List of Wealthbox Customers
Providence, 02903, RI,
United States
Since 2010, our global team of researchers has been studying Wealthbox customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Wealthbox for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Wealthbox for CRM and Investor Relationship Management include: Sanctuary Wealth, a United States based Banking and Financial Services organisation with 200 employees and revenues of $100.0 million, MD Financial Advisors, a United States based Banking and Financial Services organisation with 15 employees and revenues of $2.0 million, Lake Avenue Financial, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Wealthbox, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Wealthbox customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Lake Avenue Financial | Banking and Financial Services | 10 | $1M | United States | Wealthbox | Wealthbox | CRM and Investor Relationship Management | 2020 | n/a |
In 2020, Lake Avenue Financial implemented Wealthbox as its CRM platform to improve advisor adoption and centralize client engagement processes. Wealthbox is a CRM and Investor Relationship Management application and was deployed to consolidate CRM and email workflows across the firm.
The implementation emphasized CRM and email integration with email sync and centralized relationship records, and the firm executed a data migration that was cited as easier during the transition. Operational scope focused on advisors and firm-wide CRM usage, enabling stronger team collaboration through shared client records and coordinated workflows, and governance moved toward unified CRM processes and consolidated email-CRM workflows across the organization.
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MD Financial Advisors | Banking and Financial Services | 15 | $2M | United States | Wealthbox | Wealthbox | CRM and Investor Relationship Management | 2019 | n/a |
In 2019, MD Financial Advisors deployed Wealthbox, a CRM and Investor Relationship Management application, to centralize contact management across its United States offices for its physician-focused planning practice. The firm uses Wealthbox as the primary client relationship system for a 15-person advisory team, instrumenting the application for lifecycle management and advisor playbook execution.
Wealthbox was configured to emphasize tagging, automated workflows, and reporting capabilities. Tagging is used to segment physician contacts and book relationships, automated workflows operationalize the advisor playbook and task orchestration, and built-in reporting provides visibility into onboarding and client activity. As a cloud SaaS CRM and Investor Relationship Management solution, Wealthbox supplies contact, task, and activity management suited to a small advisory firm structure.
Operational coverage includes client-facing advisors and centralized contact administration across the firm, with governance implemented through a standardized tagging taxonomy and playbook-driven workflow rules. MD Financial Advisors reports onboarding roughly seven new physician clients per month via Wealthbox and its configured CRM processes.
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Sanctuary Wealth | Banking and Financial Services | 200 | $100M | United States | Wealthbox | Wealthbox | CRM and Investor Relationship Management | 2021 | n/a |
In 2021, Sanctuary Wealth implemented Wealthbox as its enterprise CRM within the CRM and Investor Relationship Management category. The deployment targeted Sanctuary Wealth's nationwide partner firms in the United States and standardized client relationship management across partner workspaces.
Sanctuary Wealth configured Wealthbox using the vendor's multi-workspace architecture to enable shared templates and firm-specific workflows, leveraging Wealthbox enterprise features to provision workspace-level controls and template inheritance. The configuration balanced centralized CRM process definitions with the ability for individual partner firms to maintain differentiated workflow steps and templates.
Operational coverage focused on workspace provisioning, template distribution, and role-based access controls for advisors and operations teams across partner firms in the United States. The implementation centered on the CRM/process area consolidation, driving consistent CRM processes onto the Wealthbox platform.
Governance was organized around centralized process ownership combined with workspace-level customization to preserve firm autonomy while enforcing standard processes. Reported outcomes included improved user adoption and centralized CRM processes on the Wealthbox platform.
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Buyer Intent: Companies Evaluating Wealthbox
- City of Fort Worth, TX, a United States based Government organization with 8075 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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