Company Email Format Management

Wealthbox

Financial Services United States 124 employees

Employees: 124
Contacts: 1
Emails: 1
Phones: 1

wealthbox.com LinkedIn

Wealthbox Overview

Headquarters: United States
Website: wealthbox.com
Industry: Financial Services
Employees: 124
Founded: 2014
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

CRM WealthTech SaaS Fintech

About Wealthbox

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Wealthbox Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage
Phone contacts: 1; 25.0% coverage

Wealthbox Org Chart

Sample employees and titles

Name	Title	Location	Contact
Mike Leone		Greater Boston, United States	View
Graham Riley	VP of Finance at Wealthbox		View
Brice Burgess	Devops - Sre - Software Engineer	Albuquerque, New Mexico, United States	Email Phone
Dan Ferranti	CTO & Cofounder, Wealthbox		View

Employees by Management Level

Individual contributor 18 profiles

Manager 7 profiles

Senior / Lead 4 profiles

Executive 2 profiles

VP / Head 1 profile

Director 1 profile

Department Contact Coverage

Department	Contacts	Email	Phone
IT	7	7	1
General	6	6	2
Sales	6	6	2
Executive	2	2	2
Marketing	2	2	0

Wealthbox Tech Stack

Engineering 6 profiles

Data / AI 4 profiles

Product / design 1 profile

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