Articles tagged "WealthBox"
Headline
Publish date
Wealthbox raises $31 million after finding its groove converting Salesforce and Redtail CRM users and leaping up the marketshare ranks
The Providence, R.I., party-crasher has romped on the lower end by being simple, intuitive and cheap, but sees upmarket beckoning; capital will fund a hiring and spending spree to capitalize on software shift to planning that puts CRM back at the center
March 28, 2022 at 11:14 PM
After promising to make RIAs job one, new Betterment CEO puts trust in RIA brands --and knocks off XYPN-- to create an Envestnet-lite outsourcer for start-up shops and breakaways
Betterment is using four software and services vendors and discounts up to $3,100 per RIA per year after getting the idea from one of its largest customers
June 23, 2021 at 9:31 PM
Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant
A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades
September 19, 2018 at 10:20 PM
Tiburon CEO Summit extrudes big news: Betterment Institutional is born
Steve Lockshin lays out his plans for TAMP-like venture and how Michael Kitces, a public critic of the Betterment CEO, very much fits in
April 8, 2014 at 9:39 PM
How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim
February 13, 2014 at 5:49 PM
VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.
Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain
