PROVIDENCE, R.I., March 25, 2025 /PRNewswire/ — Wealthbox, the fastest-growing and #1-rated CRM software platform for financial advisors in the United States, is excited to announce its plan to expand into Canada next month. In April, Wealthbox will host customer data on in-country servers through Amazon Web Services (AWS) to support Canadian advisory firms and ensure alignment with local data regulations.
This strategic expansion reflects Wealthbox’s commitment to providing a modern, intuitive, and secure CRM software platform to financial professionals across North America. With the introduction of in-country AWS hosting, Canadian wealth management firms will benefit from Wealthbox’s faster performance, improved data privacy, and alignment with Canadian data residency requirements.
“We are thrilled to bring Wealthbox to Canadian financial advisors,” said John Rourke, CEO of Wealthbox. “By hosting customer data in Canada, we’ll deliver the same seamless user experience while aligning with Canadian firms’ data security and regulatory needs.”
The Wealthbox expansion into Canada is part of the company’s ongoing mission to enable financial advisors with cutting-edge technology that enhances collaboration, streamlines workflows, and drives business growth. Canadian financial advisors can look forward to accessing the full suite of Wealthbox features, including contact and task management, automated workflows, AI-generated reporting, and seamless integrations.
As part of the expansion, Wealthbox is committed to partnering with Canadian financial services firms, tech partners, and industry associations to support the Canadian market’s needs. Advisors in Canada can now sign up to be notified of the Wealthbox offering.
For more information about Wealthbox and its expansion into Canada, visit www.wealthbox.com/canada.
About Wealthbox
Wealthbox is a leading CRM software platform for financial advisors, providing modern, intuitive, and collaborative tools to manage client relationships, streamline operations, and drive business growth. Trusted by thousands of advisory firms across the United States—and soon, Canada—Wealthbox makes running your practice easier than ever. Learn more at www.wealthbox.com.
SOURCE Wealthbox