Archive

1. Reducing Risk Through Better Discovery and Documentation with PreciseFP + Wealthbox

   July 6, 2026 1:10 pm Comments Off on Reducing Risk Through Better Discovery and Documentation with PreciseFP + Wealthbox

   Standby

   The webinar is starting soon…

   Reducing Risk Through Better Discovery and Documentation with PreciseFP + Wealthbox

   August 25th 2026

   Presented by

   

   Chris Kopasnki

   Head of Customer Education

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

2. Build an AI-Ready Tech Stack Around Wealthbox

   1:09 pm Comments Off on Build an AI-Ready Tech Stack Around Wealthbox

   Standby

   The webinar is starting soon…

   Build an AI-Ready Tech Stack Around Wealthbox

   August 25th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

3. Turning CRM Data into Marketing Results with FMG and Wealthbox

   1:07 pm Comments Off on Turning CRM Data into Marketing Results with FMG and Wealthbox

   Standby

   The webinar is starting soon…

   Turning CRM Data into Marketing Results with FMG and Wealthbox

   August 25th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

4. AI-Ready or AI-Hoping? Building the Foundation for Smarter AI in Your Firm

   1:06 pm Comments Off on AI-Ready or AI-Hoping? Building the Foundation for Smarter AI in Your Firm

   Standby

   The webinar is starting soon…

   AI-Ready or AI-Hoping? Building the Foundation for Smarter AI in Your Firm

   August 25th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

5. How Advisors Use WealthSnap and Wealthbox to Simplify Client Data Collection

   1:04 pm Comments Off on How Advisors Use WealthSnap and Wealthbox to Simplify Client Data Collection

   Standby

   The webinar is starting soon…

   How Advisors Use WealthSnap and Wealthbox to Simplify Client Data Collection

   August 25th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

6. Create Content That Connects: Winning Next Gen Investors with SageContent and Wealthbox

   1:00 pm Comments Off on Create Content That Connects: Winning Next Gen Investors with SageContent and Wealthbox

   Standby

   The webinar is starting soon…

   Create Content That Connects: Winning Next Gen Investors with SageContent and Wealthbox

   August 25th 2026

   Presented by

   

   Chris Kopanski

   Head of Customer Education

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

7. How Today’s Client Experience Drives Tomorrow’s Referrals with Betterment and Wealthbox

   12:58 pm Comments Off on How Today’s Client Experience Drives Tomorrow’s Referrals with Betterment and Wealthbox

   Standby

   The webinar is starting soon…

   How Today’s Client Experience Drives Tomorrow’s Referrals with Betterment and Wealthbox

   August 25th 2026

   Presented by

   

   Christian Kirchoff

   Team Lead of Customer Success

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

8. HSA Planning: Maximizing Tax-Advantaged Savings For Clients’ Health Care Expenses

   10:59 am Comments Off on HSA Planning: Maximizing Tax-Advantaged Savings For Clients’ Health Care Expenses

   Standby

   The webinar is starting soon…

   HSA Planning: Maximizing Tax-Advantaged Savings For Clients’ Health Care Expenses

   August 25th 2026

   Presented by

   

   Christian Kirchoff

   Team Lead of Customer Success

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

9. Cross-Workspace Reporting: Firmwide Visibility Across Every Workspace

   July 1, 2026 12:20 pm Comments Off on Cross-Workspace Reporting: Firmwide Visibility Across Every Workspace

   Standby

   The webinar is starting soon…

   Cross-Workspace Reporting: Firmwide Visibility Across Every Workspace

   August 25th 2026

   Presented by

   

   Team Wealthbox

   Jomin Bishop & Christian Kirchoff

   Software Ratings

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

   

   Software Ratings

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

   

   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.”

   

   Jack McCormack

   Managing Director at Sanctuary Wealth

   670 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

   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

   

   “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

   Source: Kitces AdvisorTech Report, August 2025

   

   Market Research

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

   Source: T3 / Inside Information Survey, March 2025

   

   Market Research

   Wealthbox is the fastest-growing CRM platform in the market

   

   Source: T3 / Inside Information Survey, March 2025

   Market Leader

   Wealthbox is #1 in market share within the financial advice space

   

   Source: Kitces AdvisorTech Report, August 2025

   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 over 150 integrations with the leading custodians and wealthtech software applications.

