Today we’re happy to announce that Robert DeFrancis has been appointed VP of Enterprise Development at Wealthbox. As part of the growing sales team, Robert will report to Wealthbox President & CFO Jeff Mello and work closely with the marketing and product teams amid Wealthbox’s success with large RIA firms, RIA aggregators, and broker-dealers. (See recent Wealthbox announcements with Sanctuary Wealth and Enso Wealth.)
“With its modern technology, sleek design, and constant innovation, Wealthbox is the most exciting CRM company in wealth-tech. I’m thrilled to join…”
Robert joins Wealthbox as an industry veteran and has twenty years of experience helping large financial advisory firms run more efficient, more profitable businesses with CRM software. Most recently, he was Head of RIA Sales at Practifi CRM for two years, and prior to that he was Director of Sales at Junxure CRM for seventeen years.
“We’re delighted Robert is joining Team Wealthbox,” said Wealthbox CEO John Rourke. “His deep experience in selling CRM software to large enterprise customers in the RIA space will help further increase Wealthbox’s growth in this burgeoning market segment.”
Robert DeFrancis said, “With its modern technology, sleek design, and constant innovation, Wealthbox is the most exciting CRM company in wealth-tech. The Wealthbox product is built by a fantastic team that results in super happy customers and amazing business performance metrics. I’m thrilled to join this savvy company and help accelerate Wealthbox’s success.”
RIA firms, advisor networks, and broker-dealers: Want to learn more about Wealthbox enterprise offerings? Check out the enterprise features on our pricing page, and set up a 1-on-1 demo with our sales team.