Wealthbox

aid: wealthbox
name: Wealthbox
description: >-
  Wealthbox is a CRM platform built specifically for financial advisors,
  offering contact management, task workflows, opportunities, projects, and
  collaborative team features tailored to wealth management practices. The
  platform's REST API supports both personal Access Tokens and OAuth 2.0 for
  integrations, exposing CRUD endpoints for contacts, tasks, events, notes,
  workflows, custom fields, and activity streams under the api.crmworkspace.com
  base URL.
type: Index
image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg
tags:
  - CRM
  - Financial Advisors
  - Wealth Management
  - Contact Management
  - Workflow Automation
  - SaaS
url: >-
  https://raw.githubusercontent.com/api-evangelist/wealthbox/refs/heads/main/apis.yml
created: '2026-05-11'
modified: '2026-05-11'
specificationVersion: '0.19'
apis:
  - aid: wealthbox:crm-api
    name: Wealthbox CRM API
    description: >-
      REST API for managing contacts, tasks, events, opportunities, projects,
      notes, workflows, custom fields, teams, and activity streams in
      Wealthbox CRM. Supports personal Access Tokens (ACCESS_TOKEN header) or
      OAuth 2.0 authorization code flow.
    humanURL: https://dev.wealthbox.com
    baseURL: https://api.crmworkspace.com
    tags:
      - CRM
      - Financial Advisors
      - Wealth Management
    properties:
      - type: Documentation
        url: https://dev.wealthbox.com
      - type: Authentication
        url: https://dev.wealthbox.com/#authentication

common:
  - type: Website
    url: https://www.wealthbox.com
  - type: Documentation
    url: https://dev.wealthbox.com
  - type: Pricing
    url: https://www.wealthbox.com/pricing
  - type: Sign Up
    url: https://app.crmworkspace.com/signup
maintainers:
  - FN: Kin Lane
    email: [email protected]