Wealthbox is a web and mobile CRM application for financial professionals.

Apps

Enterprise Software

Wealthbox

Wealthbox's headquarters in New York, NY, United States

John Rourke

Erin Bickford

Dan Ferranti

Willie Mullen

Andrew Ladwig

Jeff Mello

The Engineering team at Wealthbox develops and maintains the core web and mobile CRM applications for financial professionals. This includes writing and testing code, designing user interfaces, ensuring system reliability, and optimizing performance to deliver a seamless and user-friendly experience. They collaborate closely with other departments to implement new features and improve existing functionalities.

Engineering

The Sales Team at Wealthbox is responsible for driving revenue growth by identifying and securing new business opportunities. This includes engaging with prospective clients, demonstrating the CRM application's value, and tailoring solutions to meet the needs of financial professionals. Team members collaborate to nurture leads through the sales funnel, ensuring a smooth transition from prospect to long-term customer.

Sales Team

The Leadership Team at Wealthbox is responsible for setting the strategic direction and vision of the company, driving growth and profitability, and ensuring operational excellence. This team oversees various functions including sales, engineering, marketing, and finance to deliver a robust CRM solution tailored for financial professionals.

Leadership Team

The Customer Support and Success Team at Wealthbox ensures financial professionals have a seamless experience using the CRM application. They handle inquiries, provide technical assistance, manage client onboarding, and drive user adoption and satisfaction to help clients achieve their business goals.

Wealthbox

Org chart

Teams

Engineering

Sales Team

Leadership Team

Customer Support and Success Team

Offices

Wealthbox

Org chart

Teams

Engineering

Sales Team

Leadership Team

Customer Support and Success Team

Offices

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