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Last Cambridge Update: April 14, 2026Total Revenue
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▲ 11% vs prior quarter
Revenue Trends
Recurring
Commissions
Advisor Distribution
Top 5 Households
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Revenue Timing
Revenue Filter $0 – $100,000
Rows
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i 3 records For Review →
Records For Review
Cambridge records that could not be confidently matched to a Wealthbox household. Resolve each below.
| Source Row | Individual Name (Cambridge) | SSN (last 4) | Recurring | Commission | Reason | Resolution | Notes | |
|---|---|---|---|---|---|---|---|---|
| Cambridge Q1 2026 · Row 84 | Robert Klein | •••• 4421 | $4,820 | $0 | missing_ssn | ✓ Resolved |
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| Cambridge Q1 2026 · Row 112 | Angela Brooks | •••• 8830 | $7,140 | $1,250 | no_wealthbox_match | ✓ Resolved |
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| Cambridge Q1 2026 · Row 147 | Hank Mueller | •••• 2207 | $2,990 | $640 | conflicting_household | ✓ Resolved |