Wealthbox in Numbers | Wealthbox CRM

Blog/ Market Musings

Wealthbox in Numbers

April 22, 2021

“Numbers have life; they’re not just symbols on paper.”

— Shakuntala Devi


84

Consecutive months of Wealthbox subscriber growth since launching in 2014


83

Partner integrations to date that advisors can choose from in the advisor-tech ecosystem, made possible by the Wealthbox API


271,498

Lines of code in the Wealthbox application as of Thursday, April 22, 2021 at 12:31pm ET


37

Average number of “hot deploy” codebase upgrades per month of the Wealthbox application to continually improve and innovate


1

Search result rank of Wealthbox versus other CRM vendors on Google with the keywords “CRM for financial advisors


7

Clicks it takes to add a note to a client record on the interface of Salesforce


2

Clicks it takes to add a note to a client record on the interface of Wealthbox


1

Ranking of the Wealthbox mobile app based on user-ratings versus all other CRM vendors’ mobile apps in advisor-tech


61

Highest conversion rate percentage reached in a month for the Wealthbox free-trial-to-paid-subscription SaaS metric


16

Percent of new Wealthbox customers who switched from Salesforce to Wealthbox in March 2021


52

Percent of new Wealthbox customers who switched from Redtail to Wealthbox in March 2021


15,000,000,000

Approximate amount of AUM by one of Wealthbox’s RIA customers with 110 advisors across 18 states


215

Number of advisors that will now use Wealthbox exclusively in a multi-year enterprise CRM agreement signed in April 2021 with a to-be-announced broker-dealer


0

Number of Wealthbox employees in sales and marketing roles when Wealthbox reached its first 5,000 paying subscribers


7

Number of Wealthbox employees in sales and marketing roles in April 2021 (We’re hiring!)


48

Growth rate percent of Wealthbox annual revenue in the last twelve months. Growth rate projection for 2021: 62%


40

Number of Wealthbox employees in April 2021 (Did we say we’re hiring?!)


10

Questions advisors ask before they switch to Wealthbox


15

Seconds it takes to start a free trial of Wealthbox

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