# Wealthbox

**Source:** https://www.startuphub.ai/startups/wealthbox
**Profile type:** Startup

> CRM and practice management software for financial advisors.

## 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

- **Slug:** wealthbox
- **Website:** https://www.wealthbox.com/
- **Location:** North Palm Beach, United States
- **Founded:** 2014-01-01
- **Employees:** 146
- **Operating status:** Active
- **Sectors / tags:** Fintech, CRM, Vertical SaaS, LegalTech, Financial Services Software
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/wealthboxcrm
  - Twitter: https://x.com/intent

## 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.

### What is Wealthbox's revenue?

StartupHub estimates Wealthbox's annual revenue at $13.8M (range $13.0M to $27.1M, 65% confidence), based on comparable companies in the sector.

### 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.

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