Wealthbox API

Fintech partners and developers: Integrate with Wealthbox. Get started with the Wealthbox API today!

Go to Wealthbox API Reference

Interact with Your Data

Open the Wealthbox! Retrieve, create, and edit your Wealthbox CRM data including contacts, tasks, events, notes, opportunities, and projects.

Workflows & Activity

Trigger customized workflows, retrieve the Wealthbox CRM activity feed for your workspace, and run dynamic reports through the API.

Documentation-Driven Design

Wealthbox’s elegant user experience aligns with a delightful developer experience. Our API is always current with test-driven documentation. Easy to use. Speedy to integrate.