Archive

1. How Advisors Use Wealthbox + Andes for Enhanced Client Servicing

   May 2, 2024 9:27 am Comments Off on How Advisors Use Wealthbox + Andes for Enhanced Client Servicing

   Standby

   The event is starting soon…

   How Advisors Use Wealthbox + Andes for Enhanced Client Servicing

   September 19th 2024

   Presented by

   

   Jenna Ghibaudy

   Senior 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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

2. Daily Webinar with Rahul

   8:43 am Comments Off on Daily Webinar with Rahul

   Standby

   The webinar is starting soon…

   An Overview of Wealthbox CRM

   September 19th 2024

   Presented by

   

   Rahul Ramanathan

   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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

3. Streamlining Advisor Transitions for Success with Wealthbox + Docupace

   8:25 am Comments Off on Streamlining Advisor Transitions for Success with Wealthbox + Docupace

   Standby

   The webinar is starting soon…

   Streamlining Advisor Transitions for Success with Wealthbox + Docupace

   September 19th 2024

   Presented by

   

   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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

4. Maximizing Operational Efficiency with Wealthbox + Level Best

   May 1, 2024 12:57 pm Comments Off on Maximizing Operational Efficiency with Wealthbox + Level Best

   Standby

   The event is starting soon…

   Maximizing Operational Efficiency with Wealthbox + Level Best

   September 19th 2024

   Presented by

   

   Andrew Ladwig

   Director of Business Development

   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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

5. Weekly LPL Webinar

   April 30, 2024 3:15 pm Comments Off on Weekly LPL Webinar

   Standby

   The webinar is starting soon…

   Why LPL Advisors Love Wealthbox + ClientWorks

   September 19th 2024

   Presented by

   

   Chris Kopanski

   Senior 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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

   In the News

   “By integrating Wealthbox and ClientWorks, we are giving advisors more choices to select the right technology to provide superior client experiences and grow their businesses.”

   

   Sumeer Kapila

   VP of Product Management

   LPL Financial

6. Daily Webinar

   3:08 pm Comments Off on Daily Webinar

   Standby

   The webinar is starting soon…

   An Overview of Wealthbox CRM

   September 19th 2024

   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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

7. Adam Cerar

   10:59 am Comments Off on Adam Cerar

   Standby

   The demo is starting soon…

   An overview of Wealthbox CRM

   September 19th 2024

   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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

8. Andrew Frey

   10:55 am Comments Off on Andrew Frey

   Standby

   The demo is starting soon…

   An overview of Wealthbox CRM

   September 19th 2024

   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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

9. Jacqueline Jones

   10:52 am Comments Off on Jacqueline Jones

   Standby

   The demo is starting soon…

   An overview of Wealthbox CRM

   September 19th 2024

   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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   425 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

   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

   

   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 2023

   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 135 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.”

   

10. Mark Worthington

    10:13 am Comments Off on Mark Worthington

    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    425 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

    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

    

    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 2023

    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 135 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.”

    

11. Krystal Stanley

    10:08 am Comments Off on Krystal Stanley

    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    425 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

    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

    

    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 2023

    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 135 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.”

    

12. Jomin Bishop

    10:04 am Comments Off on Jomin Bishop

    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    425 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

    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

    

    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 2023

    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 135 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.”