, banks and credit unions, family offices, trust companies, and broker-dealers.
- Collaborateurs
- 144
- Followers
- 16’267
- Review créée
- Dernière vérification
Wealthbox solves poor CRM adoption for financial advisors with an intuitive, collaborative platform plus AI note-taker and 150+ integrations — faster usage, more power.
Actualités (90 jours)
Actualités
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.
Entreprise
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
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