Wealthbox

Wealth Management TechCRMMedium PriorityNot Contacted
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Overview

CRM software for financial advisors designed to manage clients and collaborate, with integrations into custodial and wealthtech ecosystems

Core Product

Advisor CRM

Strategic Fit for DCC

Advisor CRM is a distribution surface for product visibility and provides recurring revenue to fund BTC accumulation

Integration Potential

Product visibility and engagement

Leverage Type:Advisor distribution

Financial Profile

Estimated Revenue
$15M-$25M
Valuation Range
$60M-$100M
Revenue Model
SaaS subscription
Profitability
Stable mature profile
Recurring Revenue Strength
Recurring subscription revenue

Risk Assessment

Competitive CRM market

Company Information

Headquarters
United States
Founded
2012
Employees
50-100
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
Private
Last Known Funding
None disclosed

Leadership

CEO
John Rourke
Research Date
2026-02-24