About

Wealthbox provides an AI-powered CRM workspace for financial advisors, serving as a central hub to manage client relationships, automate tasks, and drive growth. Its comprehensive features include contact management, email integration, pipeline management, workflow automation, and an AI Notetaker to enhance productivity and client engagement. Wealthbox is recognized as the #1 rated CRM for financial advisors on G2.

Key facts

At-a-glance profile data

Website: wealthbox.com
Headquarters: North Palm Beach, United States
Founded: 2014
Employees: 146
Total funding: -
Business model: B2B

Tech stack

Detected on wealthbox.com, last scanned 12 Sept 2026. Run your own scan

Compliance: SOC 2, GDPR, CCPA
Frontend: jQuery, Bootstrap
Analytics: Google Tag Manager
SEO: All in One SEO
Support: Zendesk
CMS / Builders: WordPress
CDN: Cloudflare
Email provider: Google Workspace
Email marketing: Salesforce Pardot
Status page: Status.io

Add first review

Frequently asked

How many employees does Wealthbox have?

Wealthbox has approximately 146 people on record.