Blog/ Product & Company

Wealthbox Announces Referral Rewards Program for Customers

April 24, 2024

Invite Industry Friends, Get Rewards!

Wealthbox is thrilled to announce the launch of our highly requested referral program! Our valued customers, who have made our #1-rated CRM software possible, are truly our greatest advocates and we’re eager to express our gratitude for your continued support. With our new referral program, you and your referrals will each enjoy rewards from Wealthbox.

Why Refer Wealthbox?

Whether you’re at a large wealth management firm, nationwide RIA aggregator, or smaller financial planning firm, referrals matter – even among tech vendors! By referring Wealthbox to your colleagues and friends in the industry, you’re helping them elevate their practice and strengthening our community of tech-forward advisors. And now, you can both earn rewards.

How Does It Work?

Participating in Wealthbox’s referral program is easy. Here’s how it works:


Get your referral link.

Join the Referral Program and get a unique referral link.


Invite your industry friend.

Share your referral link with colleagues, friends, and anyone else in your network who might benefit from Wealthbox.


Earn rewards.

When someone signs up for Wealthbox using your referral link and becomes a subscriber, both you and your referral will receive a $50 Amazon gift card as our way of saying thank you.

Benefits for Referrers:

  • Earn a $50 Amazon gift card for every successful referral.
  • Strengthen your network and connections within the industry.
  • Showcase your expertise by recommending a trusted CRM solution.

Benefits for Referees:

  • Earn a $50 Amazon gift card once subscribed to Wealthbox.
  • Discover a beautiful and powerful CRM platform designed for financial advisors.
  • Elevate your practice and streamline your workflow with Wealthbox’s intuitive features.

💙 Share the Wealthbox 💙

Our referral program is a win-win for everyone involved-–and it’s one of the ways we’re saying thank you to our customers for their loyalty.

Join the Referral Program and thanks for sharing the Wealthbox!

Try Wealthbox now.

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