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Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users

On Jan. 6, 2026, Wealthbox announced Gradient Financial Group selected Wealthbox Enterprise CRM and the Wealthbox AI Notetaker for rollout across its family of 13 companies.
Gradient sought a CRM with low administrative overhead and intuitive use, with Ryan Morrison calling Wealthbox "the most reliable platform we've encountered" and Tami Lucius praising its shared philosophy.
Beginning immediately with 700 users, the Wealthbox AI Notetaker automatically captures, transcribes, and summarizes client meetings with plans to expand to more than 2,000 users.
Efficiency gains are expected as streamlined onboarding and reduced administrative load will let advisors and support staff operate more efficiently, with Wealthbox integrating Gradient's proprietary tech stack.
With the partnership in place, Jeff Mello, President and CFO of Wealthbox, said 'This partnership represents a meaningful step forward in how Gradient supports its advisors', enhancing services for independent financial professionals nationwide.

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Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users

ARDEN HILLS, Minn. and PROVIDENCE, R.I., Jan. 6, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM platform for financial advisors, today announced that Gradient Financial Group, a financial services enterprise

3 months ago·New York, United States

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