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 recently entered into multiple strategic partnerships with key players in the financial services industry, such as Stonebridge Financial Group, Community Bank NA, and New Hampshire Trust Company. These partnerships highlight the company's ability to collaborate with various organizations and present opportunities for cross-selling and upselling CRM solutions.
Technology Integration Wealthbox's integration with Moxo Inc., VRGL, and other technology companies underscores its commitment to staying at the forefront of technological advancements in client management for financial advisors. This tech-savvy approach could be leveraged to attract clients looking for innovative CRM solutions.
Client-Centric Approach The recent signing of Heartland Bank and Trust Company, known for its client-centric approach, indicates that Wealthbox's CRM platform is resonating with organizations that prioritize operational efficiency and client experience. This presents a sales opportunity to pitch Wealthbox as the solution of choice for companies focused on customer satisfaction.
Geographical Expansion Wealthbox's partnerships with companies like Accurate Advisory Group show a dedication to expanding its market presence beyond its Providence, R.I. headquarters. This expansion into new geographic regions, such as with Stonebridge Financial Group in Pennsylvania, opens avenues for sales representatives to tap into different markets.
Competitive Positioning Although Wealthbox competes with established players like Temenos and Redtail Technology, its highly rated CRM software and revenue in the range of $10M - 50M position it favorably against similar companies like NexJ Systems and Practifi. Leveraging these strengths can be key in differentiating Wealthbox and winning over potential clients.
Similar companies to Wealthbox
Temenos
5.9K
$1BNexJ Systems
78$10M$50MFIS Global
391$1BRedtail Technology
71$10M$50MSS&C Advent
1.7K$100M$1BPractifi
71$10M$50MJunxure
51
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 Support: K. K. P.Vice President Of Sales: J. P.. 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
K. K. P.Vice President Of Support- J. P.Vice President Of Sales
- C. F.Head Of Product Partnerships
S. C.Head Of Product
Employee Directory
- C. F.Head Of Product Partnerships
- K. K. P.Vice President Of Support
- G. R.Vp Of Finance
- S. P. P.Svp Of Revenue
- S. C.Head Of Product
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