Wealthbox Launches AI Layer to Shift Advisor CRM from Record-Keeping to Active Workflow Execution
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.