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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 Employees147
Current LinkedIn Followers16,015

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

Employee Trend

Wealthbox had 147 employees as of May 4, 2026. The number of employees increased by 1 (0.68%) week-over-week.
147Latest Employee Count
1(0.68%)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 16,015 followers as of May 4, 2026. The number of followers increased by 44 (0.28%) week-over-week.
16,015Latest Followers Count
44(0.28%)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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