Wealthbox

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Do you work for Wealthbox? You can enrich your data with Simple and reach the next generation of client.

CRM

HQ

United States of America

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

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Chief Investment Officer

Multi Family Office in the US

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Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

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Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Cookie	Duration	Description
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Company Finder

Wealthbox

Category

CRM

HQ

United States of America