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Wealthbox

Wealthbox Summary

Company Summary

Overview
Wealthbox is a CRM software application for financial advisors developed by Starburst Labs. It provides contact management, file storage, task management, reporting, security, and other features. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships and optimize operations.
Type
Subsidiary
Status
Active
Founded
2014
HQ
Providence, RI, US | view all locations
Website
https://www.wealthbox.com/c
Cybersecurity rating
Sectors

Key People

  • Jeff Mello

    Jeff Mello, President & Chief Financial Officer

  • Robert DeFrancis

    Robert DeFrancis, VP of Enterprise Development

  • Jomin Bishop

    Jomin Bishop, Vice President of Sales

Operating MetricsView all

Locations

3

Dec, 2021

Integrations

1K

Dec, 2021

LocationsView all

1 location detected

  • Providence, RI HQ

    United States

    50 Park Row W #907

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