Integrations /Marketing Tools

Get started with Wealthbox + MailChimp

Modern CRM integrated with email marketing for the win!


Mailchimp is a marketing automation platform and email marketing service for managing mailing lists and creating email marketing campaigns to send to customers. The integration with Wealthbox allows users to send contact data from Wealthbox for email marketing campaigns in MailChimp.

Send contacts from Wealthbox to Mailchimp with the click of a button.

“CRM and email marketing go together like peaches and cream. Advisors love the integration between Wealthbox and MailChimp. It's a simple yet powerful way to grow an advisory practice business.”

Jomin Bishop

VP of Sales at Wealthbox

Get started with Wealthbox + MailChimp

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