Wealthbox Announces Partnership with Onramp Invest | Wealthbox CRM

Blog/ Partner Updates

Wealthbox Announces Partnership with Onramp Invest

September 23, 2021

Team Wealthbox is excited to announce a new partnership with Onramp Invest, a cryptoasset integration platform for financial advisors.

Advisors: Learn more and get an Onramp discount when you sign up for the Wealthbox + Onramp webinar on November 4th at 2:00pm ET.

Onramp provides the first cryptoasset platform that is fully integrated with advisor workflows and data integrations. Providing an integration platform-as-a-service (iPass), Onramp provides access to cryptoassets for registered investment advisors to enable them to help their clients invest within their existing workflows and billing models.

Wealthbox and Onramp will be releasing a live integration next month that displays digital asset holdings like Bitcoin, Ethereum, Filecoin, and many others on the contact record page in Wealthbox. Users of Wealthbox and Onramp can see their clients’ digital assets summarized across all their Onramp portfolios. In a subsequent development, integrated account openings will further speed up an advisor’s digital account opening workflow.

Tyrone Ross,
CEO of Onramp Invest

“At Onramp we realize CRM is the most critical piece of software for an RIA’s practice management,” says Tyrone Ross, CEO of Onramp Invest. “We’re excited to partner with John and the Wealthbox family to provide seamless access to cryptoasset data within their existing advisor workflows.”

John Rourke,
CEO of Wealthbox

The team at Wealthbox is pumped to be in collaboration with Onramp Invest,” says John Rourke, CEO of Wealthbox, made by Starburst Labs. “We look forward to working with Tyrone Ross, Eric Ervin, and the amazing team at Onramp to help advisors efficiently and responsibly bring their clients into the new world of digital assets.

Join the Webinar

Advisors: Learn more and get an Onramp discount when you sign up for the Wealthbox + Onramp webinar on November 4th at 2:00pm ET.

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