Wealthbox issued a press release today announcing our plan to expand into Canada next month, in April. Wealthbox will soon host customer data on in-country servers through Amazon Web Services (AWS) to support Canadian advisory firms and ensure alignment with local data regulations.

This strategic expansion reflects Wealthbox’s commitment to providing modern, intuitive, and secure CRM solutions to financial professionals across North America. With the introduction of in-country AWS hosting, Canadian wealth management firms will benefit from faster performance, improved data privacy, and alignment with Canadian data residency requirements.

John Rourke, CEO of Wealthbox

“We are thrilled to bring Wealthbox to Canadian financial advisors,” said John Rourke, CEO of Wealthbox. “By hosting customer data in Canada, we’re delivering the same seamless user experience while meeting Canadian firms’ data security and regulatory needs.”

Our expansion into Canada aligns with Wealthbox’s ongoing mission to enable financial advisors with cutting-edge technology that enhances collaboration, streamlines workflows, and drives business growth. Canadian financial advisors can look forward to accessing the full suite of Wealthbox features, including automated workflows, seamless integrations, and industry-leading ease of use.

As part of the expansion, Wealthbox is committed to partnering with Canadian financial services firms and industry associations to support the Canadian market’s needs. Advisors in Canada can now sign up to be notified of the Wealthbox offering.