Archive

  1. Daily Webinar

    Comments Off on Daily Webinar
    Standby

    The webinar is starting soon…

    An Overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Chris Kopanski

    Sr. Product Specialist

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  2. Adam Cerar

    Comments Off on Adam Cerar
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Adam Cerar

    Account Executive

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  3. Andrew Frey

    Comments Off on Andrew Frey
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Andrew Frey

    Account Executive

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  4. Jacqueline Jones

    Comments Off on Jacqueline Jones
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Jacqueline Jones

    Account Executive

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  5. Mark Worthington

    Comments Off on Mark Worthington
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Mark Worthington

    Account Executive

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  6. Krystal Stanley

    Comments Off on Krystal Stanley
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Krystal Stanley

    Customer Success

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  7. Jomin Bishop

    Comments Off on Jomin Bishop
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Jomin Bishop

    VP of Enterprise Sales

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  8. Jy Corbett

    Comments Off on Jy Corbett
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Jy Corbett

    Managing Director

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  9. Jenna Ghibaudy

    Comments Off on Jenna Ghibaudy
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented By

    Jenna Ghibaudy

    Wealthbox Support

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  10. Harriman Chiang

    Comments Off on Harriman Chiang
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Harriman Chiang

    Account Executive

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  11. Earl Mason

    Comments Off on Earl Mason
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Earl Mason

    Account Executive

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo
  12. Corey Thomas

    Comments Off on Corey Thomas
    Standby

    The event is starting soon…

    An overview of Wealthbox CRM

    March 15th 2025

    Presented by

    Corey Thomas

    Account Executive

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Software Ratings

    Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

    Wealthbox Fall 2024 G2 Awards
    Software Ratings

    Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

    Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
    Advisor Review

    “When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

    Image of Jack McCormack from Sanctuary Wealth

    Jack McCormack

    Managing Director at Sanctuary Wealth

    Over 500 users on Wealthbox

    Advisor Review

    “The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

    Rachel Daniels of Avidian Wealth

    Rachel Daniels

    Avidian Wealth

    50 users on Wealthbox

    Advisor Review

    “Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

    Charlie Rocco

    MONECO Advisors

    Market Research

    Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

    Source: Kitces AdvisorTech Report, August 2023

    kitches.com logo
    Market Research

    “Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

    Source: T3 / Inside Information Survey, January 2024

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    Source: T3 / Inside Information Survey, March 2025

    Fun Factoid

    Time is Money…

    In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

    Fun Factoid

    Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.

    In The News

    “Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

    RIA Biz Logo