Remote company profile

Wealthbox remote jobs and company guide

Modern CRM for financial advisors. Wealthbox is CRM you’ll actually enjoy.

Company snapshot

Open roles0 remote

Hiring areasUnited States

Company typeRemote-friendly employer

HQUnited States

SaaSCRMB2B SaaS

See jobs

Active remote roles0 roles

Remote hiring areasRemote

Company typeRemote-friendly employer

HeadquartersUnited States

What they do

About Wealthbox

Modern CRM for financial advisors.

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Wealthbox® is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

Wealthbox is made and operated by Starburst Labs, Inc. With locations in New York City and Providence, we create, design, develop, and operate a stack of complementary web-and-mobile apps that are vertically aligned in the wealth management sector. With a focus on simplicity and usability, our online products make use of modern design and development practices and reflect the growing consumerization of the financial enterprise and increasing simplicity of the investing experience.

Hiring

Remote roles and application process

Wealthbox roles are commonly associated with SaaS, CRM, B2B SaaS, Enterprise Software, Cloud Computing.

SaaSCRMB2B SaaSEnterprise SoftwareCloud ComputingCustomer ServiceFinancial ServicesFintechWealth ManagementPortfolio Management

Open roles

Latest Wealthbox remote jobs

No active public remote jobs are listed for this company right now. Check back as new roles are ingested.

See all Wealthbox jobs

Work style

What it is like working at Wealthbox

Founded2014

Team size11-50

HeadquartersUnited States

Employees live inUnited States

LeadershipJohn Rourke is the CEO.

MarketsWealthbox operates in the following markets: SaaS, CRM, B2B SaaS, and Enterprise Software.

Remote workYes, Wealthbox is a remote-friendly company.

Four-day weekNo, Wealthbox does not offer a four-day work week.

FAQ

Wealthbox remote jobs FAQ

When was Wealthbox founded?

Wealthbox was founded in 2014.

Who is the CEO of Wealthbox?

John Rourke is the CEO.

What industries or markets does Wealthbox operate in?

Wealthbox operates in the following markets: SaaS, CRM, B2B SaaS, and Enterprise Software.

How many employees does Wealthbox have?

Wealthbox has 11-50 employees.

Where does Wealthbox have employees?

Wealthbox has employees in United States.

Does Wealthbox support remote work or working from home?

Yes, Wealthbox is a remote-friendly company.

What employee benefits does Wealthbox offer?

Wealthbox provides 2 benefit s to their employees.

Does Wealthbox offer a four-day work week?

No, Wealthbox does not offer a four-day work week.