Advisors: Interested in AI? 🤔 Watch this Wealthbox-sponsored episode of The Unlock, hosted by Joshua Brown & Michael Batnick, CFA, and featuring AI expert Alec Crawford 👉 https://lnkd.in/daqxFXgS
About us
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
- Website
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http://www.wealthbox.com
External link for Wealthbox
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- United States
- Type
- Privately Held
- Founded
- 2014
- Specialties
- CRM, WealthTech, SaaS, and Fintech
Products
![Click here to view Wealthbox]()
Wealthbox
Customer Relationship Management (CRM) Software
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc.
Locations
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Primary
Get directions
United States, US
Employees at Wealthbox
Updates
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📣 Just Announced: Jump - Advisor AI supercharges Wealthbox integration to expand meeting automation capabilities. Learn more 👉 https://lnkd.in/gseyMYxt
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Wealthbox reposted this
🔓Financial Advisors Cannot Blow This Decision Joshua Brown & Michael Batnick, CFA are joined by Alec Crawford, Founder & CEO of Artificial Intelligence Risk, Inc. to discuss the future of financial advice, how AI will be used by most advisors, the critical role of AI cybersecurity in the financial industry, and more! ⏯️https://lnkd.in/daqxFXgS Subscribe to The Unlock: https://lnkd.in/dzimZMKu Sponsored by: Wealthbox
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⏳ Starting soon! Join WEALTHAWK and Wealthbox for our integration demo at 2 PM ET. It's not too late to sign up 👉 https://lnkd.in/ggvv-rKy
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📣 New Partnership! Learn about the new integration between Forms Logic Wealthbox that simplifies client meeting processes. Learn more 👉 https://lnkd.in/g9Usbj7s
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📣 Wealthbox announces AI Wealthtech Week! Join us for daily webinars Sept 16-20, featuring top wealthtech companies showcasing their AI integrations in Wealthbox. Register now 👉 https://lnkd.in/dt4KWvY3
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👋 We're joining WEALTHAWK for a live webinar that will show a demo of our integration. Join us on Wed 7/24 at 2 PM ET 👉 https://lnkd.in/ggvv-rKy
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📣 New Partnership! Learn about the new integration between Zocks | AI for Advisors Wealthbox that improves client meeting efficiency. Learn more 👉 https://lnkd.in/gkgtcyu8
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⏳ Starting soon! Join Simplicity Ops and Smart Kx for day 3 of Workflows Week! It's not too late to sign up 👉 https://lnkd.in/gHr3_QEn
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