Wealthbox CRM spinning out of WealthTech Labs
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Overview
Tagline Brand's website · 2026-10-04
An intuitive, modern, and easy-to-use interface designed specifically for the unique workflows of financial advisors, providing a streamlined experience compared to more generic or outdated CRM solutions.
Description Brand's website · 2026-10-04
Wealthbox CRM is a customer relationship management platform specifically designed for financial advisors, known for its modern, easy-to-use interface. It is spinning out as an independent entity from its original developer, WealthTech Labs, to focus entirely on serving the wealth management industry.
Offerings
Core capabilities Brand's website · 2026-10-04
Customer Relationship Management (CRM) software specifically designed for financial professionals.
Pricing Brand's website · 2026-10-04
Subscription-based, typically per-user per month or annually (inferred based on industry standards for SaaS CRM).
Audience
Target industry Brand's website · 2026-10-04
Independent financial advisors, wealth management firms, Registered Investment Advisors (RIAs), and broker-dealers.
Landscape
Competitors Brand's website · 2026-10-04
- Redtail CRM
- Salesforce Financial Services Cloud
- Junxure
- Orion Advisor Technology
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