What departments does Wealthbox have?

Wealthbox has employees across 12 departments including Finance, Engineering, Sales, Marketing, Support.

What is the largest department at Wealthbox?

The largest department at Wealthbox is Engineering with 12 employees.

Where are Wealthbox employees located globally?

Wealthbox has employees across 3 continents and 4 countries including Nigeria, Norway, Poland, United States Of America.

How has Wealthbox's team size changed over time?

Wealthbox's team has grown from approximately 87 to 136 employees based on available data.

Wealthbox Employee Directory

Q: Who are Wealthbox's key employees and leadership?

Wealthbox's key employees include: Ceo & Cofounder: J. R., Cto & Cofounder: D. F., Vice President Of Enterprise Sales: J. B., Vice President Of Enterprise Sales: M. K., Vp Of Marketing: E. B..

Financial ServicesColorado, United States51-200 Employees

Wealthbox provides a customer relationship management platform tailored to the financial services sector, with a focus on wealth management. The web-based, secure solution emphasizes ease of use, with a claim that no training is required to start using it. Based in Colorado, United States, the company operates at a mid-sized scale and serves advisory teams seeking a centralized way to manage client relationships and related workflows. The product is designed to help advisors engage with clients and manage ongoing tasks.

One client example is The Joseph Group, which selected Wealthbox Enterprise as its CRM platform. In June 2026, Wealthbox Enterprise introduced Custom Objects, a feature that lets firms create new record types tailored to their workflows and data needs.

Wealthbox Global Highlights

North America
157

United States Of America
157

Europe
2

Norway
1
Poland
1

Africa
1

Nigeria
1

Wealthbox's Leadership

J. R.
Ceo & Cofounder
Mobile Phone
Email
D. F.
Cto & Cofounder
Mobile Phone
Email
J. B.
Vice President Of Enterprise Sales
Mobile Phone
Email
M. K.
Vice President Of Enterprise Sales
Mobile Phone
Email
E. B.
Vp Of Marketing
Mobile Phone
Email
K. K. P.
Vice President Of Support
Mobile Phone
Email
G. R.
Vp Of Finance
Mobile Phone
Email
J. C.
Vp Of Enterprise Sales
Mobile Phone
Email

Wealthbox Employee Metrics

100%

50%

0%

2026

2025

Sales
Engineering
Operations
Analytics
Support
Other
Customer Success
Product Management
Banking
Finance

Contact profiles from Wealthbox

Name

Title

Contact Info

Location

Last Update

C. K.
Head Of Customer Education
Mobile Phone
Email
United StatesNew York
Oct 22, 2025
M. B.
Vp Of Strategic Finance
Mobile Phone
Email
United StatesNorth Carolina
May 27, 2026
M. L.
Vp Of Engineering
Mobile Phone
Email
United StatesMassachusetts
Jun 13, 2025
M. K.
Head Of Design
Mobile Phone
Email
United StatesConnecticut
May 04, 2026
J. P.
Vice President Of Sales
Mobile Phone
Email
UNITED STATES
Feb 06, 2024
A. W.
Director Of Sales
Mobile Phone
Email
United States
May 27, 2026
A. L.
Director Of Business Development
Mobile Phone
Email
United StatesMichigan
Feb 26, 2026
B. H.
Director Of Data Migration
Mobile Phone
Email
United StatesMassachusetts
May 27, 2026
J. S.
Sales Development Manager
Mobile Phone
Email
United StatesMassachusetts
May 01, 2026
J. G.
Sales Enablement Manager
Mobile Phone
Email
Jun 14, 2026

Frequently Asked Questions

What is Wealthbox known for?

Wealthbox was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in United States Air Force Acad, Colorado United States. Explore Wealthbox's company overview page for more information.

What is Wealthbox's most common email format?

Wealthbox employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealthbox email formats with LeadIQ.

How many employees does Wealthbox have currently?

Wealthbox has approximately 146 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Wealthbox's key employees and leadership?

As of June 2026, Wealthbox's key employees include:

Ceo & Cofounder: J. R.
Cto & Cofounder: D. F.
Vice President Of Enterprise Sales: J. B.
Vice President Of Enterprise Sales: M. K.
Vp Of Marketing: E. B.

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Wealthbox Employee Directory

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