PROVIDENCE, R.I., March 5, 2025 /PRNewswire/ — Wealthbox, the highest-rated CRM software for financial advisors, today announced a new enterprise CRM agreement with Perennial Financial Services, one of the fastest-growing Hybrid RIA firms at LPL Financial over the past four years based on net new asset growth.
The enterprise agreement makes Wealthbox available to 40+ licensed advisors and support staff at Perennial, enabling them with a modern CRM solution to streamline operations, enhance collaboration, and strengthen client relationships.
Perennial, recognized for its client-first philosophy and commitment to integrity, transparency, and excellence, selected Wealthbox for its intuitive design, powerful workflow automation, and seamless integration with key financial technology platforms. Implementing Wealthbox will support Perennial Financial Services advisors in delivering personalized, independent financial guidance while increasing operational efficiency.
“We are excited to provide Perennial with a best-in-class CRM that aligns with their commitment to serving clients with excellence,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “With Wealthbox, Perennial’s advisors will have the tools to manage client relationships more efficiently, automate workflows, and continue their strong growth trajectory.”
“Wealthbox’s intuitive design, collaborative features, and deep integrations with our technology stack were key factors in our decision,” said John B Petrick, Senior Managing Director at Perennial. “By leveraging Wealthbox’s capabilities, our advisors can enhance productivity, streamline efficiencies, improve client service, and focus on delivering personalized financial strategies tailored to each client’s goals.”
About Wealthbox
WealthboxĀ® is a CRM platform for financial advisors. Integrated with leading custodians and wealthtech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Learn more atĀ www.wealthbox.com.
About Perennial Financial Services
Perennial Financial Services is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 2004, with over $3 billion in investable assets, 40+ licensed advisors, and a presence in 17 office locations across seven states, Perennial Financial Services offers a turnkey platform for transitioning advisors pursuing independence without the burden of running the day-to-day operations, compliance and oversight associated with owning and operating an RIA. As one of LPL Financial’s fastest-growing enterprises based on net new asset growth, Perennial is committed to helping clients build, preserve, and transfer wealth across generations. For more information, please visit www.gohybridria.com. Advisors associated with Perennial Financial Services are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC, and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Perennial Investment Advisors, LLC, a registered investment advisor. Perennial Investment Advisors, and Perennial Financial Services are separate entities from LPL Financial.
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SOURCE Wealthbox
