At Wealthbox, we serve thousands of financial professionals and integrate with leading fintech brands with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.
Wealthbox has executed on a product-led growth strategy in SaaS, focussing on quality engineering and sophisticated design to attract and retain users to our CRM product. Our revenue is growing and the velocity is increasing. Wealthbox’s conversion rate for free-trial-to-paid-subscriptions runs between 50% – 65% in any given month. Honing an amazing user experience with modern engineering and support practices, we’re now ready to scale up. We’re looking for talented software engineers to join us.