Wealthbox Employee Directory

Wealthbox corporate office is located in 50 Park Row W Apt 907, Providence, Rhode Island, 02903, United States and has 51-200 employees.

Likely to Engage tag.Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Engineering & Technical

52

Sales

43

Marketing

8

Operations

5

Human Resources

3

Information Technology

3

Finance

2

Key Employees of Wealthbox

  • Dan Ferranti, Chief Technology Officer & Co-Founder at Wealthbox
    United States flag for contact location.
    Dan Ferranti

    Chief Technology Officer & Co-Founder

    PhonePhoneEmailEmail
  • Jeff Mello, President & Chief Financial Officer at Wealthbox
    United States flag for contact location.
    Jeff Mello

    President & Chief Financial Officer

    PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

Wealthbox Global Presence

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North America51-200

Index of contact profiles from Wealthbox

Hundreds of professionals searching for Wealthbox have connected with key decision-makers. Join them?
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Contact Info
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Former Employees at Wealthbox

Explore people who held key positions, contributed to Wealthbox's success, and advanced their careers.

EL

Ernest Lacroix

Senior Manager, Techno... at Charles Schwab

Worked as Head of Partnerships

at Wealthbox (2020-2020)

email Ernest Lacroix Email direct Ernest Lacroix Direct
RT

Rafael Tardi

Business Development R... at Zeck

Worked as Sales Development Representative

at Wealthbox (2025-2025)

Flame icon indicating likelihood to engage via phone.email Rafael Tardi Email direct Rafael Tardi Direct
KZ

Keaton Zavis

Paraplanner at Aegis Financial Partne...

Worked as Sales Development

at Wealthbox

email Keaton Zavis Email direct Keaton Zavis Direct
AA
Mask Content

Associate Sales Direct... at Smartasset Advisors

Worked as Account Executive

at Wealthbox

email Ashley Artus Email direct Ashley Artus Direct
WL
Mask Content

Business Development at Trux

Worked as Sales Development

at Wealthbox

email William Ladas Email direct William Ladas Direct
JB
Mask Content

Account Executive at Salesforce

Worked as Account Executive

at Wealthbox (2022-2023)

email John Burbank Email direct John Burbank Direct

Explore More

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Frequently Asked Questions Regarding Wealthbox Employees

How many employees does Wealthbox have?
Wealthbox has 51-200 employees Who is the CFO of Wealthbox?
Wealthbox’s CFO is Jeff Mello Who are Wealthbox key employees?
Some of Wealthbox key employees are Dan Ferranti, Jeff Mello Where is Wealthbox located?
Wealthbox’s headquarters are located at 50 Park Row W Apt 907, Providence, Rhode Island, 02903, United States How do I contact Wealthbox?
Wealthbox Contact Info: Phone number: (800) 316-8967 Website: www.wealthbox.com What does Wealthbox do?

Wealthbox is an AI-powered CRM platform designed specifically for financial advisors, offering a comprehensive workspace to manage clients, automate workflows, and enhance productivity. The platform features tools such as an AI Assistant and Notetaker, which streamline client interactions and task management. Wealthbox serves a diverse clientele, i... ncluding independent advisors, enterprise firms, and various financial institutions, ensuring that all roles within a firm can benefit from its capabilities. With a focus on security and compliance, Wealthbox provides a reliable solution for firms looking to optimize their operations and client service.Read More

 Is Wealthbox a public company?
Wealthbox is private company therefore does not currently have an official ticker symbol
See more information about Wealthbox Employees

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