ESI Adds Wealthbox to Technology Platform for 600+ Financial Professionals

Wealthbox is excited to announce a new partnership with Equity Services, Inc. (ESI), a broker-dealer and Registered Investment Adviser affiliated with National Life Group, bringing Wealthbox to ESI’s technology platform for its more than 600 financial professionals across the country.

Through the partnership, ESI financial professionals will have access to Wealthbox’s modern CRM platform to manage client relationships, organize daily work, collaborate across teams, and bring more of their practice into one connected system.

ESI is focused on helping financial professionals build businesses that last by giving them access to strong relationships, simpler experiences, and modern capabilities backed by the stability of a long-term partner. As part of its continued investment in its technology offering, ESI selected Wealthbox to provide its financial professionals with an intuitive CRM that helps reduce administrative work and gives advisors more time to focus on their clients.

Rich Whalen, Vice President of Technology Strategy and Execution at ESI

“We chose to add Wealthbox to ESI’s technology platform because it gives advisors something they value most: time,” said Rich Whalen, Vice President of Technology Strategy and Execution at ESI. “Our goal is to give financial professionals access to modern capabilities that make it easier to run and grow their businesses without adding unnecessary complexity so they can stay focused on serving their clients.”

With Wealthbox, ESI financial professionals can manage contacts and client activity, coordinate tasks and workflows, track opportunities, prepare for and follow up on meetings, and access AI-powered capabilities designed to make everyday work more efficient. Wealthbox’s flexible, easy-to-use experience also allows individual practices to configure the CRM around the way their teams work.

“We’re incredibly excited to officially bring Wealthbox into the ESI ecosystem,” said Mike Kroener, VP of Enterprise Sales at Wealthbox. “From the beginning, it’s been clear how much their team cares about continuously improving the experience for both their financial professionals and the clients they serve. We’re proud to work alongside a team that shares our commitment to delivering intuitive, modern technology that helps advisors spend more time focused on their clients.”

Mike Kroener, VP of Enterprise Sales at Wealthbox

The addition of Wealthbox reflects ESI’s commitment to providing financial professionals with modern, best-in-class capabilities that reduce friction, create capacity, and support stronger client relationships, giving them more time to focus on building businesses that last.