Wealthbox | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Wealthbox is a modern CRM platform tailored for financial professionals, including financial advisors, wealth management firms, and banks.
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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.
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