Blog/ Partner Updates

LPL Financial Selects Wealthbox for Vendor Affinity Program

August 15, 2019

LPL in the Wealthbox

We’re happy to announce that Wealthbox CRM has been selected for inclusion in LPL’s Financial’s Vendor Affinity Program.

As a member of the program, Wealthbox CRM is now available to the more than 16,000 financial advisors affiliated with LPL Financial.

Special webinar for LPL-affiliated advisors: Register for “Wealthbox for LPL advisors” – September 12th at 2:00pm ET.

LPL’s Vendor Affinity Program helps financial advisors reduce the complexity and costs of running their practices. Vendors are selected for inclusion in the program based in part on the interest of LPL-affiliated advisors as well as technology security and compliance requirements.


“We switched to Wealthbox and have seen our advisors adopt CRM like never before. It’s simple to use yet powerful and helps our firm operate with efficiency.”

—Charlie Rocco, MONECO Advisors, an LPL-affiliated firm

In a press release, Dan Ferranti, cofounder and CTO of Wealthbox said, “We’re delighted Wealthbox CRM is now available to the LPL community. Our mission is to help financial advisors streamline their business operations, and we are proud to be able to offer Wealthbox CRM to LPL advisors to increase their efficiency and support their ability to nurture relationships with their clients.”

3 more things about Wealthbox and LPL


1 LPL web page:

LPL Advisors: If you’re new to Wealthbox, see this new Wealthbox page for the LPL community ← Share this page with your LPL colleagues!!!

“As an LPL-affiliated advisor, I’ve used the leading CRMs, and nothing comes close to the power and simplicity of Wealthbox. We love it.”

—Alex Chalekian, Lake Avenue Financial

2 Demo

LPL-affiliated advisors interested in a demo of Wealthbox CRM can schedule one at

3 LPL Focus 2019

Advisors can also catch Wealthbox exhibiting at LPL Focus in San Diego, at booth #234, from August 18 – 21.

But wait, there’s more!

Don’t forget to sign up to the webinar on September 12th at 2:00pm ET.

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