Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship


Wealthbox today announced that Sanctuary Wealth, an advanced RIA platform designed for the next generation of elite advisors, has signed an agreement for the enterprise version of Wealthbox and its CRM workspace technology.

The Sanctuary Wealth advisor network includes partner firms in 28 states with approximately $25 billion in assets under advisement. In the multi-year agreement, Wealthbox Enterprise will now be used by Sanctuary Wealth advisors at partner firms across the country who rely on this CRM technology for internal collaboration as well as to manage client relationships.

“Sanctuary Wealth works consistently to assist our partner firms in developing their own businesses to the fullest and meeting all of their clients’ needs. This enterprise-grade CRM technology will make an important contribution to this objective,” said Jene Hoosier, Head of Platform Strategy at Sanctuary Wealth. “We have been using Wealthbox for three years, and their technology has proven to have high user adoption among our existing advisors. We also believe their CRM will help attract new break-aways which aligns with our overall growth objectives.”

“We’re delighted to enhance our business relationship through this new Wealthbox Enterprise agreement with Sanctuary Wealth,” said John Rourke, CEO and cofounder of Wealthbox. “We’re excited to work closely with the Sanctuary Wealth team and continually release new CRM features to help streamline operations for advisors and support their clients’ financial planning and investing goals.”

For advisors considering a move to RIA independence, the companies will be co-hosting a webinar showcasing the Wealthbox CRM technology and Sanctuary Wealth platform offerings. Sign up now.

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