Wealthbox reviews

4.9

100% would recommend to a friend

(15 total reviews)

100% positive business outlook

Wealthbox has an employee rating of 4.9 out of 5 stars, based on 15 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Wealthbox employee rating is 27% above average for employers within the Information Technology industry (3.9 stars).

Reviews by job title

15 reviews
5.0
May 9, 2022
Recommend
CEO approval
Business Outlook

Pros

Talented engineering team; team cares a lot about software quality Relentless pursuit of great UX and ease-of-use for customers, from engineering all the way to leadership team. High-quality product because of it. Friendly management culture that cares about well-being and happiness of team members

Cons

Can sometimes get moved to different projects as business priorities change (but somewhat expected for small/mid-sized companies)

5.0
May 9, 2022
Recommend
CEO approval
Business Outlook

Pros

1. The product is fantastic and has wildly happy customers. I regularly hear the "oohs" and "Ahhs" of delight when sharing a demo of Wealthbox. 2. The role is 100% remote. This is a bit of a rare find as many software companies are pivoting back to the hybrid model of in-office + remote. 3. SDR & Marketing support is actually abundant. 
The SDR team is sharp and consistently hands off qualified opps to the AE team. 4. The co-founders have built an innovative & energetic culture! The management team understands the centrality of the UX/UI in building a truly great product for our market. 5. Clear training program in the form of 30/60/90 for AE's. The AE training process requires a regimented & structured training program of shadowing, mock calls, and becoming Wealthbox Demo certified with 1-1 attention from team leads. The team at Wealthbox has done an incredible job of hiring super talented, fun, and caring people. I genuinely enjoy company meetings and getting to know all my colleagues. Solid camaraderie, upward mobility, and amazing inclusive culture. Love being a part of this team & plan to be here for many years.

Cons

Some growing pains as the organization and its customer base are growing very quickly. It is not uncommon for AE's to have back-to-back meetings throughout the day so a very high-energy person is required for the AE role.

5.0
May 7, 2022
Recommend
CEO approval
Business Outlook

Pros

At Wealthbox we've done a great job in hiring talented, creative, and respectful people. It's a super friendly and supportive atmosphere here. Fun is in the air too, in a fast-paced workday environment. We're open with all employees about the strategy and performance of building a vertical CRM with hyper-growth plans. As many employees say, it's an educational experience to work here and help the company grow.

Cons

Wealthbox operates as a remote-first company with startup mode intensity, which we like, but it might not be your thing. Slack and Zoom video meetings are common throughout the day.

Viewing 13 - 15 of 15 Reviews

Glassdoor has 15 Wealthbox reviews submitted anonymously by Wealthbox employees. Read employee reviews and ratings on Glassdoor to decide if Wealthbox is right for you.