GCG Advisory Partners Selects Wealthbox for Enterprise CRM

Wealthbox is excited to announce a new enterprise CRM agreement with GCG Advisory Partners, a growing financial advisory firm focused on delivering personalized wealth management solutions. This partnership reflects GCG’s continued investment in modern technology and automation, not only to improve productivity and advisor experience, but to build the most integration-friendly platform for advisors looking to partner, monetize, or sell.

This enterprise agreement makes Wealthbox available to GCG’s 35 advisors and staff, with additional users expected as the firm continues to grow through both organic and inorganic expansion.

After an extensive evaluation of CRM solutions, GCG selected Wealthbox for its intuitive design, deep integration capabilities, open API architecture, and future-ready roadmap for AI and automation. GCG is investing heavily in modern technology and automation, not only to improve productivity and advisor experience, but to build the most integration-friendly platform for advisors looking to partner, monetize, or sell. By choosing Wealthbox, GCG aims to simplify its tech stack, enhance collaboration, and support long-term growth across the organization.

Joel Burris, CEO at GCG Advisory Partners

“Wealthbox was built with the advisor experience in mind,” said Joel Burris, CEO at GCG Advisory Partners. “We were immediately impressed by the clean interface and ease of onboarding. But more importantly, as a firm deeply invested in AI, automation, and long-term advisor partnerships, Wealthbox stood out. It makes collaboration across our enterprise seamless and gives our M&A partners full transparency and integration capabilities from day one. That’s a strategic advantage in today’s market, and Wealthbox checked every box.”

“We’re thrilled to welcome GCG Advisory Partners to the Wealthbox platform,” said Jy Corbett, Managing Director at Wealthbox. “Their leadership team has a strong vision for scalable growth and recognized that a modern, advisor-friendly CRM is key to enabling that.”