Item logo image for Wealthbox CRM for Chrome

Wealthbox CRM for Chrome

Starburst Labs, Inc.
Featured
4.3(

10 ratings

)
ExtensionWorkflow & Planning1,000 users
Item media 1 (screenshot) for Wealthbox CRM for Chrome
Item media 2 (screenshot) for Wealthbox CRM for Chrome

Overview

Wealthbox CRM for Financial Advisors

The Chrome companion to web-based Wealthbox CRM for financial advisors. Features - Create new Contacts. - View a Contact's details. - Add notes to client records. - View a Contact's activity history. - Save an email to Wealthbox. - Send + Save an email to Wealthbox. - Deep link to a Contact Record page in Wealthbox.

4.3 out of 510 ratings

Learn more about results and reviews.

Details

  • Version
    1.2.3
  • Updated
    November 20, 2025
  • Size
    2.33MiB
  • Languages
    English
  • Developer
    Starburst Labs, Inc.
    50 Park Row W Suite 907 Providence, RI 02903-1151 US
    Website
    Email
    support@wealthbox.com
    Phone
    +1 860-377-4997
  • Trader
    This developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
  • D-U-N-S
    079277074

Privacy

Wealthbox CRM for Chrome has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Wealthbox CRM for Chrome handles the following:

Personally identifiable information
Authentication information
Personal communications

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

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