Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals. 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.
Have a question regarding Wealthbox?
Contact Wealthbox directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
Products and services
The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes.
About the business
The company is a developer of web-and-mobile-based digital products intended for investors, financial professionals and investing brands. The company offers social trading and customer relationship management applications, enabling users to get the increasing simplicity of the investing experience.
History
Founded in 2014 by John Rourke.
About the owners and the team
Wealthbox operates as a remote-first company. Many of their employees are located in the Greater Boston, Providence, and New York City regions as well as from around the United States.
Wealthbox Reviews
Sign in to read or leave reviews for Wealthbox
Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Wealthbox.
Read Reviews