Snowden Lane Partners Selects Wealthbox for Enterprise CRM

Wealthbox is excited to announce that Snowden Lane Partners has selected Wealthbox Enterprise as its core CRM platform. An independent, global advisory boutique, Snowden Lane advises approximately $13.5 billion in client assets and continues to grow its national presence, with 15 offices nationwide.

The fast-growing boutique has recruited $6 billion in client assets since 2021, including 14 teams and advisors since 2023. True to its advisor-centric business model, as the firm continues to scale its platform and advisor teams, leadership sought a CRM solution that can support collaboration, be intuitive for advisors to adopt and use daily, and ultimately support personalized client service.

During its evaluation process, Snowden Lane Partners prioritized platforms that combined ease of use, deep integrations across the advisor tech stack, and advanced reporting capabilities. Wealthbox Enterprise stood out for its modern interface, collaborative design, and the depth of its integrations with key industry tools, allowing advisors to access client information and activity across systems without disrupting their workflow.

In particular, the firm was drawn to Wealthbox’s AI-powered reporting capabilities, which help teams quickly analyze CRM data, surface insights, and better understand advisor activity and client engagement trends. By pairing these capabilities with Wealthbox’s intuitive design, the firm aims to drive strong advisor adoption while improving visibility into business performance across teams.

Alison Burkett, Executive Vice President and Head of Enterprise Development at Snowden Lane Partners

“We were looking for a CRM that could integrate deeply with the systems our advisors rely on while offering them a seamless experience that could support their existing and prospective clients,” said Alison Burkett, Executive Vice President and Head of Enterprise Development at Snowden Lane Partners. “Wealthbox’s intuitive functionality and AI-driven reporting features give our team a modern platform to manage client relationships, deliver the personalized service that has always been our firmwide standard, and support the continued growth of our firm.”

“We’re excited to partner with Snowden Lane Partners as they implement Wealthbox Enterprise,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “Large and growing firms need technology that advisors actually want to use. Wealthbox combines usability, powerful integrations, and emerging AI capabilities to help firms like Snowden Lane operate more efficiently while keeping client relationships at the center of their business.”