Wealthbox

Item: Wealthbox
Rating: 3.3
Author: Anonymous

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Profile Highlights

Competitive Salaries

OTE at Wealthbox for SMB Account Executives 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

3.4

66th%of Software orgs

# 858of 2,548 Software orgs

Base Compensation

3.8

64th%of Software orgs

# 903of 2,548 Software orgs

Incentive Compensation Structure

2.6

12th%of Software orgs

# 2,253of 2,548 Software orgs

Product - Market Fit

4.5

91st%of Software orgs

# 223of 2,548 Software orgs

Professional Development and Training

2.4

24th%of Software orgs

# 1,951of 2,548 Software orgs

Inbound Lead / Opportunity Flow

3.1

71st%of Software orgs

# 737of 2,548 Software orgs

Diversity and Inclusion

3.3

27th%of Software orgs

# 1,883of 2,548 Software orgs

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About Wealthbox

Greater New York City Area

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?

33%of team members typically hit their quota

Software Industry Average

41%

Global Average

43%

Quota Attainment at Wealthbox

Salaries

Job Role

Median Base Pay

Median OTE

Top Performer

Sales Development RepresentativeSalary data from 12 ratings

Base Pay$60k

OTE$70k

Top Performers$77.9k

SMB Account ExecutiveSalary data from 3 ratings

Base Pay$70k

OTE$150k

Top Performers$206.7k

Account ExecutiveSalary data from 3 ratings

Base Pay$70k

OTE$150k

Top Performers$206.7k

View all Salaries

Salaries at Wealthbox

Reviews

Current Employee

3.1

Jun 13, 2024

Remote first company, but tough to move up the ranks. They are very picky about who they move from SDR to AE and there is no formal structure to promotion.

Useful

Current Employee

2.4

Jun 3, 2024

Nobody is hitting quota and quotes continue to increase. Lead generation has not been good recently and SDRs are now expected to have 100+ dials daily. There are pros and cons with Wealthbox, overall they are great people. However for SDRs, this place is not the best.

Useful

View All Reviews

Reviews at Wealthbox

Employee Ratings

Total Employee Ratings

Total Ratings

Ratings Verified by RepVue

Verified Ratings

79%

Job Categories

SDR / BDR

78%

Other

21%

Employee Status

Ratings submitted by current employees

89%

Ratings submitted by former employees

11%

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Frequently Asked Questions

Wealthbox has an overall employee rating of 3.3 out of 5 and a RepVue score of 79.54. They are ranked #1098 out of all Software organizations.

Currently it is reported that 32.5% of the reps at Wealthbox are hitting quota.

Wealthbox has a rating of 3.4 out of 5 for culture and leadership. They are ranked #1792 in this category out of 5510 companies.

Wealthbox has a rating of 4.5 out of 5 for Product - Market Fit and is ranked #223 out of 2548 Software companies.