Wealthbox

$11.0M revenue • 50 employees • 50 Park Row West, Suite 907, Providence, RI, 2903, United States

Last Updated Jan 12, 2026

Company Overview

Company Name

Wealthbox

Address

50 Park Row West, Suite 907, Providence, RI, 2903, United States

Approx. Annual Revenue

$11.0M

Employees

50

Established

2007

About Wealthbox

Wealthbox is a modern CRM (Customer Relationship Management) platform designed specifically for financial advisors. Headquartered in the United States, Wealthbox offers a simple, social, and collaborative wealth management solution to help advisory firms build and manage their practices effectively. The platform provides a range of features, including contact management, email integration, pipeline management, workflows, and reporting capabilities, all designed to enhance productivity and efficiency for financial advisors.

Business Profile

Read from the Wealthbox website on Oct 26, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

About the website

Website quality (AI-assessed)
9/10 · Current copyright 2026; Complete product and pricing info
Footer copyright year
2026

Wealthbox is hiring

Open roles listed on their website as of Oct 26, 2026.

  • Education Specialist
  • Senior Education Specialist
  • Senior Implementation Consultant
  • Senior Onboarding Manager
  • Customer Support Representative
  • Senior Support Specialist
  • Senior Software Engineer
  • Software Engineer
  • Senior Accountant
  • Event Marketing Specialist

Hiring in: Sales, Management, Customer service, Engineering & IT, Finance, Marketing

View careers page →

Recent changes

What changed on the Wealthbox website and Google listing, as detected by Coldlytics on each visit.

  1. Started advertising open roles

    Education Specialist, Senior Education Specialist, Senior Implementation Consultant

  2. Estimated revenue band moved from $1M-2.5M to $10M-25M

  3. Google Ads pixel installed

Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

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Companies near Providence, RI

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Frequently Asked Questions about Wealthbox

Advertising Pixels

  • Facebook Ad Pixel
  • Google Ad Pixel
  • LinkedIn Ad Pixel

Technologies Used

Key Decision Makers

John Rourke CEO & Founder
LinkedIn