PROVIDENCE, R.I., March 4, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, announced a two-way sync integration with ClientWorks, LPL Financial's advisor ...

PROVIDENCE, R.I., July 15, 2025 /PRNewswire/ -- Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors' ...

Wealthbox, the eight-year-old customer relationship management platform for financial advisors, announced Tuesday a $31 million Series B round of funding led by private equity firm Frontier Growth.

Wealthbox, a customer relationship management (CRM) platform tailored for financial advisors, has secured a $200m “strategic” majority investment from Sixth Street Growth, a division of the global ...

The MarketWatch News Department was not involved in the creation of this content. PROVIDENCE, R.I., March 9, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, ...

Wealthbox, the top-rated CRM platform focused on the advisor market, is poised to improve its standing in the market with a monster round of private equity financing. The fintech firm has secured a ...

And so it's notable that Wealthbox has (finally) begun to ramp up the release of new AI features within its platform, including this month the announcement of an integrated AI Assistant and AI Agent.

LOS ANGELES--(BUSINESS WIRE)--Altruist, an all-in-one custodial solution for modern financial advisors, announces a strategic integration with Wealthbox CRM. The integration signifies Altruist's and ...

NEW YORK--(BUSINESS WIRE)--Wealthbox CRM, a web-and-mobile CRM service for financial advisors, and Advizr, a financial planning software provider and FPPad’s 2015 Best Client Facing Technology winner, ...

PROVIDENCE, R.I., April 6, 2021 /PRNewswire/ -- Wealthbox, a leading CRM software product designed for financial advisors, announced integration with Schwab Advisor Center. The new integration between ...