We're launching our Wealthbox integration. It's already live with clients using it today.

This is the newest addition to a growing list of platforms where AdvizorPro data lives natively. We're already connected to Salesforce, Microsoft Dynamics, HubSpot, and Snowflake, plus our own API for anyone building custom. Zoho and DealCloud are next in the pipeline. Wealthbox is the next step in integrating AdvizorPro's data and intelligence directly inside all of the platforms our clients use to run their business.

Who's on Wealthbox

Wealthbox has grown into one of the most widely used CRMs in the advisor world, and its customer base spans the full range of the wealth channel.

On the broker-dealer and OSJ side, Wealthbox is built to handle multi-office, multi-advisor structures with the control home offices need. Steward Partners, an independent wealth management firm managing over $38 billion in assets, rolled out Wealthbox's multi-workspace configuration specifically to support its role as an active RIA acquirer, managing multiple advisor teams under one enterprise structure. Alden Investment Group standardized on Wealthbox across more than 100 advisors and staff for the same reason.

On the RIA side, the range runs just as wide. Sanctuary Wealth adopted Wealthbox across partner firms in 28 states, representing roughly $25 billion in advisory. Avidian Wealth Solutions has used Wealthbox while growing past 50 team members, largely through M&A. And plenty of solo advisors and small teams run on Wealthbox for the same reason they always have: it's simple, fast, and powerful.

That range, small teams all the way up to large advisor platforms, broker-dealers to independent RIAs, is exactly the range where recruiting liftouts and M&A deals happen. These firms need the same thing before they commit to a move: a fast, accurate read on an advisor or a firm. Not just AUM and tenure, but team AUM, tech stack, RIA affiliation history, individual advisor characteristics, client focus and niche, personal connection points, and direct contact data. That's exactly what the AdvizorPro Wealthbox integration and data adds to the record seamlessly.

The use case: recruiting and M&A, at every size

Wealthbox's audience and AdvizorPro's use cases overlap directly, because growth in this industry almost always includes one of two things: recruiting an advisor or acquiring a firm. Here's how that plays out at different points in the market.

Broker-dealers and OSJs recruiting advisors. Home office and field recruiting teams need to know who's out there before they make the call. AdvizorPro data inside Wealthbox means a recruiter can see an advisor's team AUM, tenure, licensing, tech stack, client focus, and firm history without leaving the record they're already working in. No separate research step before the outreach, and no cold intro. You already know their niche and have a real connection point before you dial.

RIA acquirers evaluating targets. Firms running an active acquisition strategy need fast answers on a target firm's AUM, advisor count, tech stack, client concentration, and affiliations. That's diligence work that used to mean pulling from three or four sources. Now it's in the CRM record from the start of the conversation, down to the individual advisors on the team and how they operate.

Growing RIAs building through breakaways. Firms like Avidian that scale by bringing in breakaway advisors need to identify who's a fit, not just who's mobile. That means knowing an advisor's client focus, current RIA tech stack, and book characteristics before the first call, so the pitch is built around what actually matters to them.

Small teams recruiting heavily to grow. This isn't about every solo advisor. It's the teams actively building through recruiting. For them, AdvizorPro's contact data and personal connection points turn a cold outreach list into a warm one, and the advisor and firm detail means the first conversation is already informed.

Staying current on the people and firms already on your radar. Recruiting and M&A aren't one-time lookups. An advisor you passed on last year moves firms. A target RIA's AUM jumps 30 percent. A firm you're tracking doubles headcount in six months. AdvizorPro keeps that record current in Wealthbox, so the names already in your pipeline don't go stale. The right moment to reach back out shows up in the data before it shows up anywhere else.

Different size, different seat at the table, same underlying need: know who you're talking to, and when things change, before you talk to them.

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The bigger picture

Every platform we connect to reflects where our clients actually run their business. Salesforce and Dynamics for the larger enterprise shops. HubSpot for firms running marketing and sales together. Snowflake for teams doing their own data modeling. The API for everyone else building something custom. Wealthbox extends that same principle to the advisor and OSJ audience that overlaps so heavily with our recruiting and M&A use cases.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

Wealthbox is live now, and we're not stopping there. See how AdvizorPro's advisor intelligence fits into the platform you already run your business on. Book a quick demo.

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