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wealthbox.com

wealthbox.com had about 169.24K visits in September 2026, down 6.84% from August; the top source is direct.

Wealthbox | The AI-Powered CRM Workspace for Financial Advisors

Traffic

169.24K

-6.84%MoMEstimated monthly visits
789199.17K132.78K66.39K0
Global rank

315,716

Country rank · United States

74,384

Category rank · Investing

622

Average visit duration

00:54

Pages per visit

1.33

Bounce rate

71.29%

Domain age

20 years

Search share

13.8%

Traffic sources

  • Direct
    47.2%
  • Email
    29.3%
  • Search
    13.8%
  • Referrals
    3.9%
  • Paid search
    3.3%
  • Generative AI
    1.2%
  • Display ads
    0.9%
  • Social
    0.5%
  • Other
    0.0%

Regions

  • United States
    95.5%
  • United Kingdom
    1.2%
  • Canada
    1.2%
  • Australia
    1.2%
  • India
    0.5%

See how wealthbox.com compares with the most visited websites in the world, the fastest growing websites and sites gaining organic search traffic.

Search visibility

Keyword samples

Estimated visitsMonthly searchesVisits ÷ searches
  1. wealthboxBRAND5.35K9.76K55%
  2. wealthbox mobile app updatesBRAND520280186%
  3. wealthbox appBRAND29031094%
  4. wealthbox careersBRAND26029090%
  5. import salesforce contacts into wealthboxBRAND24026092%

Keyword rankings

Keyword rankings

Example · google.comUnited States · English

86.4M

Search estimate

New 1 · Up 2

Ranking keywords
12,400
Landing pages
4
Search competitors
4
AI citations
2
PositionEstimated visits
  1. google#142M
  2. gmail#118.2M
  3. google maps#19.4M
  4. google drive#14.1M

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Baidu rank

Site profile

  • HTTP 200
  • Email authentication
  • Hosting ASN
HTTP
200
Page size
198.3 KiB
Hosting
CLOUDFLARESPECTRUM Cloudflare London, LLC · AS209242
Email authentication
SPF · DMARC quarantine
TLS
TLSv1.3 · 50 days
Page and SEOSchema 6
Title
Wealthbox | The AI-Powered CRM Workspace for Financial Advisors
Description
A single hub to collaborate on clients, automate busywork, and drive growth.
Cross-origin redirect
Yes
Word count
1,698
Internal / external links
77 / 3
Canonical
https://www.wealthbox.com/
Language
en
H1 / H2
1 / 11
Images missing alt
44 / 74
Schema
BreadcrumbList · ImageObject · ListItem · Organization · WebPage · WebSite
OG / Twitter
OG · Twitter
OG locale
en_US
Feed / Manifest / AMP
Feed
Technology and tracking1 tracking
Technology clues
WordPress · Bootstrap · jQuery · Cloudflare
Tracking clues
Google Tag Manager
External script hosts
use.typekit.net · apis.google.com · cdnjs.cloudflare.com · maxcdn.bootstrapcdn.com
Generator
All in One SEO (AIOSEO) 5.0.2
Server
cloudflare
Security headers
2 / 6
HSTS / CSP
CSP
Alt-Svc
Set
Cookie
1(Secure 1)
Email and DNS securitySet
SPF
Set
DMARC
Set · quarantine
DKIM selectors
google · k1
Mail stack
Google Workspace
IPv6
No AAAA
Site verification TXT
Apple · Google · Microsoft
SOA
ns-1964.awsdns-53.co.uk
NS
ns-106.awsdns-13.com. · ns-1364.awsdns-42.org. · ns-1964.awsdns-53.co.uk. · 1 more
MX
1 aspmx.l.google.com. · 5 alt1.aspmx.l.google.com. · 5 alt2.aspmx.l.google.com.
Hosting and networkAS209242
A
141.193.213.11 · 141.193.213.10
Hosting ASN
AS209242 · 141.193.213.0/24
Hosting organization
CLOUDFLARESPECTRUM Cloudflare London, LLC
Hosting country
US
BGP announcement
Yes
TLS
TLSv1.3 · Verified
Certificate issuer
YE1
Certificate remaining
50 days
Certificate SAN
DNS:wealthbox.com
robots and AI crawlingHTTP 200
Robots.txt
200
Global Disallow /
No
Sitemap
Index · 12
AI explicitly disallowed
0
AI explicitly allowed
0
Well-known public paths1 hits
Present / checked
1 / 5
/llms.txt
Present · 64.0 KiB
llms summary
> Generated by All in One SEO v5.0.2, this is an llms.txt file, used by LLMs to index the site. · CRM for Financial Advisors · - [XML Sitemap](https://www.wealthbox.com/sitemap.xml

Website information

Domain
wealthbox.com
Registration status
Domain registered
Registered
2007-02-17
Registrar
GoDaddy.com, LLC
Expires
2033-02-17
Domain age
20 years
DNSSEC
No
Registry status
active

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What's in this report

The report starts with a whole-site monthly visit estimate. Search visibility and public site facts follow when they exist.

  • Website traffic is a modeled whole-site estimate, with a source, observation period and confidence.
  • Search visibility is ranking keywords and search traffic, listed separately from whole-site visits.
  • Missing or partial values stay marked in the report.