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
L'azienda oggi
- Headcount
- 144 (2026-01-01)
- Follower
- 16’267 (2026-06-19)
- HQ
- Providence, Rhode Island, United States
Specializzazioni
Crescita del personale
Basato su dati LinkedIn.
18%6M
41%1A
97%2A
144dipendenti oggi
Dati chiave
- Settore
- Financial Services
- Concorrenti
- Redtail TechnologySalesforceOrion
- Clienti
- Wealthbox CRM's customers include financial advisors, enterprise firms, banks and credit unions, family offices, trust companies, and broker-dealers.
- Dipendenti
- 144
- Follower
- 16’267
- Review creata
- Ultima verifica
Wealthbox solves poor CRM adoption for financial advisors with an intuitive, collaborative platform plus AI note-taker and 150+ integrations — faster usage, more power.
Novità (90 giorni)
Novità
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.
Azienda
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
LinkedIn ↗