Integrations /Marketing Tools

Get started with Wealthbox + LeadsBridge

Modern CRM integrated with lead generation software to build your business.


LeadsBridge is a reliable platform that allows users to integrate their CRM to optimize and grow ROAS of their digital advertising strategy. The integration with Wealthbox allows users to create contact records in Wealthbox for leads collected through advertising campaigns.


Blog Post

“With Wealthbox, advisors now have access to advanced technologies like LeadsBridge to improve the effectiveness of their lead generation and marketing.”

Stefania Vichi

Chief Analytics Officer at LeadsBridge

Get started with Wealthbox + LeadsBridge

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