Verified fintech
Wealthbox
- Headquarters
- Providence, RI
- Website
- wealthbox.com
- Category
- Wealth & investing
About
Wealthbox is customer-relationship-management software for financial advisors and advisory firms. It combines contact and household management, email, workflows, pipeline tracking and reporting in one system, with automation and AI features for tasks such as notes and follow-ups. It integrates with many portfolio, email and compliance tools, serving independent advisors through to larger enterprises.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.