Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

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Products and services

The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes.

About the business

The company is a developer of web-and-mobile-based digital products intended for investors, financial professionals and investing brands. The company offers social trading and customer relationship management applications, enabling users to get the increasing simplicity of the investing experience.


Founded in 2014 by John Rourke.

About the owners and the team

Wealthbox operates as a remote-first company. Many of their employees are located in the Greater Boston, Providence, and New York City regions as well as from around the United States.

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