We are excited to announce a strategic growth investment in Wealthbox, a leading CRM software platform for financial advisors. Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers to track client relationships, collaborate as a team, and streamline operations. Launched in 2014 by serial entrepreneurs John Rourke and Dan Ferranti, Wealthbox is known for its modern product design, powerful features, and intuitive user experience, and is now integrated with leading custodial platforms and wealth-tech products.
Wealthbox’s talented team, impressive growth rate, and excellent business metrics are a great fit for the added support, expertise, and funding we offer. We look forward to the partnership with the Wealthbox team to help financial advisory firms better operate their businesses with Wealthbox as their hub software.
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