Blog/ Partner Updates

Wealthbox Announces Partnership with NewEdge Advisors

November 14, 2023

Wealthbox + NewEdge Advisors

Team Wealthbox is excited to announce a new partnership with NewEdge Advisors, a New Orleans-based RIA with over 300 affiliated advisors servicing clients nationwide. Wealthbox is now approved for use by all teams who are part of NewEdge Advisors.

NewEdge Advisors, built by advisors for advisors, embraces a transparent approach to educating advisors on the independent opportunities that currently exist in the industry landscape. This approach, combined with advisor-first services and multiple affiliation models, including direct 1099 and W-2, continues to attract high-performing advisors from across the country.

Andrew LadwigAndrew Ladwig, Director of Business Development at Wealthbox

“We’re excited to partner with NewEdge Advisors,” said Andrew Ladwig, Director of Business Development at Wealthbox. “This collaboration puts Wealthbox’s CRM technology in the hands of high-performing professionals at NewEdge Advisors. Together, we’re committed to continued innovation and powering best-in-class advisor experiences.”

Stay tuned for more updates on this partnership!

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