News, Vision & Voice for the Advisory Community


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
1 Comment
no description available
John Rourke: When you shut your eyes and see a pot of gold at the end of the rainbow, you open them and sprint.




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.

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