Wealthbox is a modern, web-based CRM (Customer Relationship Management) software specifically designed for financial advisors and wealth management firms. It helps advisors manage client relationships, streamline workflows, track tasks, automate processes, and collaborate with their teams. Known for its intuitive user interface, ease of use, and robust integrations with other popular FinTech tools, Wealthbox aims to simplify daily operations and enhance productivity for financial professionals. It offers features like contact management, task management, calendar syncing, email integration (including Wealthbox Mail), and workflow automation, all within a secure cloud-based environment.
The Providence headquarters serves as the central hub for product development, engineering, sales, marketing, customer support, and overall company operations.
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.
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.
This location is pivotal for Wealthbox's strategic planning, innovation in CRM technology for financial advisors, and coordination of its national and remote teams.
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.
10 Davol Square, Suite A300
Providence
Rhode Island
USA
Address: N/A (Remote Workforce)
Supports national operations and talent acquisition by not being limited to a single geographic location for its workforce. Enhances flexibility and work-life balance for employees.
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As of April 2025, Wealthbox' leadership includes:
Wealthbox has been backed by several prominent investors over the years, including:
No major high-profile executive hires or exits have been publicly announced by Wealthbox in the last 12-18 months, suggesting stability in its core leadership team following its growth equity funding. Key leadership roles appear consistent.
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Wealthbox likely uses common corporate email formats. Based on typical structures for tech companies of its size, the most probable formats involve combinations of first name, last name, or initials.
[first_initial][last]@wealthbox.com or [first].[last]@wealthbox.com
Format
jrouke@wealthbox.com or john.rourke@wealthbox.com
Example
80%
Success rate
Business Wire • March 12, 2024
Wealthbox unveiled new AI-powered features integrated into its CRM platform. These features, part of 'Wealthbox AI,' include AI-generated email drafts, text message drafts, task narratives, meeting notes summaries, and record summaries, aiming to save advisors time and enhance client communication....more
GlobeNewswire • February 21, 2024
FMG Suite, a SaaS company specializing in marketing software for financial advisors, announced a new integration with Wealthbox. This allows mutual customers to sync contacts between the two platforms, streamlining marketing efforts and data management....more
WealthManagement.com • September 26, 2023
Wealthbox announced an integration with Altruist, a custodian for RIAs. This integration allows advisors to view client account balances and holdings directly within Wealthbox, streamlining access to custodial data alongside CRM information....more
PR Newswire • June 20, 2022
Wealthbox announced it had raised $31 million in a growth equity funding round led by Frontier Growth. The investment was aimed at accelerating product development, expanding its team, and scaling its market presence in the financial advisory sector....more
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