🚨 We're hiring! Wealthbox is looking for driven and dynamic Sales Development Representatives. Apply now to be part of our winning team 👉 https://lnkd.in/eWHccsmr
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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📈 In 2024, growth was the theme for Wealthbox. We added 11 new product features, 23 new partner integrations, and 34 new employees to help accelerate the pace of innovation next year. Read about the Wealthbox 2024 Year in Review! 👉 https://lnkd.in/dm58AaQU
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Wealthbox reposted this
Our company's success is powered by amazing engineering talent, as evidenced by Wealthbox OG Jp Camara and his widely acclaimed presentation at #RubyConf in Chicago recently. 👏 ...We're hiring!
I’m proud of how my #RubyConf talk came out - I put loads of work into trying to touch on every aspect of Ruby concurrency in ~25 minutes, and make it as accessible as possible. I think it's a great guide to the Ruby concurrency landscape. Wildly, it was on the frontpage of Hacker News for most of the day yesterday 😵💫
RubyConf 2024 In-Depth Ruby Concurrency: Navigating the Ruby concurrency landscape by JP Camara
https://www.youtube.com/
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🚨 We're hiring! Wealthbox is looking for driven and dynamic Sales Development Representatives. Apply now to be part of our winning team 👉 https://lnkd.in/eWHccsmr
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Wealthbox reposted this
Well played holiday elfing by John Rourke and my Wealthbox fam.
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Team Wealthbox is delighted to sponsor this episode of The Unlock. Advisors: Learn marketing from Samantha Russell from bestie partner FMG ❗
What if I told your next 100 clients were as likely to find you from a ChatGPT query as they were from a search? What if I said the next generation of investors would be checking a referred advisor on Instagram before Googling the the name of the firm to find the address? Consumer behavior is changing rapidly - Samantha Russell gave us eight ideas advisors (and other business owners) could adopt right now to get ready. This one's a banger, brand new on The Unlock channel: https://lnkd.in/gexmveC3
Eight Marketing Moves Advisors Can Make Today | The Unlock
https://www.youtube.com/
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🚨 We're hiring! Wealthbox is looking for driven and dynamic Sales Development Representatives. Apply now to be part of our winning team 👉 https://lnkd.in/eWHccsmr
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