About Us
Learn about the company behind the #1 CRM platform for financial advisors
Wealthbox® is CRM for financial advisors.
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. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes.
Leadership
John Rourke
CEO & Cofounder
Dan Ferranti
CTO & Cofounder
Jeff Mello
President & CFO
Erin Bickford
Vice President of Marketing
Shawn Preisler
Senior Vice President of Revenue
Kristen Palmer
Vice President of Customer Support
Michal Kopanski
Head of Design
Steve Carroll
Head of Product
Mike Leone
Head of Engineering
Jomin Bishop
Vice President of Enterprise
Graham Riley
Head of Finance
Amber Foreman
Senior Director of Enterprise Customer Success
Partnerships
Let’s help advisors win, together. Wealthbox integrates with the leading custodial platforms and wealth-tech applications to help our mutual customers connect seamlessly with the tools they love.
Learn More →
Careers
We’re looking for great people to help us compete, partner, and grow! See your work in action with customers and partners at the top tier of financial services.
Contact Us
For general inquiries not related to sales or the app, visit our Contact Us page by clicking the button below. If you need help with the Wealthbox CRM app, then please contact our support team.