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

Dan Ferranti

Willie Mullen

Jeff Mello

Erin Bickford

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

This department focuses on generating leads and nurturing relationships to drive sales opportunities.

Sales Development

This department focuses on the development, strategy, and execution of product initiatives to enhance partnerships and drive product success.

Product Management

This department is responsible for driving revenue through client acquisitions and managing customer relationships.

Sales Department

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.

Customer Support and Success Team

This department manages the processes involved in transferring data between systems while ensuring data integrity and accessibility.

Wealthbox

Org chart

Teams

Engineering

Sales Development

Product Management

Sales Department

Customer Support and Success Team

Data Migration

Offices

Wealthbox

Org chart

Teams

Engineering

Sales Development

Product Management

Sales Department

Customer Support and Success Team

Data Migration

Offices

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