runsonwhat

Wealthbox CRM's tech stack

What does Wealthbox CRM use?

Wealthbox CRM (wealthbox.com) uses at least 29 tools we can see from public records, including Google Cloud for hosting, Microsoft 365 for email and documents, Salesforce for sales and Zendesk for customer support. Last checked .

“CRM for Financial Advisors”

Re-check liveVisit wealthbox.com
Tools found
29
Categories
17
Oldest proven tool
Feb 2019
Last checked
Oct 2026

Wealthbox CRM's stack, layer by layer

Each tool links to the other companies we've found using it. The label says what kind of public trace gave it away.

Edge & Hosting

4 tools, where the bytes are served from

Hosting & Cloud

CDN & Edge

DNS

Application

6 tools, what the product is built with

Frontend

AI

Payments & Billing

Media & UI

Data & Observability

2 tools, what they measure and store

Monitoring

Analytics

Go-to-market

8 tools, how they find and keep customers

Website & CMS

Marketing

Sales & CRM

Support & Docs

Company Ops

9 tools, what the team runs on day to day

Email Delivery

Workspace

Collaboration

Security & Compliance

What changed at Wealthbox CRM

Using since

Dates come from the first certificate of the subdomain that points at the tool.

  1. Status.io
  2. Zendesk
  3. Pardot
  4. Vanta

Companies like Wealthbox CRM also use

Tools common among companies with a similar stack that we haven't found at Wealthbox CRM.

Companies with a stack like Wealthbox CRM's

Ranked by shared tools, with rare tools counting more.

Wealthbox CRM tech stack FAQ

What tools does Wealthbox CRM use?

As of October 2026, runsonwhat has found 29 tools at Wealthbox CRM (wealthbox.com) in public records. Edge & Hosting: Cloudflare, Amazon Route 53 and Google Cloud. Application: jQuery, Google Fonts and Adobe Fonts. Data & Observability: Google Tag Manager and Status.io. Go-to-market: WordPress, Mailchimp and Zendesk. Company Ops: Microsoft 365, Google Workspace and SendGrid. Last checked October 26, 2026.

What cloud does Wealthbox CRM run on?

Wealthbox CRM uses Google Cloud for hosting and cloud infrastructure, alongside WP Engine, according to runsonwhat (October 2026). runsonwhat found Google Cloud through a subdomain that points at Google Cloud. Google Cloud is used by 76,235 companies runsonwhat tracks.

What CRM does Wealthbox CRM use?

Wealthbox CRM uses Salesforce for its CRM, according to runsonwhat (October 2026). runsonwhat found Salesforce through email records that authorize Salesforce. Salesforce is used by 34,343 companies runsonwhat tracks.

What email provider does Wealthbox CRM use?

Wealthbox CRM uses Microsoft 365 for email and office software, alongside Google Workspace and Apple Business, according to runsonwhat (October 2026). runsonwhat found Microsoft 365 through a DNS verification record for Microsoft 365. Microsoft 365 is used by 715,985 companies runsonwhat tracks.

What does Wealthbox CRM use for customer support?

Wealthbox CRM uses Zendesk for customer support and documentation, alongside Help Scout, according to runsonwhat (October 2026). runsonwhat found Zendesk through a subdomain that points at Zendesk and email records, and Wealthbox CRM has used it since at least May 2019. Zendesk is used by 42,310 companies runsonwhat tracks.

What payment provider does Wealthbox CRM use?

Wealthbox CRM uses ProfitWell for payments and billing, according to runsonwhat (October 2026). runsonwhat found ProfitWell through ProfitWell code on wealthbox.com. ProfitWell is used by 426 companies runsonwhat tracks.

How long has Wealthbox CRM used Status.io?

Wealthbox CRM has used Status.io since at least February 2019, going by the first public certificate of the wealthbox.com subdomain that points at Status.io. Other long-running tools at Wealthbox CRM include Zendesk (since May 2019), Pardot (since May 2022) and Vanta (since August 2023).

Does Wealthbox CRM use jQuery?

Yes. runsonwhat found jQuery at Wealthbox CRM through jQuery code on wealthbox.com. jQuery is a Frontend tool used by 921,432 companies runsonwhat tracks.

Does Wealthbox CRM use AI tools?

Yes. runsonwhat has found Anthropic at Wealthbox CRM; Anthropic, for example, through a DNS verification record for Anthropic. AI services called only from servers leave no public trace, so Wealthbox CRM may use more AI tools than these.

Which companies have a tech stack similar to Wealthbox CRM's?

The companies with the stacks most like Wealthbox CRM's are TrueCoach, Dashlane, SingleStore and Databricks, according to runsonwhat (October 2026). Each shares 9 to 16 tools with Wealthbox CRM, and rare tools count for more than common ones like Google Workspace, so the match reflects real stack choices.

How does runsonwhat know what Wealthbox CRM uses?

runsonwhat reads public records only. Of the 29 tools at Wealthbox CRM, 9 were found through DNS records, 8 through code on wealthbox.com, 6 through subdomains that point at the vendor, 5 through email records and 1 through website configuration files. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and wealthbox.com about monthly.

We read public traces only: DNS and email records, certificate logs, website code and published subprocessor lists. A tool is listed when a direct record backs it up, and dropped when a recheck no longer finds it. Is this your company? See how to opt out.