Wealthbox CRM

Wealthbox is a U.S.-based technology company that develops a modern customer relationship management (CRM) platform designed specifically for financial advisors and wealth management firms. Founded in 2014, the platform helps advisors manage client relationships, organize workflows, and streamline business operations through an intuitive and collaborative interface. Wealthbox integrates with major custodians and wealth-tech tools, allowing financial professionals to efficiently manage client data, communication, and tasks in a single cloud-based system.