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.

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 ...

PROVIDENCE, R.I., Oct. 30, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot ...

NEW YORK and PROVIDENCE, R.I., June 10, 2025 /PRNewswire/ -- Wealthbox, the #1-rated CRM software platform for financial advisors, announced today that it has entered into a definitive agreement for a ...

Choosing the right CRM can shape how your RIA manages client relationships and daily tasks. Many firms want a system that is easy to use, secure, and designed for financial professionals. Wealthbox ...

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 ...

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 ...

Advisor CRM Platform Bolsters Team With Seasoned Hires Following Series B Investment PROVIDENCE, R.I., Jan. 23, 2023 /PRNewswire/ -- Wealthbox, the fastest-growing CRM platform for financial advisors, ...

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 ...

Carefull, a service and application for monitoring and protecting the finances and personal data of loved ones, this week announced a partnership with Cetera Financial Group, which provides the firm’s ...

The MarketWatch News Department was not involved in the creation of this content. PROVIDENCE, R.I., Oct. 30, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, ...