Wealthbox
Customer Engagement Platforms · Rhode Island, United States · 51-200 Employees
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Overview
Headquarters
50 Park Row W Apt 907, Providence, Rhode...Phone Number
(800) 316-8967Website
www.wealthbox.comRevenue
$31.5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
5
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7
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2
About Wealthbox
Wealthbox operates as a remote-first company with employees located across the United States, and a large part of the team is located in Rhode Island. The Wealthbox CRM technology is purpose-built for the wealth management industry vertical and designed for financial professionals at advisory firms and broker-dealers to manage client relationships and streamline operations to grow their practices.Explore more
Wealthbox Org Chart
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Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Wealthbox is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Wealthbox is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Wealthbox.
Wealthbox financials insights
Gather financial insights about Wealthbox, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2022
Private Equity
$31M
2025
Private Equity
$200M
Wealthbox Tech Stack
A closer look at the technologies used by Wealthbox
Most Recent Scoops
Hiring Plans
Wealthbox has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Wealthbox CRM.
Hiring Plans
Person-Based
Enterprise Software, Software
Person-Based
Person-Based
Artificial Intelligence
Person-Based
Events, Artificial Intelligence
Wealthbox News & Media
Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users
ARDEN HILLS, Minn. and PROVIDENCE, R.I., Jan. 6, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM platform for financial advisors, today announced that Gradient Financial Group, a financial services enterprise headquartered in Minnesota, has selected Wealthbox Enterprise CRM and the...Alden Investment Group Selects Wealthbox Enterprise CRM for 100+ Users
PROVIDENCE, R.I., Oct. 1, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an independent financial services firm headquartered in Wayne, Pennsylvania. Under this agreement,...Wealthbox Integrates with Envestnet for Smarter Investment Management
PROVIDENCE, R.I., July 15, 2025 /PRNewswire/ -- Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors' Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account...Wealthbox Secures $200M Strategic Investment from Sixth Street Growth
Wealthbox, a customer relationship management (CRM) software provider for financial advisors, has secured a $200 million strategic majority investment from Sixth Street Growth, the growth investing arm of global investment firm Sixth Street, according to an announcement. The investment aims to accelerate Wealthbox’s expansion across... Read More
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Frequently Asked Questions Regarding Wealthbox
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Wealthbox operates as a remote-first company with employees located across the United States, and a large part of the team is located in Rhode Island. The Wealthbox CRM technology is purpose-built for the wealth management industry vertical and designed for financial professionals at advisory firms and broker-dealers to manage client relationships... Read More
