Business
Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite
Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services firm providing wealth management, securities brokerage, clearing, and investment banking services to clients around the world.
About this update from Wealth Management Inc
[{"type":"text","content":"PROVIDENCE, R.I., March 17, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services firm providing wealth management, securities brokerage, clearing, and investment banking services to clients around the world.","length":376,"tagName":"p"},{"type":"image","alt":"Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship (PRNewsfoto/Wealthbox)","displaySize":"","headline":null,"caption":"Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship (PRNewsfoto/Wealthbox)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":122,"url":"https://media.zenfs.com/en/prnewswire.com/f99bac67366db38a4e4d70271b1305c7"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/.bz3dR7QTN_nxFzOKepoFA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTIxNTtjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/f99bac67366db38a4e4d70271b1305c7","width":400,"height":122}},"href":"https://mma.prnewswire.com/media/1976754/Wealthbox_Logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":"This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network. With this partnership, Wedbush Wealth Management will use Wealthbox's modern CRM capabilities to streamline advisor workflows, strengthen client engagement, and support firmwide compliance initiatives.","length":320,"tagName":"p"},{"type":"text","content":"Wedbush has built its reputation on delivering comprehensive financial services and continues to innovate across its business lines. Adding Wealthbox reinforces its advisor-first approach and deepens its technology offering.","length":224,"tagName":"p"},{"type":"text","content":""We're committed to giving our advisors every advantage to grow their practice and serve clients at the highest level," said Chris Mone, EVP and Head of Wealth Management at Wedbush. "Selecting Wealthbox was a natural extension of that commitment, as its powerful functionality and intuitive design fit directly into the streamlined, scalable infrastructure we've built for our teams."","length":413,"tagName":"p"},{"type":"text","content":""Wedbush selecting Wealthbox underscores our ongoi...