About Us
Learn about the company behind the #1 CRM platform 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.
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
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.
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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.
