HQ Function

The Providence headquarters serves as the central hub for product development, engineering, sales, marketing, customer support, and overall company operations.

Notable Features:

The office is situated in Davol Square, a historic mill complex that has been renovated into modern office and retail spaces, offering a unique blend of historic charm and contemporary workspace.

Work Culture:

Wealthbox fosters a collaborative, innovative, and customer-centric work culture. As a technology company, it likely emphasizes agility, continuous improvement, and a supportive environment for its employees, many of whom also work remotely.

HQ Significance:

This location is pivotal for Wealthbox's strategic planning, innovation in CRM technology for financial advisors, and coordination of its national and remote teams.

Values Reflected in HQ: The choice of a repurposed historic building may reflect values of innovation grounded in established settings, community integration, and sustainability through adaptive reuse.

Location:

While Wealthbox's primary market focus is financial advisors in the United States, its web-based platform is technically accessible globally to any financial professional with an internet connection. Core operations, including development, support, and sales, are predominantly managed from the US. The product's features and integrations are most aligned with the North American financial advisory ecosystem.

Street Address:

10 Davol Square, Suite A300

City:

Providence

State/Province:

Rhode Island

Country:

USA