Wealthbox
1 known investors
Wealthbox is a CRM platform designed for financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and grow their practices. The platform integrates with leading custodians and wealthtech partners and emphasizes modern design and intuitive user experience.
Founders & leadership
Investors · 1
Frequently asked questions
- What does Wealthbox do?
- Wealthbox is a CRM platform designed for financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and grow their practices. The platform integrates with leading custodians and wealthtech partners and emphasizes modern design and intuitive user experience.
- Who founded Wealthbox?
- Wealthbox was founded by John Rourke, Dan Ferranti.
- Who are Wealthbox's investors?
- Wealthbox's investors include Sixth Street.