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
Företaget i dag
- Headcount
- 144 (2026-01-01)
- Följare
- 16 267 (2026-06-19)
- HQ
- Providence, Rhode Island, United States
Specialområden
Personaltillväxt
Baserat på LinkedIn-data.
18%6 mån
41%1 år
97%2 år
144anställda i dag
Fakta
- Bransch
- Financial Services
- Konkurrenter
- Redtail TechnologySalesforceOrion
- Kunder
- Wealthbox CRM's customers include financial advisors, enterprise firms, banks and credit unions, family offices, trust companies, and broker-dealers.
- Anställda
- 144
- Följare
- 16 267
- Recension skapad
- Senast granskad
Wealthbox solves poor CRM adoption for financial advisors with an intuitive, collaborative platform plus AI note-taker and 150+ integrations — faster usage, more power.
Aktuellt (90 dagar)
Aktuellt
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.
Företag
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
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