Wealthbox

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.

Basic Information

Contact Details

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

Key Focus Areas & Initiatives

• crm
• wealthtech
• saas
• fintech
• financial services
• fin tech
• invest online
• wealth management
• finance
• activity streams
• client communication tools
• enterprise features
• client data security compliance
• reporting and analytics
• user adoption
• client account overview
• custodial platform integration
• financial technology
• workflow templates
• client relationship analytics
• contact management
• calendar integration
• custom fields
• portfolio integrations
• client onboarding automation
• collaborative workspace
• client data export
• client data import
• wealthtech ecosystem integration
• client prospecting
• client management
• mobile crm
• client relationship automation
• file storage
• financial planning
• platform scalability
• client data synchronization
• client activity stream
• workflow automation
• lead generation
• services
• opportunity tracking
• advisory team collaboration
• marketing automation
• wealthtech integration
• api integration
• mobile app
• soc 2 certified
• b2b
• wealth management crm
• migration support
• advisory firm tools
• advisory firm scalability
• wealthtech integrations
• advisory practice growth
• advisor productivity tools
• crm for financial advisors
• data security
• multi-user permissions
• client activity updates
• small practice support
• client relationship insights
• client data accuracy
• securities and commodity contracts intermediation and brokerage
• wealth management digital tools
• wealth management software
• calendar events
• client data security
• client data privacy
• custom workflows
• secure crm
• email sync
• client engagement
• client data deduplication
• client communication automation
• client prospecting automation
• client onboarding tools
• client notes and files
• cloud security
• portfolio management
• client prospecting tools
• integrations with custodial platforms
• client interaction logging
• client onboarding
• two-way email sync
• client account data
• system reporting
• client management automation
• enterprise wealth management
• email marketing integration
• tagging and filtering
• permissions control
• advisory practice growth tools
• client relationship management
• enterprise crm
• investment management
• desktop & mobile apps
• client engagement platform
• tagging and grouping
• security features
• single sign-on
• user-friendly interface
• large firm support
• wealth management workflow
• opportunity management
• automated workflows
• task management
• modern design
• cloud-based crm
• client communication
• automation
• wealthtech ecosystem
• client activity tracking
• financial advisors
• pipeline management
• email integration
• client relationships
• soc 2 compliance
• collaborative tools
• reporting system
• enterprise support
• two-way sync
• real-time updates
• task assignment
• third-party integrations
• cloud-based
• lead management
• data migration
• account administration
• masking of sensitive data
• compliance solutions
• role-based permissions
• calendar sync
• highlighted insights
• feedback loops
• data visualization
• signature tools
• team collaboration
• meeting management
• financial analytics
• account management
• sales
• enterprise software
• enterprises
• computer software
• information technology & services
• finance technology
• marketing & advertising
• computer & network security
• productivity

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