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.
Insights
Strategic Partnerships Wealthbox has established multiple strategic partnerships with industry players like Stonebridge Financial Group, Community Bank NA, and New Hampshire Trust Company, indicating a strong network of potential leads through collaboration.
Tech Integration Recent integrations with companies like Moxtra Inc, VRGL, and Accurate Advisory Group showcase Wealthbox's commitment to technology collaboration, opening avenues for cross-selling opportunities with clients of these tech partners.
Client Acquisition Successful client acquisitions such as Heartland Bank and Trust Company position Wealthbox as a trusted solution provider in the financial services sector, presenting an opportunity to leverage these client successes for further market penetration.
Competitive Landscape Wealthbox's focus on client-centric CRM solutions distinguishes it in a competitive landscape with companies like NexJ Systems and Redtail Technology, offering a unique value proposition that can be emphasized during sales pitches.
Market Expansion With a strong market presence in the United States and a revenue range between $10M - 50M, Wealthbox is poised for potential expansion opportunities in untapped regions or through service diversification to capture new client segments.
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Wealthbox Tech Stack
Wealthbox uses 8 technology products and services including MySQL, Twitter Emoji (Twemoji), AngularJS, and more. Explore Wealthbox's tech stack below.
- MySQLDatabase
- Twitter Emoji (Twemoji)Font Scripts
- AngularJSJavascript Frameworks
- jQuery MigrateJavascript Libraries
- RetargetingMarketing Automation
- RubyProgramming Languages
- JavaScriptProgramming Languages
- Google PlusWidgets
Media & News
Wealthbox's Email Address Formats
Wealthbox uses at least 1 format(s):
| Wealthbox Email Formats | Percentage |
| First.Last@wealthbox.com | 79% |
| FLast@wealthbox.com | 17% |
| Last@wealthbox.com | 3% |
| First@wealthbox.com | 1% |
Frequently Asked Questions
Where is Wealthbox's headquarters located?
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?
Wealthbox's official website is wealthbox.com and has social profiles on LinkedIn.How much revenue does Wealthbox generate?
As of September 2024, Wealthbox's annual revenue reached $15M. What is Wealthbox's NAICS code?
Wealthbox's NAICS code is 52 - Finance and Insurance.How many employees does Wealthbox have currently?
As of September 2024, Wealthbox has approximately 85 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Of Enterprise Sales: J. B.Vice President Of Sales: J. P.Vice President Of Engineering: M. L.. Explore Wealthbox's employee directory with LeadIQ.What industry does Wealthbox belong to?
Wealthbox operates in the Financial Services industry. What technology does Wealthbox use?
Wealthbox's tech stack includes MySQLTwitter Emoji (Twemoji)AngularJSjQuery MigrateRetargetingRubyJavaScriptGoogle Plus. What is Wealthbox's email format?
Wealthbox's email format typically follows the pattern of . Find more Wealthbox email formats with LeadIQ. When was Wealthbox founded?
Wealthbox was founded in 2014.
Company Overview
- Headquarters
- United States, US
- Website
- wealthbox.com
- NAICS Code
- 52 - Finance and Insurance
- Founded
- 2014
- Employees
- 51-200
Funding & Financials
- $10M$50M
Wealthbox's revenue is in the range of $10M$50M
Funding & Financials
- $10M$50M
Wealthbox's revenue is in the range of $10M$50M
Company Leadership
J. B.Vice President Of Enterprise Sales
J. P.Vice President Of Sales- M. L.Vice President Of Engineering
S. C.Head Of Product & Operations- A. F.Head Of Enterprise Customer Success & Onboarding
Employee Directory
- S. P. P.Svp Of Revenue
- S. C.Head Of Product & Operations
- M. L.Vp Of Engineering
- A. F.Head Of Enterprise Customer Success & Onboarding
- J. P.Vice President Of Sales
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