Insights

Strategic Partnerships Wealthbox has established recent partnerships with key players in the financial services sector, such as New Hampshire Trust Company, Heartland Bank and Trust Company, and Accurate Advisory Group, indicating potential sales opportunities through collaboration with these entities.

Product Enhancements The launch of updated features like the 'Workflows' feature showcases Wealthbox's commitment to innovation and improvement, presenting an opportunity for sales teams to engage existing and potential clients with cutting-edge solutions.

New Executive Team With the addition of experienced leaders like Shawn Preisler as VP of Sales and other key executives, Wealthbox demonstrates a focus on expanding its sales capabilities and market reach, suggesting opportunities for strategic sales engagements under new leadership.

Integration Partnerships Wealthbox's integration with Advisor I/O, LLC highlights a commitment to offering comprehensive solutions by partnering with complementary service providers, opening doors for sales teams to explore bundled offerings and increased market penetration.

Market Expansion Wealthbox's revenue range of $10M - $50M positions the company as a mid-sized player in the financial services sector, presenting sales opportunities for expanding their client base and capturing market share within this segment.

Wealthbox Tech Stack

Wealthbox uses 8 technology products and services including MySQL, Twitter Emoji (Twemoji), AngularJS, and more. Explore Wealthbox's tech stack below.

  • MySQL
    Database
  • Twitter Emoji (Twemoji)
    Font Scripts
  • AngularJS
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Retargeting
    Marketing Automation
  • Ruby
    Programming Languages
  • JavaScript
    Programming Languages
  • Google Plus
    Widgets

Media & News

Wealthbox's Email Address Formats

Wealthbox uses at least 1 format(s):
Wealthbox Email FormatsExamplePercentage
first.last@wealthbox.comJohn.Doe@wealthbox.com
78%
flast@wealthbox.comJDoe@wealthbox.com
18%
last@wealthbox.comDoe@wealthbox.com
3%
first@wealthbox.comJohn@wealthbox.com
1%

Frequently Asked Questions

Where is Wealthbox's headquarters located?

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Wealthbox's main headquarters is located at United States, US. The company has employees across 2 continents, including North AmericaEurope.

What is Wealthbox's official website and social media links?

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Wealthbox's official website is wealthbox.com and has social profiles on LinkedIn.

How much revenue does Wealthbox generate?

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As of June 2024, Wealthbox's annual revenue reached $15M.

What is Wealthbox's NAICS code?

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Wealthbox's NAICS code is 52 - Finance and Insurance.

How many employees does Wealthbox have currently?

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As of June 2024, Wealthbox has approximately 86 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Of Enterprise Sales: J. B.Vice President Of Support: K. K. P.Vice President Of Engineering: M. L.. Explore Wealthbox's employee directory with LeadIQ.

What industry does Wealthbox belong to?

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Wealthbox operates in the Financial Services industry.

What technology does Wealthbox use?

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Wealthbox's tech stack includes MySQLTwitter Emoji (Twemoji)AngularJSjQuery MigrateRetargetingRubyJavaScriptGoogle Plus.

What is Wealthbox's email format?

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Wealthbox's email format typically follows the pattern of . Find more Wealthbox email formats with LeadIQ.

When was Wealthbox founded?

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Wealthbox was founded in 2014.
Wealthbox

Wealthbox

Financial ServicesUnited States, United States51-200 Employees

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required. 

Section iconCompany Overview

Headquarters
United States, US
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    Wealthbox's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Wealthbox's revenue is in the range of $10M$50M

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