Wealthbox CRM for Chrome
Wealthbox CRM for Financial Advisors
As of June 2026, Wealthbox CRM for Chrome has 1,000 users and a 4.36/5 rating from 11 reviews in the Workflow & Planning category.
Usersno change0%
1.0K
1,000
Ratingno change0%
4.36
11 reviews
Reviewsno change0%
11
Version
1.2.4
Manifest V3
History
1 snapshotsTracking since Apr 16, 2026.
View as table
| Date | Users | Rating | Reviews | Version |
|---|---|---|---|---|
| Apr 16, 2026 | 1.0K | 4.36 | 11 | 1.2.4 |
| Now | 1.0K | 4.36 | 11 | 1.2.4 |
Permissions & access
- Permissions
- storage
- Host access
- *://mail.google.com/mail/*, *://outlook.live.com/*, *://outlook.office365.com/*, *://outlook.office.com/*
Screenshots
About
The Chrome companion to web-based Wealthbox CRM for financial advisors. Features - Create new Contacts. - View a Contact's details. - Add notes to client records. - View a Contact's activity history. - Save an email to Wealthbox. - Send + Save an email to Wealthbox. - Deep link to a Contact Record page in Wealthbox.
Technical
- Version
- 1.2.4
- Manifest
- V3
- Size
- 2.33MiB
- Min Chrome
- 88
- Languages
- 1
- Featured
- Yes
Metadata
- ID
- gfolmcgcpjajpdafphkikldogpjkfnbc
- Developer ID
- uf7629fce021fdfd31b5650952fc241ec
- Developer Email
- [email protected]
- Created
- Feb 1, 2016
- Last Updated (Store)
- Mar 6, 2026
- Last Scraped
- Jun 6, 2026
- Support URL
- —
- Privacy Policy
- https://www.wealthbox.com/privacy-policy/
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Data sourced from the Chrome Web Store · last verified Jun 6, 2026.