Wealthbox

PROVIDENCE – November 02, 2026 -- Wealthbox, the advisor CRM provider, has hired Anand Sheth, founder and former CEO of Pulse360, to build AI and enterprise features for the large RIAs, broker-dealers and advisor networks that make up a fast-growing share of its customer base.

Sheth brings nearly 20 years of Ameriprise experience to the product team

Sheth spent nearly 20 years at Ameriprise Financial in practice management, client service and compliance roles. He later served as Chief Operating Officer of Confluence Wealth Management Group. In 2019 he founded Pulse360, which automates meeting prep, notes, follow-ups and compliance records for advisors.

Pulse360 was a 2021 WealthManagement.com Industry Awards finalist and launched AI-powered note-taking in 2023. It integrated with leading advisor CRMs, including Wealthbox.

PROVIDENCE – October 29, 2026 -- Wealthbox launched Wealthbox Vault, an add-on that gives advisory firms unlimited file storage, full-content search, retained file versions and a Compliance Monitor role with a complete audit log of file activity. Separately, Wealthbox AI can now read documents stored in the CRM on every Wealthbox plan.

Vault blocks file deletion, including by firm administrators

Files stored in Vault cannot be deleted by any user. Archiving removes a file from active view but preserves the record. When a new version is uploaded, every previous version is retained.

Firms can export all Vault files, or a filtered set, at any time as a .zip that preserves folder structure and includes a CSV manifest.

Providence, R.I. – September 18, 2026 -- Wealthbox, a CRM software provider for financial advisors, has become a launch partner for Claude for Financial Advisors, a new offering from Anthropic that embeds the Claude AI model into advisor workflow tools.

Wealthbox connector brings client history directly into Claude

The new Wealthbox connector for Claude includes prebuilt skills that let advisors pull client history, notes, and activity stored in Wealthbox directly into Claude's reasoning environment. Advisors can use the tool to prepare meeting agendas, organize post-meeting follow-up that saves back into Wealthbox, summarize recent client activity, draft client communications, and identify outstanding tasks.

SHERIDAN, WYOMING - April 14, 2026 - Wealthbox, the CRM platform rated first in the wealthtech category on G2, has introduced Wealthbox AI, framing the upgrade as a shift "from system of record to system of action." The expansion is anchored by an AI Notetaker that automatically records, transcribes, and produces actionable notes from client meetings without requiring advisors to leave the platform. Wealthbox serves independent advisors, enterprise firms, banks and credit unions, family offices, trust companies, and broker-dealers, positioning the AI additions as cross-applicable across firm types and scales. The platform currently connects to over 150 custodial platforms and wealthtech applications.