About Wealthbox CRM | Who we are, what we do + how we got here

Company | About Us

The Product

Wealthbox® is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

Starburst Labs Logo

The Company

Wealthbox is made and operated by Starburst Labs, Inc. With locations in New York City and Providence, we create, design, develop, and operate a stack of complementary web-and-mobile apps that are vertically aligned in the wealth management sector. 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 and increasing simplicity of the investing experience.

The Founders

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, CEO
John Rourke
CEO
Dan Ferranti, CTO
Dan Ferranti
CTO

Our Location

Wealthbox | Starburst Labs, Inc.
50 Park Row West
Suite 907  Providence, RI 02903
Wealthbox is the Official CRM of Simplicity