Wealthbox
Financial Services • 
United States, United States • 101-200 Employees
Company overview
| Headquarters | United States, United States |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Saas, CRM, Fintech, Wealthtech |
| Founded | 2014 |
| Employees | 101-200 |
| Socials |
Key Contacts at Wealthbox
Wealthbox Email Formats
Wealthbox uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@wealthbox.com), used 51.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wealthbox.com | 51.5% |
{first initial}.{last name} | j.doe@wealthbox.com | 43.6% |
{first initial}{last name} | jdoe@wealthbox.com | 5% |
About Wealthbox
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
Wealthbox revenue & valuation
| Annual revenue | $10,500,000 |
| Revenue per employee | $84,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Wealthbox has 97 employees across 12 departments.
Departments
Number of employees
Funding Data
Wealthbox has never raised funding before.
Wealthbox Tech Stack
Discover the technologies and tools that power Wealthbox's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Form builders
JavaScript libraries
CDN
Marketing automation
Font scripts
JavaScript libraries
Advertising
Webmail
Miscellaneous
Programming languages
Germany
Switzerland
Hong Kong
Frequently asked questions
4.8
40,000 users
