Alden Investment Group Selects Wealthbox Enterprise CRM for 100+ Users

PROVIDENCE, R.I., Oct. 1, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an independent financial services firm headquartered in Wayne, Pennsylvania. Under this agreement, more than 100 of Alden's advisors and staff will use Wealthbox Enterprise to streamline client management and enhance firm-wide collaboration.

Alden Investment Group selected Wealthbox for its intuitive interface, ease of adoption, and modern workflows that improve productivity across teams. The firm was also drawn to the advanced reporting capabilities and administrative controls that provide visibility and oversight across large advisory teams.

"Enterprise firms like Alden are recognizing the value of modern CRM technology that combines simplicity with power," said Jomin Bishop, VP of Enterprise Sales at Wealthbox. "We're proud to partner with Alden and support their advisors with the tools they need to serve clients more efficiently."

"We were looking for a CRM that could scale with our business and provide an excellent experience for our advisors," said Phinon H. Woodside, Chief Experience Officer of Alden Investment Group. "Wealthbox's clean design, powerful features, and enterprise-level support made it the right choice for our firm."

About Wealthbox

Wealthbox® is a CRM platform for financial advisors. Integrated with leading custodians and wealthtech partners, Wealthbox is recognized for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology enables financial advisors, enterprise RIA firms, and broker-dealers to effectively manage client relationships and streamline operations, ultimately driving growth in their practices. Learn more at www.wealthbox.com.

About Alden Investment Group

Alden Investment Group is an independent financial services firm headquartered in Wayne, Pennsylvania. Founded in 1995, Alden offers comprehensive wealth management and investment solutions through its broker-dealer, J. Alden Associates, and two registered investment advisors, Alden Capital Management and Alden Investment Advisors. With $2.75 billion in assets under management, Alden provides flexible platforms and personalized services to help clients and advisors achieve their goals. Learn more at www.aldeninvestmentgroup.com.

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SOURCE Wealthbox