{"name":"Wealthbox","domain":"wealthbox.com","url":"https://optimly.ai/brand/wealthbox","is_claimed":false,"categories":["sales-crm"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"A CRM built specifically for financial advisors, offering native AI, comprehensive workflows, deep integrations with over 150 tools, and a high user adoption rate. It provides a unified platform to manage clients and firm operations without needing to stitch together separate tools.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthbox.com","updated_at":"2026-10-04T00:05:38.662000+00:00"},{"key":"description","label":"Description","shape":"text","content":"Wealthbox is a CRM platform designed for financial advisors to streamline client management, automate workflows, track opportunities, and generate reports. It features integrated AI, mobile apps, and over 150 integrations with leading financial and productivity tools, aiming to enhance productivity and compliance for advisory firms.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthbox.com","updated_at":"2026-10-04T00:05:38.662000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"CRM platform with integrated AI assistant\nclient intelligence\nautomated workflows\nopportunity and pipeline management\nemail and calendar sync\nmobile apps\nand dashboards/reporting. It also features 150+ integrations with financial and productivity tools.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthbox.com","updated_at":"2026-10-04T00:05:38.662000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Subscription-based SaaS with a free trial option.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthbox.com","updated_at":"2026-10-04T00:05:38.662000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial advisors, founders and firm leaders, compliance teams, operations and client service teams, marketing teams, and technology teams within financial advisory firms.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://wealthbox.com","updated_at":"2026-10-04T00:05:38.662000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:05:38.662000+00:00","last_changed_at":"2026-10-17T23:38:38.854519+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=7437b498-3cb8-4294-bdf2-95c21bb263be"}