PROVIDENCE, R.I., Oct. 26, 2023 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial's (LPLA) advisor ...

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 ...

New read-write capabilities will allow financial advisors to nurture authentic relationships more efficiently. RALEIGH, N.C., March 2, 2023 /PRNewswire/ -- Levitate, the client happiness platform ...

Over the last two years, AI meeting note tools have gone from being essentially nonexistent as a software category to the fastest-growing category on the Kitces AdvisorTechMap. According to the most ...

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 ...

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 ...

PROVIDENCE, R.I., May 22, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Tucker Asset Management, a leading ...

PROVIDENCE, R.I., Sept. 4, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Stonebridge Financial Group, a ...

Wealthbox, a customer relationship management (CRM) software provider for financial advisors, has secured a $200 million strategic majority investment from Sixth Street Growth, the growth investing ...