Vertical is Beautiful

We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands.

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Our Products

Client Management

Wealthbox CRM

Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease.

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Investing Platform

Wealthbase

Wealthbase is an online platform for consumers to learn about investing, discover products and services, and connect with financial professionals and brands.

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Our products seen in

We’re looking for passionate designers, brilliant engineers, and savvy business people. Sound like you?