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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Wealthbox is a modern CRM platform tailored for financial professionals, including financial advisors, wealth management firms, and banks. Founded by Starburst Labs, Inc. in New York City, it is hosted on Amazon Web Services, providing a reliable cloud infrastructure. The platform is designed to offer a simple and intuitive user experience, enabling users to efficiently manage client relationships and streamline operations.
Featuring a comprehensive CRM application, it organizes notes, emails, and financial information, and offers tools for pipeline management, task and workflow automation. Integrations with over 150 custodial platforms and wealthtech applications support collaboration within advisory firms and facilitate team communication. Since its launch in 2014, it has earned recognition for its user-friendly design and strong return on investment.
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