Wealthbox

Read 5 Wealthbox reviews and testimonials from customers, explore case studies and customer success stories, and watch 1 customer videos to see why companies chose Wealthbox as their Financial Advisor CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

Show more
Category:
  • 5 Testimonials View
  • No
    Case Studies Yet     Case Studies
  • 1 Customer Videos View
Customer Rating Review Score based on 1221 reference ratings
4.8/5.0 (1221)

5Testimonials

  • “The open-rate and click-through tracking features in Wealthbox Mail are amazing.”

    Priya Malani Co-Founder

  • “I really like Wealthbox CRM and was fighting to keep it for the last 3 months.”

    Alex Chalekian Founder

  • “Staying updated on social media in Wealthbox allows me to add a personal approach to my work with my clients, beyond just numbers.”

    Rianka Your Greatest Contribution
4 more testimonials currently locked

1 Customer Videos

0 more videos currently locked

Additional Wealthbox Information & Resources

Read Wealthbox Reviews, Testimonials & Customer References from 5 real Wealthbox customers.

Watch Wealthbox Customer Videos to learn why 1 businesses chose Wealthbox.

FeaturedCustomers has 1,899,738+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.