Wealthbox is CRM you’ll actually enjoy. It's powerful and beautiful. Web-based and secure. No training required.
Location: United States, Rhode Island, Providence
Employees: 11-50
Total raised: $31M
Founded date: 2014
Investors 1
| Date | Name | Website |
| 19.03.2022 | Frontier G... | frontiergr... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 09.03.2022 | - | $31M | Frontier G... |
Mentions in press and media 13
| Date | Title | Description |
| 13.11.2024 | Zeplyn Raises $3M in Seed Funding | Zeplyn, a NYC-based AI assistant for financial advisors, announced a $3M seed funding. The round was led by Leo Capital, with participation from Converge and angel investors The company intends to use the funds to expand operations and its ... |
| 08.08.2024 | Wealthbox and Community Bank: A Partnership for the Future of Financial Services | In the world of finance, partnerships can be the lifeblood of innovation. Recently, Wealthbox, a leading CRM software for financial advisors, forged a significant alliance with Community Bank, N.A. This collaboration is more than just a bus... |
| 07.08.2024 | Wealthbox inks a new enterprise CRM agreement with Community Bank | Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Community Bank, N.A., a diversified financial services company based in DeWitt, NY. Community Bank focuses on four main bu... |
| 06.08.2024 | Community Bank's Wealth Management Division Selects Wealthbox for Enterprise CRM | PROVIDENCE, R.I., Aug. 6, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Community Bank, N.A., a diversified financial services company based in DeW... |
| 25.06.2024 | Betterment for Advisors Bolsters Platform with Three New Integration Partners | RIA Custodian Adds Partnerships with eMoney Advisor, Kwanti and Panoramix NEW YORK, June 25, 2024 /PRNewswire/ -- Betterment, the largest independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody d... |
| 30.11.2022 | MaxMyInterest Integrates with Wealthbox | Max's integration with Wealthbox means more advisors can help their clients earn more while keeping cash safe in the client’s own FDIC insured accounts. As rates rise, clients are asking for better cash solutions, so this integration is tim... |
| 09.03.2022 | Wealthbox Announces $31 Million Equity Investment from Frontier Growth | Wealthbox, a leading CRM software platform for financial advisors, announced that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31 Million equity investm... |
| 09.03.2022 | Wealthbox Receives $31M Equity Investment from Frontier Growth | Wealthbox, a Providence, RI-based CRM software platform for financial advisors, received a $31m minority investment from Frontier Growth. The company intends to use the funds to accelerate product development and innovation. Founded by seri... |
| 08.03.2022 | Frontier Growth Announces Strategic Growth Investment in Wealthbox | We are excited to announce a strategic growth investment in Wealthbox, a leading CRM software platform for financial advisors. Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers ... |
| 06.04.2021 | Wealthbox Announces Integration with Schwab Advisor Center® |
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