Companies using Wealthbox
We have data on 128 companies that use Wealthbox. The companies using Wealthbox are most often found in United States and in the Financial Services industry. Wealthbox is most often used by companies with 1-10 employees and 1M-10M dollars in revenue. Our data for Wealthbox usage goes back as far as 2 years and 2 months.
If you’re interested in the companies that use Wealthbox, you may want to check out Salesforce.com CRM and Zoho CRM as well.
Who uses Wealthbox?
| Company | Blackfriars Insurance Brokers Ltd |
| Website | blackfriarsgroup.com |
| Country | United Kingdom |
| Revenue | >1000M |
| Company Size | >10000 |
| Company | Advisor Employee Services |
| Website | aesplacement.com |
| Country | United States |
| Revenue | 1M-10M |
| Company Size | 1-10 |
| Company | Zapier |
| Website | zapier.com |
| Country | United States |
| Revenue | 50M-100M |
| Company Size | 1000-5000 |
| Company | Western International Securities |
| Website | wisdirect.com |
| Country | United States |
| Revenue | 50M-100M |
| Company Size | 200-500 |
| Company | Stifel Financial Corp |
| Website | stifel.com |
| Country | United States |
| Revenue | >1000M |
| Company Size | 5000-10000 |
| Company | Website | Country | Revenue | Company Size |
|---|---|---|---|---|
| Blackfriars Insurance Brokers Ltd | blackfriarsgroup.com | United Kingdom | >1000M | >10000 |
| Advisor Employee Services | aesplacement.com | United States | 1M-10M | 1-10 |
| Zapier | zapier.com | United States | 50M-100M | 1000-5000 |
| Western International Securities | wisdirect.com | United States | 50M-100M | 200-500 |
| Stifel Financial Corp | stifel.com | United States | >1000M | 5000-10000 |
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Wealthbox Market Share and Competitors in Customer Relationship Management (CRM)
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Customer Relationship Management (CRM). By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Customer Relationship Management (CRM) category, Wealthbox has a market share of about 0.1%. Other major and competing products in this category include:
Customer Relationship Management (CRM)
What is Wealthbox?
Wealthbox is a modern CRM (Customer Relationship Management) that connects financial advisors with clients, prospects and coworkers. Its features include contact management, contacts' social networking activity, email dropbox, create customized data fields, advanced search and filtering.
Top Industries that use Wealthbox
Looking at Wealthbox customers by industry, we find that Financial Services (64%) and Investment Management (10%) are the largest segments.
Top Countries that use Wealthbox
91% of Wealthbox customers are in United States.
Distribution of companies that use Wealthbox based on company size (Employees)
Of all the customers that are using Wealthbox, a majority (75%) are small (<50 employees), 5% are large (>1000 employees) and 12% are medium-sized.
Distribution of companies that use Wealthbox based on company size (Revenue)
Of all the customers that are using Wealthbox, a majority (79%) are small (<$50M), 0% are large (>$1000M) and 7% are medium-sized.
