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Wealthbox

New York, New York, United States
www.wealthbox.com
Wealthbox is a leading CRM software platform specifically designed for financial advisors. It focuses on enhancing client relationship management and streamlining operations within the wealth management industry.

Leadership & Board

Key Executives
CTO and CofounderDan Ferranti
VP of FinanceGraham Riley
Co-Founder & CEOJohn Rourke
Current Number of Employees144
Current LinkedIn Followers15,337

Latest Estimated Valuation

Estimated Valuation
Estimated Valuation
Total Amount Raised$200M
Total Amount Raised$200M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$200M
Latest Funding Amount$200M
Latest Funding RoundGrowth Round
Latest Funding RoundGrowth Round
Post-Money Valuation
Post-Money Valuation

Company Momentum Positive

Articles Published on TipRanks5
Articles Published on TipRanks
5
LinkedIn Trend+1.05% followers
LinkedIn Trend
+1.05% followers
Workforce Trend0.7% employees
Workforce Trend
0.7% employees
Wealthbox LinkedIn following is increasing, signaling rising market interest, while its workforce size remains relatively unchanged.
Company Momentum indicates whether the company is gaining or losing traction over time. This proprietary TipRanks metric analyzes changes in a company’s workforce and LinkedIn follower trends, balancing these signals together to generate an overall momentum sentiment.

Employee Trend

Wealthbox had 144 employees as of March 16, 2026. The number of employees decreased by 1 (0.69%) week-over-week.
144Latest Employee Count
1(-0.69%)Week-Over-Week Change
Employee Trend serves as a data-driven indicator of company growth and expansion. The measurement reflects how a company’s workforce size changes over time.

Social Trend

Wealthbox had 15,337 followers as of March 16, 2026. The number of followers increased by 159 (1.05%) week-over-week.
15,337Latest Followers Count
159(1.05%)Week-Over-Week Change
LinkedIn Follower Trend serves as a data-driven indicator of market interest and company visibility. The measurement reflects how a company’s LinkedIn follower count changes over time.

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Jun 10, 2025
Growth Round
$200.00M

Investors

Investor Name
Funding Round

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