Company | About Us

The Product

Wealthbox® is a web-and-mobile CRM application for financial professionals. Version 1.0 of Wealthbox for financial advisors was launched on February 11, 2014. New features and editions of Wealthbox in financial services are in development now.

The Company

Starburst Labs, Inc., owns and operates Wealthbox CRM. We create, design, and develop online products that connect financial professionals with investors. With a focus on simplicity and usability, our online products make use of modern design and development practices and reflect the growing consumerization of the financial enterprise. We have an aversion to clunky, bloated, and complex online products.

The Team

Starburst Labs is comprised of John Rourke, CEO, and Dan Ferranti, CTO, and a team of designers, developers, and customer support personnel with deep experience in fin-tech CRM, social media, and software-as-a-service operations. Interested in joining us? We are hiring.

John Rourke


Dan Ferranti


Our Advisory Board

Steve Lockshin is a Barron’s top-ranked financial advisor and has an exceptional track record as a wealth management executive in various firms and tech ventures. Michael Kitces is a prolific blogger, analyst, speaker, and accredited financial advisor in the wealth management space. People wonder if he ever sleeps. See the announcement on the appointments of Messrs. Lockshin & Kitces to our advisory board.

Our Location

We are headquarted in the SoHo District of New York City.

Wealthbox | Starburst Labs, Inc.
594 Broadway
Suite 1004
New York City, NY 10012

Wealthbox is the Official CRM of Simplicity