CRM startup Wealthbox earns financial backing from serial entrepreneur Steve Lockshin
Convergent Wealth Advisors chief also deploying the software for his new advisory firm.
Serial wealth management entrepreneur Steven D. Lockshin is giving financial backing to a startup company that allows advisers to manage client accounts and social media outreach on their smartphone.
Wealthbox, a client relationship management product for financial advisers owned by Gotham Tech Labs
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