Wealthbox is pleased to announce that Titleist Asset Management, an independent investment advisory firm based in Austin, Texas, has chosen the Wealthbox Enterprise offering as its firmwide CRM solution.

Titleist Asset Management provides comprehensive wealth management and investment solutions to individuals, families, and institutions across the country. The firm consistently ranks among the top 50 fastest-growing RIA firms nationwide, according to Financial Advisor Magazine. To support that growth and strengthen client relationships, the team transitioned from Redtail to Wealthbox.

Since adopting Wealthbox for 25 users in the firm, Titleist has benefited from streamlined workflows, enhanced collaboration, and an overall better advisor experience.

Jay Coulter, Chief Executive Officer at Titleist Asset Management

“Wealthbox has truly transformed how we operate at Titleist Asset Management,” said Jay Coulter, Chief Executive Officer at Titleist Asset Management. “Its intuitive design and seamless integrations allow our advisors to spend less time wrestling with technology and more time delivering exceptional outcomes for clients. As we continue to scale, Wealthbox is proving to be a critical enterprise solution that supports our mission of helping advisors become resilient, high-growth business owners.”

“We’re proud to partner with Titleist Asset Management,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “Their adoption of our Wealthbox Enterprise offering reflects a growing trend among advisory firms seeking a modern CRM that combines simplicity, power, and scalability.”

Jomin Bishop, VP of Enterprise Sales at Wealthbox