Amplify adds Wealthbox CRM to multi-custodial platform
- Jun 8
- 1 min read
Haxell, J. (2026, June 5). Amplify adds Wealthbox CRM to multi-custodial platform. FinTech Global. https://fintech.global/2026/06/05/amplify-adds-wealthbox-crm-to-multi-custodial-platform/
Amplify Technology, an AI-native RIA operating platform built on data lake architecture, has announced a new integration with Wealthbox CRM, a widely adopted CRM platform in the independent advisory space.
The integration enables client data held within Wealthbox to flow directly into Amplify's digital onboarding workflow and continue through multi-custodial account opening, investment management, trading, and performance reporting.
The connection eliminates duplicate data entry across the client lifecycle by automatically populating onboarding fields such as name, address, email, date of birth, and phone number once Wealthbox is connected via secure authorisation.
Wealthbox joins an expanding list of Amplify integrations that includes Redtail CRM, Goldman Sachs Custody Solutions, and DocuSign.
The partnership reflects Amplify's API-first architecture, which is designed to consolidate best-in-class FinTech tools into a single operating environment rather than fragmented workflows.
Amplify is a unified wealth management operating platform serving RIAs, broker-dealers, and wealth management enterprises, currently supporting more than 655 advisors and $24.5bn in assets.
Amplify chief product officer Churni Bhattacharya stated that the integration exemplifies the firm's all-in-one approach of building where appropriate and partnering where appropriate while maintaining a unified underlying layer of data, execution, and presentation.