Dan Ferranti

Dan Ferranti is an accomplished technology executive with extensive experience in the software industry, serving as CTO and co-founder of Wealthbox since its launch in 2014. Under Dan Ferranti's leadership, Wealthbox has established itself as a premier CRM platform for financial advisors, recognized for its modern design and user experience. Prior to Wealthbox, Dan Ferranti provided technical architecture and product management services as an independent consultant and held senior engineering roles at Constant Contact and Bantam Networks, where significant innovations in social CRM and team collaboration were achieved. Dan Ferranti also co-founded Upswing CRM, developing web-based solutions tailored for financial advisors, and began their career as a software engineer at Network Alliance, contributing to cloud-based IT solutions.