Tag : Wealthbox

Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users
Artificial Intelligence Finance News

Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM platform for financial advisors, announced that Gradient Financial Group, a financial services enterprise headquartered in Minnesota, has selected Wealthbox Enterprise CRM and the Wealthbox AI Notetaker for rollout across its network of financial professionals and employees throughout its family of 13 companies. The implementation will begin......
Wealthbox Integrates with Envestnet for Smarter Investment Management
Fintech Investment Services News

Wealthbox Integrates with Envestnet for Smarter Investment Management

PR Newswire
by PR Newswire0
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential......
Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation
Fintech Investment Services News

Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation

PR Newswire
by PR Newswire0
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. The partnership marks a major milestone in Wealthbox’s evolution and positions......
Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs
Artificial Intelligence Compliance management News Security

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors’ Leading CRMs

Cision PRWeb
by Cision PRWeb0
Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors. Bloks unveiled a native integration with Wealthbox, enabling financial advisors to sync AI-generated meeting notes and enriched client data directly into the CRM they already trust—all while maintaining the highest......
Wealthbox Introduces Two-Way Sync Integration with LPL Financial's ClientWorks Platform
Finance Fintech News

Wealthbox Introduces Two-Way Sync Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced a two-way sync integration with ClientWorks, LPL Financial’s advisor technology platform. This powerful integration allows LPL-affiliated advisors to sync client data between Wealthbox and ClientWorks, streamlining workflows and ensuring client information remains accurate and up-to-date across both platforms. “We’re grateful for......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Bitsy Launches Version 2 of Its Platform
Finance News

Bitsy Launches Version 2 of Its Platform

Fintech News Desk
by Fintech News Desk0
New platform and integration partners prove value, need, and uniqueness of Bitsy’s offerings Financial advisor automation software company Bitsy is excited to announce the rollout of the second version of its platform. Bitsy specializes in workflow automation tools for financial advisors that are powerful and easy to use, providing a......
Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Fintech News Desk
by Fintech News Desk0
Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
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