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Company profile: Wealthbox

1.1 - Company Overview

Wealthbox Logo

Wealthbox

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of a web and mobile CRM for financial professionals, offering two-way email sync, drag-and-drop pipeline management, customizable workflows and templates, an activity stream for sharing client updates, and task management linked to contact records or financial planning opportunities.

Products and services

  • CRM: Wealthbox engineers a web-and-mobile CRM application designed for financial professionals to organize notes, emails, files, and financial information, streamlining client data management across devices
  • Pipeline Management: Wealthbox develops a drag-and-drop pipeline management component that allows users to build and manage their business pipeline with a drag-and-drop interface
  • Email Sync: Wealthbox produces a two-way email sync feature that connects user emails for enhanced productivity through bi-directional synchronization

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Wealthbox

Archer Logo

Archer

HQ: United States Website
  • Description: Provider of cloud-based technology platforms for investment managers.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Archer company profile →
Fidessa Logo

Fidessa

HQ: United Kingdom Website
  • Description: Provider of trading, investment and information solutions for the financial community, offering an integrated equities trading platform with execution, order management and middle office processing; liquidity-seeking strategies; equity swaps automation; intelligent execution algorithms; and a front-to-back suite for cleared derivatives covering execution, order management and post-trade processing.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Fidessa company profile →
OpenInvest Logo

OpenInvest

HQ: United States Website
  • Description: Provider of technology-driven asset management focused on customized ethical investing, helping advisors unlock the true impact of their clients' investments.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full OpenInvest company profile →
Real Capital Innovation Logo

Real Capital Innovation

HQ: United States Website
  • Description: Provider of an asset owner's platform for strategic decision making, offering tools for portfolio outcome analysis, alternative asset modeling, a 360° portfolio view with forward-looking and historical reports, investment cash flow scaling based on ownership structures, and simulation of new investments across portfolios using discrete values.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Real Capital Innovation company profile →
Finanzguru Logo

Finanzguru

HQ: Germany Website
  • Description: Provider of an AI-powered financial assistant app that unifies management of bank, PayPal, depot, and cryptocurrency accounts and contracts. Offers real-time disposable income calculation, future transaction forecasting based on existing contracts, automatic contract recognition and secure cancellation, spending analysis with optimization suggestions, and insurance need analysis with risk coverage solutions.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Finanzguru company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Wealthbox

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Wealthbox

2.2 - Growth funds investing in similar companies to Wealthbox

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4 - Top valuation comps for Wealthbox

4.2 - Public trading comparable groups for Wealthbox

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4.3 - M&A Transactions similar to Wealthbox

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Wealthbox

What does Wealthbox do?

Wealthbox is a provider of a web and mobile CRM for financial professionals, offering two-way email sync, drag-and-drop pipeline management, customizable workflows and templates, an activity stream for sharing client updates, and task management linked to contact records or financial planning opportunities.

Who are Wealthbox's competitors?

Wealthbox's competitors and similar companies include Archer, Fidessa, OpenInvest, Real Capital Innovation, and Finanzguru.

Where is Wealthbox headquartered?

Wealthbox is headquartered in United States.

How many employees does Wealthbox have?

Wealthbox has 1,000 employees 🔒.

When was Wealthbox founded?

Wealthbox was founded in 2010 🔒.

What sector and industry vertical is Wealthbox in?

Wealthbox is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Wealthbox

Who are the top strategic acquirers in Wealthbox's sector and industry

Top strategic M&A buyers and acquirers in Wealthbox's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Wealthbox?

Top strategic M&A buyers groups and sectors for Wealthbox include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Wealthbox's sector and industry vertical

Which are the top PE firms investing in Wealthbox's sector and industry vertical?

Top PE firms investing in Wealthbox's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Wealthbox's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Wealthbox's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Wealthbox's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Wealthbox include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Wealthbox's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Wealthbox?

The key public trading comparables and valuation benchmarks for Wealthbox include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Wealthbox for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Wealthbox with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Wealthbox's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Wealthbox with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Wealthbox's' sector and industry vertical?

Access recent funding rounds and capital raises in Wealthbox's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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