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.

PROVIDENCE – October 28, 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.

Providence, R.I. – September 17, 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.