Wealthbox
Wealthbox is a cloud-based customer relationship management (CRM) platform designed for financial advisors and wealth management firms, providing tools to manage client relationships, workflows, and compliance-related activities. The software offers contact management, task and pipeline tracking, integrations with custodians and fintech tools, and collaboration features to support advisory teams’ daily operations. Wealthbox generates revenue through subscription fees for its SaaS CRM plans.
- Sales CRM
- Wealth & Investment Software
- Workflow Automation
- Revenue
- $12.0M
- Employees
- 80
- Founded
- 2012
- Headquarters
- Providence Village, United States of America
What 9 Arbolus experts think of Wealthbox
NPS scores across the pool are skewed high, with 7 ratings at 9 or 10 and just 1 at 7. Renewal intent is confirmed for high spenders, with some uncertainty appearing at the mid-spend level. All reported customers are in the 'More Than 1 Year' implementation stage, indicating strong stickiness. The key theme is broad customer satisfaction, particularly from users with deeper budgets and influence.Overall Customer Sentiment: Positive
Who reviewed Wealthbox
- C-Suite 100% (9)
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Sentiment
77 Net Promoter Score, from 9 scored reviews- Promoters 7
- Passives 2
- Detractors 0
Cumulative NPS by month
-1 over 4 months- May 10
- Jun 10
- Jul 9
- Aug 9
Net Promoter Score across 2 reviews, accumulated up to each month. Category median 54 across 2 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 50%Plan to renew, by seniority
- 50% 2 answers
- 10/10 Average score from customers who will renew
- 9/10 Average score from undecided customers
Top alternatives
Most weighed by Wealthbox customers
More in Workplace & Productivity and Financial Services & Payments
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