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Wealthbox
Wealthbox is a financial technology and CRM software company headquartered in Providence, Rhode Island, with additional presence in New York City. Founded in 2014, it provides cloud-based customer relationship management products designed for financial advisors.
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Wealthbox at a glance
Wealthbox is a financial software company headquartered in United States. Xcout tracks 10 named people at Wealthbox, including JEFF MELLO (President & CFO).
Wealthbox leadership
- JEFF MELLOPresident & CFO
- John RourkeCEO & Cofounder
- Dan FerrantiCTO & Cofounder
- Willie MullenSenior Vice President of Sales
- Erin BickfordVice President of Marketing
- Kristen PalmerVice President of Customer Support
4 more named people on record for Wealthbox, with roles, board committees and tenure — see the full roster →
Wealthbox competitors
A few of Wealthbox's closest competitors — see the full list of competitors and alternatives →
Finfox Software and Technology AG is a financial software provider headquartered in Zurich, Switzerland, specializing in digital and hybrid investment advisory solutions.
REDVision Global Technologies provides white-labeled mutual fund software and digital solutions for financial distributors and advisors.
IFA-Planet provides mutual fund software and portfolio management tools for financial advisors and mutual fund distributors in India.
Harvest is a French software company that provides digital solutions, CRM, and financial analysis tools for wealth management and finance professionals.
Whistlebrook provides specialized software solutions designed for the financial services sector. The company's integrated modules cover financial planning, accounting, risk management, asset and liability management, regulatory reporting, and taxation.
Kruncher is a financial technology company with offices in California and New York that provides AI-driven software solutions and intelligent platforms for private market investors and family offices.
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More on Wealthbox in Xcout Intel
- 10 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access