“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 in 2021 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: 52%
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
