ESI Makes Wealthbox Available to Its 650 Financial Professionals

Equity Services, Inc. (ESI), a broker-dealer and corporate RIA affiliated with National Life, supports approximately 650 financial advisors across the United States. With an open-architecture technology platform offering more than 30 solutions, ESI is committed to giving advisors the flexibility to choose the tools that work best for their businesses.

In this Wealthbox Customer Story, Richard Whalen, Vice President of Technology Strategy and Execution, and Amanda Atwood, Director of Product Management at ESI, share why the firm added Wealthbox to its technology platform and how the CRM is helping deliver a more connected advisor experience.

For ESI, the decision was driven by advisor demand, Wealthbox’s extensive integration ecosystem, and its commitment to innovation.

“It was a natural fit. I honestly don’t know why we didn’t do it sooner.”

Wealthbox’s ability to bring client information, workflows, and everyday activities together in one intuitive workspace aligns with ESI’s goal of making technology easier for advisors to use.

The team also highlights Wealthbox’s smooth onboarding experience and integrations with technology partners already on ESI’s platform. One pilot advisor was up and running on Wealthbox within just two days.

Stay tuned for more Wealthbox customer stories coming soon!