We're excited to announce a new addition to Wealthbox: Dillon Carr has joined the team as an Enterprise Customer Support Rep!
关于我们
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
- 网站
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https://www.wealthbox.com
Wealthbox的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- United States
- 类型
- 私人持股
- 创立
- 2014
- 领域
- CRM、WealthTech、SaaS和Fintech
产品
![点击此处查看Wealthbox]()
Wealthbox
客户关系管理 (CRM) 软件
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc.
地点
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主要
获取路线
US，United States
Wealthbox员工
动态
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Wealthbox转发了
Approaching nine years at Wealthbox, I couldn’t have asked for a more rewarding journey in my professional growth. And the growth continues! We have several exciting opportunities available, so if you're ready to take the next step in your career, check out the link! https://lnkd.in/et9Rptkm
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Wealthbox转发了
Had a fantastic time last week meeting with the talented advisors at Sanctuary Wealth! The face-to-face interactions were invaluable, and it was great to exchange ideas and strengthen relationships as we continue to collaborate. I'm excited about the future and the opportunities ahead as we work together to drive success. #Networking #Collaboration #WealthManagement
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Wealthbox转发了
?? New report: Wealthbox is ranked #1 of 9 CRM software vendors in "user engagement" for @Schwab-affiliated financial advisors! A great partnership, Schwab Advisor Services!
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?? New report: Wealthbox is ranked #1 of 9 CRM software vendors in "user engagement" for @Schwab-affiliated financial advisors! A great partnership, Schwab Advisor Services!
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A guy walks around the streets of Nashville carrying a guitar. A car pulls up and a tourist asks, "Excuse me, do you know how you get to the Country Music Hall of Fame?" ..."Yeah," the man replies. "Practice 'til you're dead!" ...See you at the Nitrogen Fearless Investing Summit soon! Swing by our booth to win this guitar for your chance at fame.
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? Starting soon! Join us at 2 PM ET for our webinar on using post-event data to improve prospect conversion rates. It's not too late to sign up ?? https://lnkd.in/gqKiswN6
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The Rise of CRM as the “Super App” of Wealthtech ?? https://lnkd.in/eUj2bR7w
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? Webinar Today! Join Moxo and Wealthbox in our integration partner demo at 2 PM ET. It's not too late to sign up ?? https://lnkd.in/dcvCQzYv
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