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, including financial advisors, wealth management firms, and banks. Founded by Starburst Labs, Inc. in New York City, the platform is hosted on Amazon Web Services, ensuring reliable cloud infrastructure. Designed with simplicity and intuition in mind, it enables users to efficiently manage client relationships and streamline operations.
The CRM application centralizes notes, emails, and financial data, and provides tools for pipeline management, workflow automation, and seamless integrations with over 150 custodial platforms and wealthtech applications. It supports collaborative work within advisory firms and is recognized for a user-friendly interface and a strong return on investment. Continuous feature enhancements keep the platform aligned with the evolving needs of financial professionals since its launch in 2014.
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