Case Study: Wealthbox (CRM for financial advisors) achieves faster time-to-market and increased revenue with Nylas Email API

Financial CRM Wealthbox Increases Customer Engagement with Critical Email Features Powered by the Nylas APIs

Wealthbox, a fast‑growing CRM for financial advisors, needed a tight, secure email integration to power its embedded client, Wealthbox Mail, across providers like Gmail, Office 365, and Exchange. To avoid building and maintaining multiple legacy integrations, Wealthbox turned to Nylas and the Nylas Email API as a single, unified point of integration.

Nylas delivered a single, secure API layer that enabled two‑way email, calendar, and contacts sync, in‑platform sending, group mailboxes, and reusable templates. By using Nylas, Wealthbox saved months of engineering time, launched Wealthbox Mail faster, introduced a new email‑sync pricing tier that increased revenue, and boosted advisor productivity by reducing context switching—all powered by Nylas.

Wealthbox

Dan Ferranti

CTO