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Wealthbox raises $31 million after finding its groove converting Salesforce and Redtail CRM users and leaping up the marketshare ranks

The Providence, R.I., party-crasher has romped on the lower end by being simple, intuitive and cheap, but sees upmarket beckoning; capital will fund a hiring and spending spree to capitalize on software shift to planning that puts CRM back at the center

Author Oisin Breen March 28, 2022 at 11:14 PM
Admin:
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John Rourke: When you shut your eyes and see a pot of gold at the end of the rainbow, you open them and sprint.

JQ

JQ

March 28, 2022 — 11:54 PM
I was one of those that deflected from redtail a few years ago. No regrets as I find myself using my crm now more frequently than before as wealthbox is simple and intuitive to use.

Related Moves

Skience, a top Salesforce customizer, just lost three top-tier execs -- boom, boom, boom -- with Salesforce overhang likely contributing in hotly competitive market

No sooner did the Herndon, Va., reseller roll out 'bundles' to RIAs and enterprises than its president/COO and two sales/marketing talents exited as its offering faces world of new challenges.

April 22, 2023 at 5:23 AM

Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke

When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal

October 5, 2018 at 6:05 PM


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