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.
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.
Wealthbox uses 8 technology products and services including MySQL, Twitter Emoji (Twemoji), AngularJS, and more. Explore Wealthbox's tech stack below.
Wealthbox Email Formats | Percentage |
First.Last@wealthbox.com | 79% |
FLast@wealthbox.com | 17% |
Last@wealthbox.com | 3% |
First@wealthbox.com | 1% |
Financial ServicesUnited States, United States51-200 Employees
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
Wealthbox's revenue is in the range of $10M$50M
Wealthbox's revenue is in the range of $10M$50M