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