Wealthbox
Wealthbox is a CRM for financial advisors.
Market Share of Wealthbox
Current Customer(s)
63
Market Share (Est.)
0.01%
Ranking
#108
Top Competitors and Alternatives of Wealthbox
The top three of Wealthbox’s competitors in the CRM Platforms category are Salesforce with 25.27%, Salesforce CRM with 24.31%, HubSpot CRM with 5.17% market share.
Popular Comparisons
Top Competitors and Alternatives of Wealthbox
The top three of Wealthbox’s competitors in the CRM Platforms category are Salesforce with 25.27%, Salesforce CRM with 24.31%, HubSpot CRM with 5.17% market share.
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Wealthbox vs Salesforce CRM
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Customers of Wealthbox
Around the world in 2025, over 63 companies have started using Wealthbox as CRM Platforms tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Optivest Wealth Management | 500 - 999 | Dana Point | California | United States |   |
| FMG Suite | 500 - 999 | San Diego | California | United States |   |
| Copytalk | 250 - 499 | Sarasota | Florida | United States | |
| Gar Wood Securities | 250 - 499 | Warrenville | Illinois | United States | |
| Wealthbox | 250 - 499 | Providence | Rhode Island | United States | |
| Altruist | 250 - 499 | Culver City | California | United States | |
| David H. Freedman | 100 - 249 | Dallas | Texas | United States | |
| Brookstone Capital Management | 100 - 249 | Wheaton | Illinois | United States | |
| Cerulean | 100 - 249 | Milton Keynes | England | United Kingdom | |
| E Virtual Services | 100 - 249 | Chanhassen | Minnesota | United States | |
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Wealthbox Customers by Products and Services
The top three products and services offering customers that use Wealthbox for CRM Platforms are Financial Planning (14), Retirement Planning (9), Investment Management (9).
Customers
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Wealthbox Customers by Employee Size
The majority of Wealthbox's customers for the crm-platforms category fall in the company size of 0 - 9 employees (34 companies), 20 - 49 employees (15 companies), 250 - 499 employees (4 companies).
Employee Size
Wealthbox Customers by Geography
The top three geographies of Wealthbox for crm-platforms are the United States with 59(93.65%), Canada with 2(3.17%), United Kingdom with 2(3.17%) customers respectively.
Customers
Employees of Wealthbox
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FAQ
Find answers to the most often asked questions by users.
Who are the top Wealthbox competitors?
Wealthbox’s Top competitors in the crm-platforms category are Salesforce, Salesforce CRM, HubSpot CRM. You can view a full list of Wealthbox competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Wealthbox and 40,000 other technologies on the internet. You can also compare Wealthbox and its feature with top competitors here : Wealthbox vs Salesforce Wealthbox vs Salesforce CRM Wealthbox vs HubSpot CRM.
What is Wealthbox customer distribution based on company size?
What is Wealthbox market share in the crm-platforms?
What are the top countries that use Wealthbox?
What are the top industries that use Wealthbox?
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