Wealthbox

Companion mobile app to the Wealthbox CRM for financial advisors managing client relationships.

iOSsubscription

A mobile companion to the Wealthbox CRM, letting financial advisors manage client relationships and stay current on firm activity from a phone. Built for financial advisors using Wealthbox, not clients.

Website iOS

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Behind the summary, Matchbox keeps a richer profile of Wealthbox - the signals our matcher actually reads to decide when to surface it. It stays private; claim the listing to see and control it.

Problem & pain-point mapping
Who we surface it to (audience fit)
What it's a strong alternative to
Trust & credibility signals

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