Wealthbox
1 known investors
Wealthbox is a CRM platform for financial advisors and advisory firms, providing contact management, email sync, sales pipeline tracking, customizable workflows, and an AI notetaker that records and transcribes notes. It integrates with over 150 custodial platforms and wealthtech applications.
FintechSaaSSales Tech
Investors · 1
Frequently asked questions
- What does Wealthbox do?
- Wealthbox is a CRM platform for financial advisors and advisory firms, providing contact management, email sync, sales pipeline tracking, customizable workflows, and an AI notetaker that records and transcribes notes. It integrates with over 150 custodial platforms and wealthtech applications.
- Who are Wealthbox's investors?
- Wealthbox's investors include Sixth Street.