DiscoverStartupsWealthboxWealthbox People
Wealthbox company logo
Wealthbox
Wealthbox® is beautifully designed CRM for modern financial advisors51-200 Employees
  • B2C
  • B2B
  • Growth Stage
    Expanding market presence
Website
Locations
Company size
51-200 people
Total raised
$37.3M
Company type
SaaS
Markets
Financial ServicesInvestment ManagementFinance TechnologyWealth ManagementFin TechFinancial Technology
View 0 jobs

People at Wealthbox

Founders
Dan Ferranti
FounderProvidence
Avatar for Dan Ferranti
CTO of Starburst Labs, developers of @Wealthbase and @WealthBox. Previously Co-Founder of Bantam Live.
Background
John Rourke
FounderNew York City
Avatar for John Rourke
Background
Team
Christine Chan
HR Manager • 5 months
Avatar for Christine Chan
Erin Bickford
Employee
Avatar for Erin Bickford
Graham Riley
VP of Finance • 13 yearsNew York City
Avatar for Graham Riley
CorpDev @wealthboxcrm @Wealthbox @Wealthbase; Past: 6+ yrs in PE @Alliance Consumer Growth & @The Jordan Company in China⎜MBA @Columbia Business School
Jeff Mello
Employee
Avatar for Jeff Mello
Jomin Bishop
Employee
Avatar for Jomin Bishop
Jenna Ghibaudy
SDR Manager • 4 yearsUnited States
Avatar for Jenna Ghibaudy
Steve Carroll
Employee
Avatar for Steve Carroll
Board members and advisors
MichaelKitces
AdvisorReston
Avatar for MichaelKitces
A
One nerd's perspective on the financial planning world... Publisher of The Kitces Report and the blog Nerd's Eye View at http://www.kitces.com.
Back to Overview
Onwards to Culture and benefits