Company | About Us

  • About Wealthbox

    Wealthbox® is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes.


    Wealthbox operates as a remote-first company. Many of our employees are located in the Greater Boston, Providence, and New York City regions as well as from around the United States.

    Wealthbox is the Official CRM of Simplicity