Fintech partners and developers: Integrate with Wealthbox. Get started with the Wealthbox API today!
Go to Wealthbox API Reference
Open the Wealthbox! Retrieve, create, and edit your Wealthbox CRM data including contacts, tasks, events, notes, opportunities, and projects.
Trigger customized workflows, retrieve the Wealthbox CRM activity feed for your workspace, and run dynamic reports through the API.
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.