Wealthbox

Overview

A modern CRM platform tailored for financial professionals, Wealthbox serves financial advisors, wealth management firms, and banks. Developed by Starburst Labs, Inc., the cloud-based solution is hosted on Amazon Web Services, delivering reliability and security for its users. With an intuitive interface, Wealthbox simplifies client relationship management and operational workflows for financial organizations.

Wealthbox's CRM application organizes notes, emails, and financial data, supporting pipeline management, automated tasks, and workflow optimization. With integrations across over 150 custodial and wealthtech platforms, it facilitates collaboration within advisory firms. Since its inception in 2014, Wealthbox has been recognized for its ease of use and strong return on investment, continually evolving its features to meet industry demands.

Basic Information

Contact Details

• Phone: +1 917-475-6625
• Website: wealthbox.com
• LinkedIn: linkedin.com/company/wealthboxcrm

Key Focus Areas & Initiatives

• CRM solutions for financial advisors and wealth management firms
• Client relationship management and communication tools
• Pipeline, opportunity, and activity tracking
• Workflow and task automation
• Integration with custodial platforms and wealthtech apps
• Data security and SOC 2 compliance
• Reporting, analytics, and client insights
• Mobile and desktop app support
• Marketing automation and lead generation
• Collaborative workspace and team coordination
• Calendar integration and synchronization
• Role-based permissions and multi-user support
• Migration and enterprise scalability solutions

Technologies Used

• AI
• Android
• Drift
• Gmail
• Google Apps
• Helpscout
• Microsoft Office 365
• Mixpanel
• Pardot
• Remote
• Reviews
• Route 53
• Salesforce
• Segment.io
• Sendgrid
• WP Engine
• Zendesk

Affiliated Organizations & Regional Branches

• Starburst Labs