Wealthbox operates as a remote-first company with many of our employees in the New York City and Providence regions as well as from around the United States.
CEO and Cofounder
CTO & Cofounder
President & CFO
Senior Vice President of Revenue
Vice President of Marketing
Vice President of Sales
Head of Product
Head of Customer Success
Head of Engineering
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.
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.