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.


John Rourke CEO and Cofounder at Wealthbox

John Rourke

CEO and Cofounder

Dan Ferranti

CTO & Cofounder

Jeff Mello

President & CFO

Shawn Preisler

Senior Vice President of Revenue

Erin Bickford, VP of Marketing at Wealthbox.

Erin Bickford

Vice President of Marketing

Jomin Bishop, VP of Enterprise Sales at Wealthbox

Jomin Bishop

Vice President of Enterprise

Steve Carroll

Head of Product

Amber Foreman

Head of Customer Success

Mike Leone

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.

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.