Wealthbox

Item: Wealthbox
Rating: 3.2
Author: RepVue

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Profile Highlights

High Score for Product - Market Fit

Wealthbox is in the 82nd 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

61st%of Software orgs

# 873of 2,291 Software orgs

Base Compensation

4.0

72nd%of Software orgs

# 625of 2,291 Software orgs

Incentive Compensation Structure

2.4

7th%of Software orgs

# 2,148of 2,291 Software orgs

Product - Market Fit

4.2

82nd%of Software orgs

# 407of 2,291 Software orgs

Professional Development and Training

2.4

23rd%of Software orgs

# 1,782of 2,291 Software orgs

Inbound Lead / Opportunity Flow

2.9

60th%of Software orgs

# 905of 2,291 Software orgs

Diversity and Inclusion

3.0

15th%of Software orgs

# 1,950of 2,291 Software orgs

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?

of team members typically hit their quota

Software Industry Average

40%

Global Average

43%

Salaries

Job Role

Median Base Pay

Median OTE

Top Performer

Sales Development RepresentativeSalary data from 14 ratings

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

Employee Ratings

Total Employee Ratings

Total Ratings

Ratings Verified by RepVue

Verified Ratings

87%

Job Categories

SDR / BDR

93%

Other

Employee Status

Ratings submitted by current employees

87%

Ratings submitted by former employees

13%

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Frequently Asked Questions

Wealthbox has an overall employee rating of 3.2 out of 5 and a RepVue score of 77.84. They are ranked #1221 out of all Software organizations.

Currently it is reported that 21.3% 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 #1862 in this category out of 5025 companies.