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AI Wealthtech Week Day 5: Zocks & FinMate AI

October 14th 2024

Presented by

Chris Kopanski

Senior Product Specialist

Software Ratings

Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

Software Ratings

Wealthbox is rated the #1 CRM for RIAs on G2.com reviews

Wealthbox Fall 2024 G2 Awards
Software Ratings

Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab

Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
Advisor Review

“When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

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Jack McCormack

Managing Director at Sanctuary Wealth

425 users on Wealthbox

Advisor Review

“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

Rachel Daniels of Avidian Wealth

Rachel Daniels

Avidian Wealth

50 users on Wealthbox

Advisor Review

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

Charlie Rocco

MONECO Advisors

Market Research

Wealthbox is the “Market Leader” and “has surpassed Redtail adoption in the RIA channel…”

Source: Kitces AdvisorTech Report, August 2023

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Market Research

“Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

Source: T3 / Inside Information Survey, January 2024

Market Research

Wealthbox is the fastest-growing CRM platform in the market

Source: T3 / Inside Information Survey, March 2023

Fun Factoid

Time is Money…

In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!

Fun Factoid

Wealthbox has 135 integrations with the leading custodians and wealthtech software applications.

In The News

“Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”

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