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.
Technology stack
detected 2026-06-10Est. monthly stack spend~$1,310/mo
CDN
Cloudflare
Email
Google Workspace
Stack
jQuery
Bootstrap
WordPress
Analytics
Google Tag Manager
SEO
All in One SEO
Compliance
GDPR
CCPA
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Frequently asked
What does Wealthbox do?
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.
Where is Wealthbox headquartered?
Wealthbox is headquartered in North Palm Beach, United States.
When was Wealthbox founded?
Wealthbox was founded in 2014.
What industry does Wealthbox operate in?
Wealthbox operates in Fintech, CRM, Vertical SaaS, LegalTech, Financial Services Software.
How many employees does Wealthbox have?
Wealthbox has approximately 146 people on record.