Discover Startups WealthboxCulture and benefits at Wealthbox

Wealthbox® is beautifully designed CRM for modern financial advisors51-200 Employees

B2C
B2B
Growth Stage
Expanding market presence

Website
: Locations
New York City Providence Remote: Company size
51-200 people: Total raised
$37.3M: Company type
SaaS: Markets
Financial Services Investment Management Finance Technology Wealth Management Fin Tech Financial Technology

Culture and benefits at Wealthbox

Perks and benefits

Healthcare

Excellent health plan coverage

Retirement benefits

401(k) Plan

Remote friendly

Remote-first company

Vacation

Paid time off

Great team

Insanely great team to work with

Salary

Competitive salary

Back to People

Onwards to Funding