Wealthbox released a press release today announcing a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services firm providing wealth management, securities brokerage, clearing, and investment banking services to clients around the world.
This enterprise agreement makes Wealthbox available to users across the division’s nationwide advisor network. With this partnership, Wedbush Wealth Management will use Wealthbox’s modern CRM capabilities to streamline advisor workflows, strengthen client engagement, and support firmwide compliance initiatives.
Wedbush has built its reputation on delivering comprehensive financial services and continues to innovate across its business lines. Adding Wealthbox reinforces its advisor-first approach and deepens its technology offering.
Chris Mone, EVP and Head of Wealth Management at Wedbush
“We selected Wealthbox because it delivers powerful functionality our advisors need, without the complexity,” said Chris Mone, EVP and Head of Wealth Management at Wedbush. “The intuitive interface, strong integration ecosystem, and deep reporting tools make it easier for our teams to stay organized, serve clients efficiently, and scale operations as we grow.”
“Wedbush selecting Wealthbox underscores our ongoing success in serving enterprise firms and the growing demand for intuitive, advisor-centric technology at scale,” said John Rourke, CEO and Co-founder at Wealthbox. “As we move further upmarket, we remain focused on delivering advanced CRM software that meets the complex needs of large-scale organizations while maintaining the simplicity advisors love.”
John Rourke, CEO and Co-founder at Wealthbox
