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 Employees162
Current LinkedIn Followers16,602
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 162 employees as of August 31, 2026. The number of employees increased by 3 (1.89%) week-over-week.
162Latest Employee Count
3(1.89%)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 16,602 followers as of August 31, 2026. The number of followers increased by 38 (0.23%) week-over-week.
16,602Latest Followers Count
38(0.23%)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.