Wealthbox | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Wealthbox | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Updated October 29, 2025
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Wealthbox is a modern CRM platform tailored for financial professionals, including financial advisors, wealth management firms, and banks.

Employees101
Revenue$10.5M
Total Funding238.3M

Industry & Market

Primary Industry
financial services
All Industries
financial servicesinvestment management
Location
Providence, Rhode Island, United States

Funding Information

Latest Stage
Other
Annual Revenue
$10,500,000

Headcount Distribution

Total Employees
101
Departments
19

By Department

Department Breakdown

Engineering
Sales
Support
Finance
Operations
Arts And Design
Others

Keywords & Focus Areas

crmwealthtechsaasfintechfinancial servicesfin techinvest onlinewealth managementfinanceactivity streamsclient communication toolsenterprise featuresclient data security compliancereporting and analyticsuser adoptionclient account overviewcustodial platform integrationfinancial technologyworkflow templatesclient relationship analytics+10 more
30 total keywords

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.

Key Metrics

Total Employees
XXXX
Total number of employees
Engineering
XX
Number of employees in the engineering department
Sales Team
$XX
Number of employees in the sales department
Marketing
XX
Number of employees in the marketing department
Founded
XXXX
Year the company was founded
Revenue
$XXX,XXX,XXX
Total revenue of the company
Total Funding
$XXX M
Total funding of the company
Market Cap
$XXX,XXX
Market cap of the company

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Contact

Company
Wealthbox
Headquarters
50 Park Row West, Providence, Rhode Island, USA, 02903
Founded
2014
Industry
financial services

Technology Stack

Analytics & Tracking

Not found

Social & Marketing

Not found

Database & Backend

Not found

Cloud & Infrastructure

Not found

Productivity

Not found

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