Wealthbox

Cloud-based CRM solution for financial advisors

placeProvidence, Rhode Island, United States calendar_todayFounded 2012 groups64 employees language wealthbox.com

Social engagement

Social engagement: 16.3K social following, 7 posts in the last 12 months — around the industry typical range.

Investor mix

3 investors on record.

Investor typeCountShare
Venture capital133%
Private equity267%

Recent activity

29 Jun 2026
Product launch
Wonderbox: Cross-Workspace Reporting
23 Jun 2026
Event
Customizations & Custom Fields
16 Jun 2026
Event
Tuesday Tips: Creating Templates
Coming soon