Wealthbox

Modern CRM for Financial Advisors

Hybrid

Some members of the team work remotely, while others are co-located in one or more offices.

💼SaaS

👥11-50

📍New York, NY

Wealthbox

About Wealthbox

Wealthbox is a web and mobile CRM application for financial professionals.

What Wealthbox is building

The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes.

Technologies used at Wealthbox

Front-end (4)

Back-end (2)

React

Vue

Angular

Javascript

Company culture

Modern fintech product

Wealthbox is the workspace hub for investment professionals, integrated with leading financial brands.

High profile work

See your work in action with customers and partners at the top tier of financial services.

Funding rounds

Company type

For Profit

Wealthbox news and updates

Wealthbox received financing of $31M in Series B round of funding on Mar 8th 22'.

Wealthbox, the 8-year-old customer relationship management platform for financial advisors, announced Tuesday a $31 million Series B round of funding lead by private equity firm Frontier Growth.

Jan 1, 2022 | wealthmanagement.com

Frontier Growth partners with Wealthbox

Frontier Growth look forward to the partnership with the Wealthbox team to help financial advisory firms better operate their businesses with Wealthbox as their hub software.

Jan 1, 2022 | frontiergrowth.com

Wealthbox launches CRM platform

Wealthbox, a client relationship management system for financial advisers, will launch its latest CRM platform to integrate widely-used Gmail accounts.

Jan 1, 2020 | investmentnews.com