Machine Learning Catchlight Brings Growth Insights to Wealthbox AIT News Desk Dec 7, 2022 New integration adds AI-driven lead scores and insights to Wealthbox’s CRM, helping to prioritize advisors’ prospects and empowering engagement…
Financial Services Wealthbox Announces $31 Million Equity Investment from Frontier Growth AIT News Desk Mar 9, 2022 Wealthbox, a leading CRM software platform for financial advisors, announced that Frontier Growth, a growth equity firm focused on fast-growing…
Computing Infinex Financial Group Partners with Wealthbox to Offer CRM to Its Financial Advisors AIT News Desk Mar 2, 2020 Wealthbox announced it has been selected by Infinex Financial Group to offer Wealthbox as an approved CRM choice for Infinex advisors across the…