Today, we announced that Sanctuary Wealth, an advanced RIA platform for the next generation of elite advisors, has signed a new multi-year agreement for the enterprise version of Wealthbox and its CRM workspace technology.
The Sanctuary Wealth advisor network includes firms in 28 states with approximately $25 billion in assets under advisement. Wealthbox Enterprise will now be used by Sanctuary Wealth advisors at partner firms across the country who rely on this CRM technology for internal collaboration as well as to manage client relationships.
“Sanctuary Wealth works consistently to assist our partner firms in developing their own businesses to the fullest and meeting all of their clients’ needs,” said Jene Hoosier, Head of Platform Strategy at Sanctuary Wealth. “This enterprise-grade CRM technology will make an important contribution to this objective. We have been using Wealthbox for three years, and their technology has proven to have high user-adoption among our existing advisors. We also believe their CRM will help attract new break-aways which aligns with our overall growth objectives.”
“In this multi-year enterprise agreement, we’re excited to work closely with the Sanctuary Wealth team and continually release new CRM features to help streamline operations for advisors and support their clients’ financial planning and investing goals,” said John Rourke, CEO and Co-founder of Wealthbox.
For advisors considering a move to RIA independence, the companies will be co-hosting a webinar on 2/23 at 2PM ET showcasing the Wealthbox CRM technology and Sanctuary Wealth platform offerings.