Vendor
Data Box
Wealthbox is a CRM platform tailored for financial advisors. It offers an intuitive user experience and seamless integration with leading custodial and wealth-tech partners.
Toronto, CA
Official websiteSector footprint
One company, every side of the market
WealthThis site
Data Box
Wealthbox is a CRM platform tailored for financial advisors. It offers an intuitive user experience and seamless integration with leading custodial and wealth-tech partners.
Capability matrix
| Capability | Data Box |
|---|---|
| Data Warehouse Services | ● |
Parent organization
Data Box
Founded
2014
Scale
1 sector presence