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What is Wealthbox CRM?
Wealthbox CRM is a user-friendly, social, and collaborative customer relationship management platform designed specifically for financial advisors to help them build and manage their advisory practices.
What can you do with Wealthbox CRM?
You can primarily use Wealthbox CRM for managing client relationships, tracking interactions, organizing contacts, and streamlining workflows in the financial services industry.
When was Wealthbox CRM founded?
2014
Where is Wealthbox CRM located?
New York, United States
How many employees does Wealthbox CRM have?
11-50
What is Wealthbox CRM's annual revenue?
$1M-$10M
What is Wealthbox CRM's business model?
B2B
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