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 needs.

Shorter Description

Wealthbox® is a CRM platform for financial advisors that launched in 2014. Integrated with leading custodians and wealthtech partners, Wealthbox is known for its modern product design, powerful features, and intuitive user experience. See more at Wealthbox.com

Longer Description

Wealthbox® is a CRM platform for financial advisors. Integrated with leading custodians and wealthtech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Learn more at www.wealthbox.com

Our Logos

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

The Wealthbox Logo

The Wealthbox logo is composed of the hexagon logomark and the logotype. The full logo should be used whenever possible.

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

The Hex Icon

The hex icon represents the Wealthbox brand and should only be used in cases where a company icon or avatar is required (constrained to a square or circle, for instance). In all other cases, please use the logo with the “Wealthbox” word.

Blue icon for use on white or light backgrounds.
White icon for use on dark backgrounds.

Logo Use Guidelines

Follow these guidelines for proper use of the Wealthbox logo.

Logo Clearance

Our logo needs breathing room. The minimum spacing 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.

Wealthbox logo spacing guidelines.

Icon Clearance

Don’t crowd the hex icon, please. The minimum spacing horizontally is equal to the width of the icon. The minimum spacing vertically is equal to half the height of the icon.

Asset Downloads

Download the Wealthbox logo, icon assets, and product screenshots.

Logo & Icon Assets

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

Wealthbox logo

Product Screenshots

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