Wealthbox Employee Directory
Financial ServicesColorado, United States51-200 Employees
Wealthbox provides a customer relationship management platform tailored to the financial services sector, with a focus on wealth management. The web-based, secure solution emphasizes ease of use, with a claim that no training is required to start using it. Based in Colorado, United States, the company operates at a mid-sized scale and serves advisory teams seeking a centralized way to manage client relationships and related workflows. The product is designed to help advisors engage with clients and manage ongoing tasks. One client example is The Joseph Group, which selected Wealthbox Enterprise as its CRM platform. In June 2026, Wealthbox Enterprise introduced Custom Objects, a feature that lets firms create new record types tailored to their workflows and data needs.
1-888-653-2347 
support@leadiq.com 
