Wealthbox issued a press release today announcing a new enterprise CRM agreement with Perennial Financial Services, one of the fastest-growing Hybrid RIA firms at LPL Financial over the past four years based on net new asset growth.

The enterprise agreement makes Wealthbox available to 40+ licensed advisors and support staff at Perennial, enabling them with a modern CRM solution to streamline operations, enhance collaboration, and strengthen client relationships.

Perennial, recognized for its client-first philosophy and commitment to integrity, transparency, and excellence, selected Wealthbox for its intuitive design, powerful workflow automation, and seamless integration with key financial technology platforms. Implementing Wealthbox will support Perennial Financial Services advisors in delivering personalized, independent financial guidance while increasing operational efficiency.

Jomin Bishop, VP of Enterprise Sales at Wealthbox

“We are excited to provide Perennial with a best-in-class CRM that aligns with their commitment to serving clients with excellence,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “With Wealthbox, Perennial’s advisors will have the tools to manage client relationships more efficiently, automate workflows, and continue their strong growth trajectory.”

John B. Petrick, Senior Managing Director at Perennial Financial Services

“Wealthbox’s intuitive design, collaborative features, and deep integrations with our technology stack were key factors in our decision,” said John B Petrick, Senior Managing Director at Perennial. “By leveraging Wealthbox’s capabilities, our advisors can enhance productivity, streamline efficiencies, improve client service, and focus on delivering personalized financial strategies tailored to each client’s goals.”