   

   In The News

   

   “Wealthbox eyes next growth phase with $200M Sixth Street investment“

   Source: InvestmentNews, June 2025

   

10. Know Your Client: Understanding the Characteristics That Drive Better Financial Planning

    June 30, 2026 11:44 am Comments Off on Know Your Client: Understanding the Characteristics That Drive Better Financial Planning

    Standby

    The webinar is starting soon…

    Know Your Client: Understanding the Characteristics That Drive Better Financial Planning

    August 25th 2026

    Presented by

    

    Christian Kirchoff

    Team Lead of Customer Success

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

11. From Busy to Productive: How LPL Advisors Are Scaling Their Practice with Wealthbox

    June 24, 2026 11:54 am Comments Off on From Busy to Productive: How LPL Advisors Are Scaling Their Practice with Wealthbox

    Standby

    The webinar is starting soon…

    From Busy to Productive: How LPL Advisors Are Scaling Their Practice with Wealthbox

    August 25th 2026

    Presented by

    

    Team Wealthbox

    Chris Kopanski & Christian Kirchoff

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

12. How Advisors are Using the Wealthbox AI Assistant

    June 10, 2026 11:07 am Comments Off on How Advisors are Using the Wealthbox AI Assistant

    Standby

    The webinar is starting soon…

    How Advisors are Using the Wealthbox AI Assistant

    August 25th 2026

    Presented by

    

    Team Wealthbox

    Steve Carroll & Chris Kopanski

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

13. New in Wealthbox: Custom Objects

    June 1, 2026 1:16 pm Comments Off on New in Wealthbox: Custom Objects

    Standby

    The webinar is starting soon…

    New in Wealthbox: Custom Objects

    August 25th 2026

    Presented by

    

    Team Wealthbox

    Joseph Abraham & Carrie Buth

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

14. The Modern Planning Meeting with RightCapital + Wealthbox

    1:14 pm Comments Off on The Modern Planning Meeting with RightCapital + Wealthbox

    Standby

    The webinar is starting soon…

    The Modern Planning Meeting with RightCapital + Wealthbox

    August 25th 2026

    Presented by

    

    Chris Kopanski

    Head of Customer Education

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

15. Onboarding Done Right: From First Conversation to Funded Account

    1:12 pm Comments Off on Onboarding Done Right: From First Conversation to Funded Account

    Standby

    The webinar is starting soon…

    Onboarding Done Right: From First Conversation to Funded Account

    August 25th 2026

    Presented by

    

    Chris Kopanski

    Head of Customer Education

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

16. AI-Powered Meeting Prep with Wealthbox + fpPathfinder

    1:08 pm Comments Off on AI-Powered Meeting Prep with Wealthbox + fpPathfinder

    Standby

    The webinar is starting soon…

    AI-Powered Meeting Prep with Wealthbox + fpPathfinder

    August 25th 2026

    Presented by

    

    Christian Kirchoff

    Team Lead of Customer Success

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

17. From Busy to Productive: How LPL Advisors Are Scaling Their Practice with Wealthbox

    1:06 pm Comments Off on From Busy to Productive: How LPL Advisors Are Scaling Their Practice with Wealthbox

    Standby

    The webinar is starting soon…

    From Busy to Productive: How LPL Advisors Are Scaling Their Practice with Wealthbox

    August 25th 2026

    Presented by

    

    Team Wealthbox

    Chris Kopanski & Christian Kirchoff

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025

    

18. Turning Insights Into Action with Nitrogen + Wealthbox

    1:05 pm Comments Off on Turning Insights Into Action with Nitrogen + Wealthbox

    Standby

    The webinar is starting soon…

    Turning Insights Into Action with Nitrogen + Wealthbox

    August 25th 2026

    Presented by

    

    Chris Kopanski

    Head of Customer Education

    Software Ratings

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

    

    Software Ratings

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

    

    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.”

    

    Jack McCormack

    Managing Director at Sanctuary Wealth

    670 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

    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

    

    “…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

    Source: Kitces AdvisorTech Report, August 2025

    

    Market Research

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

    Source: T3 / Inside Information Survey, March 2025

    

    Market Research

    Wealthbox is the fastest-growing CRM platform in the market

    

    Source: T3 / Inside Information Survey, March 2025

    Market Leader

    Wealthbox is #1 in market share within the financial advice space

    

    Source: Kitces AdvisorTech Report, August 2025

    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 over 150 integrations with the leading custodians and wealthtech software applications.

    

    In The News

    

    “Wealthbox eyes next growth phase with $200M Sixth Street investment“

    Source: InvestmentNews, June 2025