Wealthbox

About Wealthbox

Wealthbox is a modern CRM designed specifically for financial advisors. It offers a powerful, user-friendly, and visually appealing platform that requires no training, aiming to improve productivity and client management for advisors and firms.

Products & Services

Wealthbox CRM:A full-featured CRM for financial advisors with tools for contact management, email integration (Wealthbox Mail), opportunity tracking, workflows, activity streams, task management, calendar syncing, and dynamic reporting.

Specialties

CRM for Financial Advisors Contact Management Email Integration Workflow Customization Pipeline Management Team Collaboration Financial Planning Tools

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Majority Investment T: - FT: Strategic Majority Investment	A: 200000000 MR: - FA: $200 million FAN: 200000000	D: 2025-06-10 FD: 2025-06-10	2 investors

Strategic Majority Investment Latest

2025-06-10

$200.0M

2 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

J

Jomin Bishop

Vice President of Enterprise

M

Mike

P

Piera

C

Chris Kopanski

J

John Rourke

CEO & Cofounder

D

Dan Ferranti

CTO & Cofounder

View 11 more team members with Pro

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Recent News

Wealthbox Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised