Modern CRM for financial advisors. Get a free trial at Wealthbox.com.
Joined June 2013
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- Followers 4,755
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3,566 Photos and videos
Jun 9
๐ Introducing Custom Navigation in Wealthbox! Firms can now customize the Wealthbox left-hand menu to match the way their team operates. Learn more ๐ wealthbox.com/introducing-cuโฆ
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Jun 8
๐ Most CRMs store information. Wealthbox AI Assistant helps advisors act on it. See how advisors are using the Wealthbox AI Assistant for meeting prep, task prioritization, account insights, and follow-up management. ๐ wealthbox.com/what-advisors-โฆ
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Jun 5
๐ New in Wealthbox: Custom Objects to build any record type your firm needs! Learn more ๐ wealthbox.com/custom-objectsโฆ
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May 14
๐Your AI Notetaker just got a major upgrade. 5 new updates are now live in Wealthbox, including richer Meeting Prep context, more flexible meeting visibility, Android in-person recording, and more. Learn what's new ๐ wealthbox.com/5-updates-to-aโฆ
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May 6
๐ฃ Wealthbox announces a new enterprise agreement with The Joseph Group! Learn more ๐ tinyurl.com/nb6uz9du
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Apr 1
๐ New AI Notetaker enhancements are now available in Wealthbox. Learn more ๐ tinyurl.com/5xhxsuzv
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Mar 18
๐ฃย New Partnership! Signal Advisors now integrates with Wealthbox to simplify advisor workflows. Learn more ๐ tinyurl.com/67ncxkrd
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Mar 17
๐ฃ Wealthbox announces a new enterprise CRM agreement with Wedbush. Learn more ๐ wealthbox.com/wedbush-chooseโฆ
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Mar 9
๐Wealthbox announces early access to new AI features at @FutureProof_HQ today. Agents, Playbooks, and an AI Assistant move the CRM beyond a system of record into a system of action. Learn more ๐ prnewswire.com/news-releasesโฆ
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Mar 4
๐ฃ Wealthbox announces a new enterprise CRM agreement with Quotient Advisor Partners! Learn more ๐ tinyurl.com/3syrymk8
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Feb 19
๐ฃ CRM AI Notetaking: Wealthbox announces a new enterprise agreement with S.E.E.D. Planning Group! Learn more ๐ tinyurl.com/365a7txd
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Feb 11
๐ The Wealthbox AI Notetaker just got even better. Advisors can now upload recordings, track meeting activity with new Meeting Reports, and so much more. Learn about all the latest AI Notetaker enhancements ๐ wealthbox.com/new-ai-notetakโฆ
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Jan 28
โณ Starting soon! Join Steve Carroll and Chris Kopanski for our webinar at 2pm ET on the three product areas weโre putting in sharp focus for 2026: Cross-Workspace Reporting, Triggers & Automations, and Custom Objects. Register nowย ๐ tinyurl.com/6fxwx8e5
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18 Dec 2025
Starting soon! Join product experts Steve Carroll and Chris Kopanski for a webinar on all the new productivity features in Wealthbox. Register now ๐ tinyurl.com/yhvhn7f5
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17 Dec 2025
Wealthbox 2025 Year in Review: From releasing our AI Notetaker to major expansions in enterprise capabilities, 2025 marked one of the most significant growth periods in Wealthbox history. Read the full recap ๐ wealthbox.com/wealthbox-2025โฆ
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13 Nov 2025
๐ฃ Wealthbox announces a new enterprise CRM agreement with Phillips & Company Advisors! Learn more ๐ tinyurl.com/32bjfe4s
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11 Nov 2025
From meeting prep to follow-up (and every note in between), discover 15 features of the Wealthbox AI Notetaker that make advisor meetings effortlessly organized. Learn more ๐ tinyurl.com/3af3jfer
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9 Oct 2025
๐ฃ New Partnership! Fispokeโข now integrates with Wealthbox to streamline account applications for advisors. Learn moreย ๐ tinyurl.com/yc733tth
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