WEALTHBOX

Media Kit

This is our central hub for Wealthbox brand resources and usage guidelines.

Company Descriptions

Choose a shorter or longer version based on your goals.

Shorter Description

Wealthbox® is an AI-powered CRM platform helping financial advisors, enterprise RIA firms, and broker-dealers manage client relationships, streamline operations, and turn practice data into intelligent action through intuitive technology and integrations with leading wealthtech partners. Learn more at wealthbox.com.

Longer Description

Wealthbox® is an AI-powered CRM platform for financial advisors. Integrated with leading custodians and wealthtech partners, Wealthbox is recognized for its modern product design and powerful yet intuitive user experience. The platform enables financial advisors, enterprise RIA firms, and broker-dealers to effectively manage client relationships, streamline operations, and turn years of practice data into intelligent action. Learn more at www.wealthbox.com.

Brand assets

Our Signature Logo

Learn about the Wealthbox logo and when to use each version.

Default

Two-color logo for use on white or light backgrounds.
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Blue and White

Two-color logo for use on dark or black backgrounds.
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White

One-color logo for use on bright color backgrounds.
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Black

One-color logo for limited print availability.
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Our Brandmark

The Wealthbox brandmark (without logotype) is only for use in instances where our brand has already been established or as a signatory mark or avatar. Always use the signature logo if uncertain. It must always be accompanied by the word “Wealthbox” in a hero statement or body copy.

Default

Electric blue brandmark for use on light or dark backgrounds.
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White

White brandmark for use on dark backgrounds.
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Black

Black brandmark for limited print availability
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Logo Use Guidelines

Follow these guidelines for proper use of the Wealthbox logo.

Signature Clearance

Our logo needs breathing room. The minimum clearance horizontally is equal to the width of the hex icon. The minimum spacing vertically is equal to half the height of the hex icon and should be measured relative to the hex icon in the logo (½×).

Brandmark Clearance

Minimum clearance for the brandmark is equal to one quarter the size of the icon’s width (¼×). Keep the area around the brandmark relatively clear of objects or text. No other logos, icons, type or other graphic elements should infringe on its space.

Product Screenshots

These product screenshots should be used without any alteration and in keeping with the guidelines described above.

Desktop

Collection of desktop images featuring the Wealthbox dashboard and features.
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Mobile

Collection of mobile images featuring the Wealthbox dashboard and features.
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