Wealthbox
RepVue Score
0
Top 20% of Companies
Wealthbox
Profile Highlights
Top Company on RepVue!
Wealthbox ranks in the top 20% of all companies on RepVue
Competitive Salaries
OTE at Wealthbox for SMB Account Executives and Sales Development Representatives is highly competitive compared to industry peers. View salaries
High Score for Product - Market Fit
Wealthbox is in the 91st percentile for Product - Market Fit
Performance Category Ratings
See how employees rated Wealthbox in RepVue’s key performance categories.
Category Score
Industry Percentile
Industry Rank
Culture and Leadership
3.6
75th%of Software orgs
#699of 2,868 Software orgs
Base Compensation
3.9
66th%of Software orgs
#950of 2,868 Software orgs
Incentive Compensation Structure
3.3
47th%of Software orgs
#1,546of 2,868 Software orgs
Product - Market Fit
4.5
91st%of Software orgs
#235of 2,868 Software orgs
Professional Development and Training
2.9
50th%of Software orgs
#1,462of 2,868 Software orgs
Inbound Lead / Opportunity Flow
3.6
87th%of Software orgs
#371of 2,868 Software orgs
Diversity and Inclusion
3.6
41st%of Software orgs
#1,696of 2,868 Software orgs
Wealthbox’s Future Outlook (Next 12 Months)
Employees are “Very Confident”
4 employee responses in the last 6 months
No change
vs previous 6 monthsHow do Wealthbox employees feel about the company’s business outlook for the next 12 months?
Based on employee ratings collected in the past 6 months, employees at Wealthbox are Very Confident about the company’s outlook for the next 12 months, giving it an average Future Outlook score of 4.6 / 5.0. This score reflects how employees rate their confidence in the company’s growth, stability, and overall direction.
Future Outlook at Wealthbox
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Claim Your Free ProfileAbout Wealthbox
Wealthbox offers a modern, intuitive CRM specifically designed for financial advisors. It provides powerful features such as contact management, email integration, pipeline management,...More
Percent that Attain Quota?
of team members typically hit their quota
Software Industry Average
42%Global Average
44%What percent of sales reps hit quota at Wealthbox?
Approximately 30% of reps at Wealthbox meet or exceed their annual quota based on ratings submitted in the past year.
Salaries
Reviews
4.7
Nov 24, 2025
Useful
4.3
Aug 9, 2025
Useful
Employee Ratings
Total Employee Ratings
Total Ratings
?
Ratings Verified by RepVue
Verified Ratings
?
Frequently Asked Questions
Wealthbox has an overall employee rating of 3.6 out of 5 and a RepVue score of 83.88. They are ranked #609 out of all Software organizations.
Wealthbox has a rating of 3.6 out of 5 for culture and leadership. They are ranked #1,383 in this category out of 6,151 companies.
Wealthbox has a rating of 4.5 out of 5 for Product - Market Fit and is ranked #235 out of 2,868 Software companies.
About Wealthbox
Wealthbox offers a modern, intuitive CRM specifically designed for financial advisors. It provides powerful features such as contact management, email integration, pipeline management,...More
Percent that Attain Quota?
of team members typically hit their quota
Software Industry Average
42%Global Average
44%What percent of sales reps hit quota at Wealthbox?
Approximately 30% of reps at Wealthbox meet or exceed their annual quota based on ratings submitted in the past year.
Company Size
0
