Archive

1. New Productivity Features in Wealthbox: The CRM + AI Workspace

   November 21, 2025 2:41 pm Comments Off on New Productivity Features in Wealthbox: The CRM + AI Workspace

   Standby

   The webinar is starting soon…

   New Productivity Features in Wealthbox: The CRM + AI Workspace

   June 13th 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

   

2. Bringing Discipline and Documentation to Advisory Operations with StratiFi + Wealthbox

   2:29 pm Comments Off on Bringing Discipline and Documentation to Advisory Operations with StratiFi + Wealthbox

   Standby

   The webinar is starting soon…

   Bringing Discipline and Documentation to Advisory Operations with StratiFi + Wealthbox

   June 13th 2026

   Presented by

   

   Jenna Ghibaudy

   Senior Product Specialist

   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. Wealthbox AI Notetaker for Osaic Advisors

   2:20 pm Comments Off on Wealthbox AI Notetaker for Osaic Advisors

   Standby

   The webinar is starting soon…

   Wealthbox AI Notetaker for Osaic Advisors

   June 13th 2026

   Presented by

   

   Team Wealthbox

   Andrew Ladwig & 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

   

4. Launch and Scale Your Independent Advisory Practice with Altruist + Wealthbox

   2:05 pm Comments Off on Launch and Scale Your Independent Advisory Practice with Altruist + Wealthbox

   Standby

   The webinar is starting soon…

   Launch and Scale Your Independent Advisory Practice with Altruist + Wealthbox

   June 13th 2026

   Presented by

   

   Andrew Ladwig

   Director of Business Development

   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. Client Experience by Design with GReminders + Wealthbox

   1:51 pm Comments Off on Client Experience by Design with GReminders + Wealthbox

   Standby

   The webinar is starting soon…

   Client Experience by Design with GReminders + Wealthbox

   June 13th 2026

   Presented by

   

   Jenna Ghibaudy

   Senior Product Specialist

   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. Building a Scalable Client Communication System with Pulse360 + Wealthbox

   November 20, 2025 12:21 pm Comments Off on Building a Scalable Client Communication System with Pulse360 + Wealthbox

   Standby

   The webinar is starting soon…

   Building a Scalable Client Communication System with Pulse360 + Wealthbox

   June 13th 2026

   Presented by

   

   Andrew Ladwig

   Director of Business Development

   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. Driving Referrals and Growth with AdvisorStream + Wealthbox

   11:43 am Comments Off on Driving Referrals and Growth with AdvisorStream + Wealthbox

   Standby

   The webinar is starting soon…

   Driving Referrals and Growth with AdvisorStream + Wealthbox

   June 13th 2026

   Presented by

   

   Jenna Ghibaudy

   Senior Product Specialist

   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. The Future of Financial Advising in a Fast-Changing Tech World

   11:28 am Comments Off on The Future of Financial Advising in a Fast-Changing Tech World

   Standby

   The webinar is starting soon…

   The Future of Financial Advising in a Fast-Changing Tech World

   June 13th 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

   

9. How Advisors Use Estately + Wealthbox to Streamline Estate Planning

   November 17, 2025 11:10 am Comments Off on How Advisors Use Estately + Wealthbox to Streamline Estate Planning

   Standby

   The webinar is starting soon…

   How Advisors Use Estately + Wealthbox to Streamline Estate Planning

   June 13th 2026

   Presented by

   

   Jenna Ghibaudy

   Senior Product Specialist

   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. AI Notetaker Daily Demo – Jenna G

    October 31, 2025 12:56 pm Comments Off on AI Notetaker Daily Demo – Jenna G

    Standby

    The webinar is starting soon…

    An Overview of the Wealthbox AI Notetaker

    June 13th 2026

    Presented by

    

    Jenna Ghibaudy

    Sr. Product Specialist

    Frequently Asked Questions

    How much does the AI Notetaker cost?

    The AI Notetaker is $49 per user per month. Licenses are only required for those who need a notetaker in their meetings—typically advisors and other client-facing staff. Meeting collaborators or guests do not need a license.

    Frequently Asked Questions

    Do I need to use Wealthbox CRM to access the AI Notetaker?

    Yes. The AI Notetaker is available exclusively to Wealthbox CRM users.

    Advisor Review

    

    “The Wealthbox AI Notetaker within the new Meetings component is built natively into the CRM, which means advisors can save countless hours and deliver a client experience that drives real growth.”

    

    Eric Negron

    Founding Partner at Forefront Wealth Partners

    Frequently Asked Questions

    Can the AI Notetaker capture in-person or phone meetings?

    Yes. The AI Notetaker works with virtual, in-person, and phone meetings. Supported virtual meeting platforms include Zoom, Microsoft Teams, Webex, and Google Meet.

    Frequently Asked Questions

    How can I learn how to use the AI Notetaker?

    You can explore detailed guides and tutorials at wealthbox.com/how-to.

    Frequently Asked Questions

    Who typically needs an AI Notetaker license?

    Anyone hosting or leading meetings where notes are captured—such as financial advisors, client service associates, or planners—should have a license. Team members who simply join or collaborate in meetings do not need one.

    Advisor Review

    

    “The Wealthbox AI Notetaker within the new Meetings component is built natively into the CRM, which means advisors can save countless hours and deliver a client experience that drives real growth.”

    

    Eric Negron

    Founding Partner at Forefront Wealth Partners

    Frequently Asked Questions

    Can I try the AI Notetaker before purchasing?

    Yes! You can start a free trial through Wealthbox Meetings to experience the AI Notetaker in action.

11. Proactive Estate Planning with Trust & Will + Wealthbox

    October 30, 2025 3:32 pm Comments Off on Proactive Estate Planning with Trust & Will + Wealthbox

    Standby

    The webinar is starting soon…

    Proactive Estate Planning with Trust & Will + Wealthbox

    June 13th 2026

    Presented by

    

    Andrew Ladwig

    Director of Business Development

    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. Strengthening Financial Relationships with Bone Fide Wealth + Wealthbox

    3:27 pm Comments Off on Strengthening Financial Relationships with Bone Fide Wealth + Wealthbox

    Standby

    The webinar is starting soon…

    Strengthening Financial Relationships with Bone Fide Wealth + Wealthbox

    June 13th 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

    

13. Intelligent Timing Meets Intentional Action with Bento Engine + Wealthbox

    2:35 pm Comments Off on Intelligent Timing Meets Intentional Action with Bento Engine + Wealthbox

    Standby

    The webinar is starting soon…

    Intelligent Timing Meets Intentional Action with Bento Engine + Wealthbox

    June 13th 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

    

14. AI-Powered Personalization with PreciseFP + Wealthbox

    2:21 pm Comments Off on AI-Powered Personalization with PreciseFP + Wealthbox

    Standby

    The webinar is starting soon…

    AI-Powered Personalization with PreciseFP + Wealthbox

    June 13th 2026

    Presented by

    

    Andrew Ladwig

    Director of Business Development

    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. The Human-Centric Tech Stack with DataPoints + Wealthbox

    2:06 pm Comments Off on The Human-Centric Tech Stack with DataPoints + Wealthbox

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    The webinar is starting soon…

    The Human-Centric Tech Stack with DataPoints + Wealthbox

    June 13th 2026

    Presented by

    

    Jenna Ghibaudy

    Senior Product Specialist

    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. Year-End Planning Made Simple with fpPathfinder + Wealthbox

    1:36 pm Comments Off on Year-End Planning Made Simple with fpPathfinder + Wealthbox

    Standby

    The webinar is starting soon…

    Year-End Planning Made Simple with fpPathfinder + Wealthbox

    June 13th 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