Wealthbox is excited to announce an integration with Corporate Merch, a branded products manufacturer specializing in high-end, co-branded gifts with no order minimums. With the Corporate Merch integration, advisory firms can easily send their branded swag – even just a single one-off item – to clients directly from Wealthbox with no copying, pasting, or extra steps required. This integration streamlines the swag gifting process for advisory firms and helps advisors create memorable touchpoints with clients effortlessly.
Join us for a live webinar on Tuesday, July 22, 2025 at 2:00 PM ET to learn more about the integration between Corporate Merch + Wealthbox.
Daniel Spirgel, Founder of Corporate Merch
“Corporate gifting is all about connecting with the recipient on a personal level,” said Daniel Spirgel, Founder of Corporate Merch. “With the Corporate Merch integration, Wealthbox users can now send personalized gifts at scale.”
“We’re excited to bring a simple and impactful gifting solution to our users,” said Charlie Fargo, Head of Partnerships at Wealthbox. “Corporate Merch makes it easy to send thoughtful gifts without leaving your CRM.”
Charlie Fargo, Head of Partnerships at Wealthbox
How it works
With the Corporate Merch integration, advisors can easily send branded gifts to their contacts without ever leaving Wealthbox. After creating an account on corporatemerch.com and connecting to Wealthbox, users can navigate to any Wealthbox Contact Record and select Corporate Merch from the “Send To” dropdown menu.
The contact’s information—including name, company, and mailing address—is automatically pulled into Corporate Merch, eliminating the need to copy and paste details.
Within Corporate Merch, users have access to a catalog of over 500 premium branded products—including items like Ember mugs, Sonos speakers, and YETI tumblers—all with no order minimums. Gifts can be selected, personalized with a company logo, and sent in just a few clicks.
Learn more
- Integration Page: Learn more on the Corporate Merch + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Corporate Merch integration with easy instructions.
Join us for a live webinar on Tuesday, July 22, 2025 at 2:00 PM ET to learn more about the integration between Corporate Merch + Wealthbox.
