Integrations /Marketing Tools

Get started with Wealthbox + Catchlight

Modern CRM integrated with AI driven technology to provide growth insights.


Catchlight is a data and intelligence platform that uses AI to instantly create rich, actionable profiles to personalize your outreach and marketing efforts. The two-way data sync integration between Catchlight and Wealthbox enhances existing Wealthbox contacts with insights to prioritize best opportunities, tailor outreach, and increase engagement.


Blog Post

“At Catchlight, our goal is to empower advisors to answer two important questions to power their growth efforts: who do I engage next, and how do I personalize my pitch for them. This integration brings the power of Catchlight data and insights into the advisors workflow within Wealthbox. The integration makes it easy for advisors to quickly identify their next best prospect and take action to engage them in a personalized manner.”

Yelena Melamed

Head of Product at Catchlight

Get started with Wealthbox + Catchlight

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