New updates have been reported about Wealthbox.
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Wealthbox has secured an enterprise-wide CRM deployment with the Wealth Management division of Wedbush Securities, positioning its platform at the core of a nationwide advisor network. Under the agreement, Wedbush advisors will use Wealthbox to centralize client data, streamline workflows, and support compliance processes across the firm’s U.S. footprint.
The deal advances Wealthbox’s move upmarket into large enterprise wealth-management clients, with CEO John Rourke highlighting that the Wedbush win validates demand for advisor-centric CRM that can scale to complex organizations. Wedbush’s leadership framed the selection as a strategic upgrade to its technology stack, citing Wealthbox’s usability and fit with its existing infrastructure, signaling further opportunities for Wealthbox to deepen penetration among RIAs and broker-dealers seeking integrated CRM and AI-driven practice management.