Media Kit
This is our central hub for Wealthbox brand resources and usage guidelines.
Shorter Description
Wealthbox® is a CRM platform for financial advisors that launched in 2014. Integrated with leading custodians and wealthtech partners, Wealthbox is known for its modern product design, powerful features, and intuitive user experience. See more at Wealthbox.com
Longer Description
Wealthbox® is a CRM platform for financial advisors. Integrated with leading custodians and wealthtech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Learn more at www.wealthbox.com
The Wealthbox Logo
The Wealthbox logo is composed of the hexagon logomark and the logotype. The full logo should be used whenever possible.
The Hex Icon
The hex icon represents the Wealthbox brand and should only be used in cases where a company icon or avatar is required (constrained to a square or circle, for instance). In all other cases, please use the logo with the “Wealthbox” word.
Logo Clearance
Our logo needs breathing room. The minimum spacing horizontally is equal to the width of the hex icon. The minimum spacing vertically is equal to half the height of the hex icon and should be measured relative to the hex icon in the logo.
Icon Clearance
Don’t crowd the hex icon, please. The minimum spacing horizontally is equal to the width of the icon. The minimum spacing vertically is equal to half the height of the icon.
Logo & Icon Assets
These logo assets should be used without any alteration and in keeping with the guidelines described above.
Product Screenshots
These product screenshots should be used without any alteration and in keeping with the guidelines described above.