Archive

  1. Jy Corbett

    Comments Off on Jy Corbett
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Presented by

    Jy Corbett

    Managing Director

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  2. Jenna Ghibaudy

    Comments Off on Jenna Ghibaudy
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Presented By

    Jenna Ghibaudy

    Wealthbox Support

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  3. Harriman Chiang

    Comments Off on Harriman Chiang
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Presented by

    Harriman Chiang

    Account Executive

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  4. Earl Mason

    Comments Off on Earl Mason
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Presented by

    Earl Mason

    Account Executive

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  5. Corey Thomas

    Comments Off on Corey Thomas
    Standby

    The event is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Presented by

    Corey Thomas

    Account Executive

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  6. Collin Gallagher

    Comments Off on Collin Gallagher
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Presented by

    Collin Gallagher

    Sr. Account Executive

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  7. Chris Kopanski

    Comments Off on Chris Kopanski
    Standby

    The demo 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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  8. Angelica Nguyen

    Comments Off on Angelica Nguyen
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Presented by

    Angelica Nguyen

    Product Specialist

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  9. Helping Clients Navigate a High-Interest Rate Environment

    Comments Off on Helping Clients Navigate a High-Interest Rate Environment
    Standby

    The webinar is starting soon…

    Helping Clients Navigate a High-Interest Rate Environment

    September 19th 2024

    Presented by

    Chris Kopanski

    Senior Product Specialist

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  10. Amber Foreman

    Comments Off on Amber Foreman
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Presented by

    Amber Foreman

    Wealthbox Support

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  11. Bobby Howell

    Comments Off on Bobby Howell
    Standby

    The demo is starting soon…

    An Overview of Wealthbox CRM

    September 19th 2024

    Presented by

    Bobby Howell

    Account Executive

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo
  12. Wealthbox

    Comments Off on Wealthbox
    Standby

    The demo is starting soon…

    An overview of Wealthbox CRM

    September 19th 2024

    Software Ratings

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

    Wealthbox wins G2 award for Leader in Financial CRM Summer 2024.
    Software Ratings

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

    G2 Awards won by Wealthbox for Summer 2024.
    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

    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 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 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.”

    RIA Biz Logo