Archive

1. Best Practices for Boosting Client Engagement

   October 4, 2024 10:57 am Comments Off on Best Practices for Boosting Client Engagement

   Standby

   The webinar is starting soon…

   Best Practices for Boosting Client Engagement

   March 13th 2025

   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

   

   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

   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

   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 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.”

   

2. Using Post-Event Data to Improve Prospect Conversion Rates

   10:15 am Comments Off on Using Post-Event Data to Improve Prospect Conversion Rates

   Standby

   The webinar is starting soon…

   Using Post-Event Data to Improve Prospect Conversion Rates

   March 13th 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

   

   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

   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

   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 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.”

   

3. How the Power of Patience Leads to Substantial Wealth

   9:39 am Comments Off on How the Power of Patience Leads to Substantial Wealth

   Standby

   The webinar is starting soon…

   How the Power of Patience Leads to Substantial Wealth

   March 13th 2025

   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

   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

   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 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.”

   

4. Best Practices for Streamlining Standard Operating Procedures

   September 26, 2024 10:37 am Comments Off on Best Practices for Streamlining Standard Operating Procedures

   Standby

   The webinar is starting soon…

   Best Practices for Streamlining Standard Operating Procedures

   March 13th 2025

   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

   

   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

   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

   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 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.”

   

5. Simplify Your Marketing and Drive Stronger Results with Snappy Kraken + Wealthbox

   September 20, 2024 2:49 pm Comments Off on Simplify Your Marketing and Drive Stronger Results with Snappy Kraken + Wealthbox

   Standby

   The webinar is starting soon…

   Simplify Your Marketing and Drive Stronger Results with Snappy Kraken + Wealthbox

   March 13th 2025

   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

   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

   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 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.”

   

6. Account Opening with Laser App + Wealthbox

   2:26 pm Comments Off on Account Opening with Laser App + Wealthbox

   Standby

   The webinar is starting soon…

   Account Opening with Laser App + Wealthbox

   March 13th 2025

   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

   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

   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 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.”

   

7. Client Onboarding with RightCapital + Wealthbox

   1:43 pm Comments Off on Client Onboarding with RightCapital + Wealthbox

   Standby

   The webinar is starting soon…

   Client Onboarding with RightCapital + Wealthbox

   March 13th 2025

   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

   

   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

   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

   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 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.”

   

8. AI Wealthtech Week Day 5: Zocks & FinMate AI

   September 12, 2024 10:44 am Comments Off on AI Wealthtech Week Day 5: Zocks & FinMate AI

   Standby

   The webinar is starting soon…

   AI Wealthtech Week Day 5: Zocks & FinMate AI

   March 13th 2025

   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

   

   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

   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

   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 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.”

   

9. AI Wealthtech Week Day 4: WEATHAWK & Zeplyn

   10:40 am Comments Off on AI Wealthtech Week Day 4: WEATHAWK & Zeplyn

   Standby

   The webinar is starting soon…

   AI Wealthtech Week Day 4: WEATHAWK & Zeplyn

   March 13th 2025

   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

   

   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

   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

   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 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.”

   

10. AI Wealthtech Week Day 3: Jump & Levitate

    10:37 am Comments Off on AI Wealthtech Week Day 3: Jump & Levitate

    Standby

    The webinar is starting soon…

    AI Wealthtech Week Day 3: Jump & Levitate

    March 13th 2025

    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

    

    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

    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

    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 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.”

    

11. AI Wealthtech Week Day 2: Laxis & WealthFeed

    10:35 am Comments Off on AI Wealthtech Week Day 2: Laxis & WealthFeed

    Standby

    The webinar is starting soon…

    AI Wealthtech Week Day 2: Laxis & WealthFeed

    March 13th 2025

    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

    

    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

    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

    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 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.”

    

12. AI Wealthtech Week Day 1: Wealthbox & CogniCor

    10:30 am Comments Off on AI Wealthtech Week Day 1: Wealthbox & CogniCor

    Standby

    The webinar is starting soon…

    AI Wealthtech Week Day 1: Wealthbox & CogniCor

    March 13th 2025

    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

    

    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

    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

    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 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.”