About Wealthbox

Building software that financial advisors love.

Integrated with leading custodians and wealthtech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience.

Trusted by premier advisory firms

Trusted by leading financial firms
Our Story

CRM built for the way
advisors actually work.

In 2014, Wealthbox cofounders John Rourke and Dan Ferranti saw financial advisors stuck with CRMs that were outdated, overbuilt, and expensive. So they built something different.

A clean interface. Workflows that make sense. Deep integrations with the custodians, portfolio tools, and planning software advisors rely on. AI built for wealth management, not bolted on from somewhere else.

Today, thousands of advisory firms run on Wealthbox to manage client relationships, automate back-office work, and grow their practices. We’re just getting started.

Leadership

John Rourke CEO and Cofounder at Wealthbox

John Rourke

CEO & Cofounder

Dan Ferranti

CTO & Cofounder

Jeff Mello

President & CFO

Willie Mullen

Willie Mullen

Senior Vice President of Sales

Erin Bickford, VP of Marketing at Wealthbox

Erin Bickford

Vice President of Marketing

Matt Buckley

Vice President of Finance

Steve Carroll

Head of Product

Michal Kopanski, Head of Design at Wealthbox

Michal Kopanski

Head of Design

Mike Leone

Mike Leone

Vice President of Engineering

Kristen Palmer VP of Customer Support, Wealthbox

Kristen Palmer

Vice President of Customer Support

Partnerships

Let’s help advisors win, together.

Wealthbox integrates with the leading custodial platforms and wealthtech applications to help our mutual customers connect with the tools they rely on.

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Careers

Find your role.

We’re building the CRM advisors choose to run their practice on. Join a focused team doing meaningful work in an industry that matters.

See open positions

Questions?

For general inquiries not related to sales or the app, visit our Contact Us page. If you need help with the Wealthbox CRM app, then please contact our support team.
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