Buyer Fit
Target firm types
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Modern cloud-based CRM built for financial advisors with an activity-driven interface and broad integration ecosystem.
Description
Wealthbox provides a purpose-built CRM for independent advisors and small to mid-size RIAs with contact management workflow automation and integrations to major custodians and financial platforms.
Integrations
Wealthbox has 97 integrations in our directory
Search below to find what you're looking for
- Addepar Level 4
- AdvicePay Level 4
- Advisor360 Level 3
- AdvisorStream Level 4
- Advisor Touch Level 1
- Albridge Level 3
- Altruist Level 4
- Andes Wealth Level 5
- Aqumulate Level 5
- Asset-Map Level 5
- AssetMark Level 3
- Atlas Point Level 5
- Axos Advisor Services Level 3
- Bento Engine Level 3
- Betterment For Advisors Level 3
- Black Diamond Level 3
- Blueleaf Level 3
- Box Level 3
- Bridge Financial Level 4
- Broadridge Level 1
- Capitect Level 3
- Catchlight Level 4
- CircleBlack Level 4
- Clout Level 3
- CogniCor Level 3
- Comply (RIAInABox) Level 2
- CopyTalk Level 4
- CurrentClient Level 4
- DataPoints Level 3
- Dispatch Level 4
- DocuPace Level 3
- DocuSign Level 3
- Dropbox Level 3
- eMoney Advisor Level 5
- Fidelity (National Financial) Level 3
- Financial DNA Level 3
- Financial Media Exchange Level 2
- FinFolio Level 3
- FinMateAI Level 3
- Finpace Level 4
- Flourish Cash Level 3
- FMG Suite Level 3
- ForwardLane Level 3
- FP Alpha Level 3
- fpPathfinder Level 2
- G-Suite Level 4
- GReminders Level 5
- Healthpilot Level 3
- Holistiplan Level 3
- Hubly Level 3
- i65 Level 3
- IndyFin Level 2
- Investipal Level 3
- Jump Level 3
- Knudge Level 3
- LaserApp Level 3
- LeadCenter.AI Level 3
- Lead Pilot Level 4
- Levitate Level 3
- LPL ClientWorks Level 2
- Mobile Assistant Level 3
- MoneyGuide Level 5
- Morningstar Office Level 3
- MyRepChat Level 2
- Nitrogen Wealth Level 5
- Office 365 Level 5
- OnBord Level 3
- Once Hub Level 3
- Orion Advisor Services Level 5
- Panoramix Level 3
- Pershing Level 3
- PractiFI Level 3
- Pulse Level 3
- Pulse360 Level 4
- Quik! Level 3
- ReachStack Level 3
- RightCapital Level 5
- RiXtrema Level 3
- Schwab Advisor Center Level 5
- SEI Wealth Level 1
- SmartKx Level 4
- SmartLeaf Level 4
- Snappy Kraken Level 4
- Sora Level 3
- SSG Institutional Level 3
- StratiFi Level 3
- Tamarac Level 5
- TIFIN Wealth Level 3
- Tolerisk Level 4
- Unitifi Level 3
- Vega Level 1
- Wealth.com Level 1
- Wealthawk Level 2
- Wealthcare Level 4
- WealthFeed Level 3
- YourEFolio Level 3
- Zapier Level 2
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer sandbox URL
No
