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Wealthbox
AddedJun 27, 2026
UpdatedJun 28, 2026
Wealthbox

Wealthbox

Wealthbox is an AI-powered CRM workspace designed for financial advisors and wealth management firms.

HQ
Providence, RI, US
Overview
Compare
Employees

Wealthbox provides a collaborative CRM platform for financial advisors, enterprise firms, and broker-dealers. The platform features contact management, email integration, opportunity pipeline tracking, workflow automation, calendar sync, reporting, and an AI-powered notetaker. Wealthbox integrates with over 150 leading custodial platforms and wealth-tech applications.

Known for modern product design and intuitive user experience, Wealthbox focuses on simplicity and usability for financial advisor teams of all sizes.

Wealthbox - Products & Services

  • Wealthbox CRM logo

    Wealthbox CRM

    AI-powered CRM workspace designed for financial advisors and wealth management firms.

    Competing Products

    Redtail Technology logo
    Practifi logo

Wealthbox - Similar Companies

Redtail Technology logo

Redtail Technology

Practifi logo

Practifi

practifi.com

Wealth I/O logo

Wealth I/O

wealth-io.com

Wealthawk logo

Wealthawk

wealthawk.com

Wealth logo

Wealth

wealth.com

Wealthfeed logo

Wealthfeed

wealthfeed.com

SeekInvest logo

SeekInvest

seekinvest.com

Wealor logo

Wealor

wealor.ai

Fintrx logo

Fintrx

fintrx.com

Range logo

Range

range.com

Hubly logo

Hubly

myhubly.com

Yourefolio logo

Yourefolio

yourefolio.com

IncomeConductor logo

IncomeConductor

Clientwell logo

Clientwell

paraplanner.ai logo

paraplanner.ai

paraplanner.ai

Wealthbox - Quick Facts

Who are Wealthbox's competitors?

Companies similar to Wealthbox include Redtail Technology, Practifi, Wealth I/O and Wealthawk.

Where is Wealthbox's headquarters located?

Wealthbox's headquarters is located in Providence, RI, US.

Wealthbox - Classification

Industry
  • FinTech
Model
  • B2B SaaS
  • Platform
Revenue
  • B2B Subscription