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Wealthbox's Overview

Total employees112
HeadquartersProvidence
Founded2014

Wealthbox is a modern, web-based CRM (Customer Relationship Management) software specifically designed for financial advisors and wealth management firms. It helps advisors manage client relationships, streamline workflows, track tasks, automate processes, and collaborate with their teams. Known for its intuitive user interface, ease of use, and robust integrations with other popular FinTech tools, Wealthbox aims to simplify daily operations and enhance productivity for financial professionals. It offers features like contact management, task management, calendar syncing, email integration (including Wealthbox Mail), and workflow automation, all within a secure cloud-based environment.

Where is Wealthbox's Headquarters?

Wealthbox officeWealthbox officeWealthbox officeWealthbox office
*Images sourced via web search. Rights belong to original owners

HQ Function

The Providence headquarters serves as the central hub for product development, engineering, sales, marketing, customer support, and overall company operations.

Notable Features:

The office is situated in Davol Square, a historic mill complex that has been renovated into modern office and retail spaces, offering a unique blend of historic charm and contemporary workspace.

Work Culture:

Wealthbox fosters a collaborative, innovative, and customer-centric work culture. As a technology company, it likely emphasizes agility, continuous improvement, and a supportive environment for its employees, many of whom also work remotely.

HQ Significance:

This location is pivotal for Wealthbox's strategic planning, innovation in CRM technology for financial advisors, and coordination of its national and remote teams.

Values Reflected in HQ: The choice of a repurposed historic building may reflect values of innovation grounded in established settings, community integration, and sustainability through adaptive reuse.

Location:

While Wealthbox's primary market focus is financial advisors in the United States, its web-based platform is technically accessible globally to any financial professional with an internet connection. Core operations, including development, support, and sales, are predominantly managed from the US. The product's features and integrations are most aligned with the North American financial advisory ecosystem.

Street Address:

10 Davol Square, Suite A300

City:

Providence

State/Province:

Rhode Island

Country:

USA

Wealthbox's Global Presence

Distributed/Remote, USA

Address: N/A (Remote Workforce)

Supports national operations and talent acquisition by not being limited to a single geographic location for its workforce. Enhances flexibility and work-life balance for employees.

Buying Intent Signals for Wealthbox

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Wealthbox

As of April 2025, Wealthbox' leadership includes:

John Rourke - Co-Founder & CEO
Dan Ferranti - Co-Founder & CTO
Steve Storen - Chief Revenue Officer (CRO)
Jeff Mello - Chief Financial Officer (CFO)
Chris Kopanski - VP of Product

Investors of Wealthbox

Wealthbox has been backed by several prominent investors over the years, including:

Frontier Growth
BIP Ventures (formerly BIP Capital)
StarMessage
Annapolis Ventures

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

No major high-profile executive hires or exits have been publicly announced by Wealthbox in the last 12-18 months, suggesting stability in its core leadership team following its growth equity funding. Key leadership roles appear consistent.

Technology (Tech Stack) used by Wealthbox

Discover the tools Wealthbox uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Wealthbox Email Formats and Examples

Wealthbox likely uses common corporate email formats. Based on typical structures for tech companies of its size, the most probable formats involve combinations of first name, last name, or initials.

[first_initial][last]@wealthbox.com or [first].[last]@wealthbox.com

Format

jrouke@wealthbox.com or john.rourke@wealthbox.com

Example

80%

Success rate

News and media

Business WireMarch 12, 2024

Wealthbox Announces New AI-Powered Features to Revolutionize Advisor Productivity

Wealthbox unveiled new AI-powered features integrated into its CRM platform. These features, part of 'Wealthbox AI,' include AI-generated email drafts, text message drafts, task narratives, meeting notes summaries, and record summaries, aiming to save advisors time and enhance client communication....more

GlobeNewswireFebruary 21, 2024

FMG Suite Announces New Integration with Wealthbox

FMG Suite, a SaaS company specializing in marketing software for financial advisors, announced a new integration with Wealthbox. This allows mutual customers to sync contacts between the two platforms, streamlining marketing efforts and data management....more

WealthManagement.comSeptember 26, 2023

Wealthbox Adds Custodial Data Integration With Altruist

Wealthbox announced an integration with Altruist, a custodian for RIAs. This integration allows advisors to view client account balances and holdings directly within Wealthbox, streamlining access to custodial data alongside CRM information....more

PR NewswireJune 20, 2022

Wealthbox Raises $31 Million in Growth Equity Led by Frontier Growth

Wealthbox announced it had raised $31 million in a growth equity funding round led by Frontier Growth. The investment was aimed at accelerating product development, expanding its team, and scaling its market presence in the financial advisory sector....more

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