August 26, 2026
Hosted by
“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”
“…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“
Source: Kitces AdvisorTech Report, August 2025
Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab.
“Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”
Source: T3 / Inside Information Survey, March 2025
Wealthbox is the fastest-growing CRM platform in the market.
Source: T3 / Inside Information Survey, March 2025
Wealthbox is #1 in market share within the financial advice space.
Source: Kitces AdvisorTech Report, August 2025
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!
Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.
“Wealthbox eyes next growth phase with $200M Sixth Street investment”
