Summary
Wealthbox
Founded in 2018
Description
Wealthbox is a modern CRM designed specifically for financial advisors. It is a powerful, beautiful, and easy-to-use platform that requires no training. With Wealthbox, advisors can organize notes, emails, files, and financial information quickly and e...
Strengths
- Revenue growth is more steady than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Wealthbox has a very small market share in their industry
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Wealthbox's annual revenue
$10503000
Based on Kona Equity data
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Revenue per employee
$210060
-
Variance of revenue growth
0.11
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Revenue growth rate from first known quarter to current
-41.1%
Employee Count
50 employees
-
Employee growth rate from first known quarter to current
-38.6%
Executives
John Rourke
Chief Executive Officer
j**@wealthbox.comChris Kopanski
Senior Product Specialist
c**@wealthbox.comChris Bianco
Software Engineer
c**@wealthbox.comGarry Pelton
Sales Development Representative
g**@wealthbox.comJenna Ghibaudy
Sales Development
j**@wealthbox.comAmber Foreman
Director, Customer Success & Onboarding
a**@wealthbox.comJomin Panicker
Director, Sales
j**@wealthbox.comKrystal Stanley
Sales Development
k**@wealthbox.comEduardo Mondragon
Data Migration Analyst
e**@wealthbox.comDan Ferranti
Co-Founder & Chief Technology Officer
d**@wealthbox.comSteve Carroll
Head of Product
s**@wealthbox.comMike Leone
Head of Engineering
m**@wealthbox.comJomin Bishop
Director, Sales
j**@wealthbox.comBrandon Knox
Software Engineer
b**@wealthbox.comBrian Heston
Customer Success Business Analyst
b**@wealthbox.comJoseph Kampf
DevOps Senior Engineer
j**@wealthbox.comJeff Mello
President & Chief Financial Officer
j**@wealthbox.comQuinn Mullaney
Software Engineer
q**@wealthbox.comAngelica Nguyen
Sales Development
a**@wealthbox.comRobert Defrancis
Vice President, Enterprise Development
r**@wealthbox.comDerrick Fonseca
Software Engineer
d**@wealthbox.comRobert Howell
Account Executive
r**@wealthbox.comJoseph Nese
Senior Customer Success Manager & Data Migration Specialist
j**@wealthbox.comKevin Clark
Mobile Lead
k**@wealthbox.comChris Che
Software Engineer
c**@wealthbox.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G5 Variance of revenue growth is less than the industry average
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
285 K
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Page views per visitor
1.5
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Daily time
1:12
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Bounce Rate
70.5 %
Location
Unlock unlimited leads
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Key Information
- Name: Wealthbox
- Category: Computer software
- SIC: 737; 73
- NAICS: 5182; 51
See similar companies
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By City New York City Computer software in New York City Small Computer software in New York City Mid-size Computer software in New York City
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By State NY Small companies in NY Computer software in NY Small Computer software in NY Mid-size Computer software in NY
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By Category Computer software Small Computer software Mid-size Computer software G Score of 2
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Firmographic data G Score of 2 Founded in 2018 SIC: 737 SIC: 73 NAICS: 5182 NAICS: 51 #Software Development & Design #Software
Frequently Asked Questions
Wealthbox's headquarters are located at 594 Broadway Ste. 1004 907 New York City, NY 10012.
Wealthbox's official website is wealthbox.com
Wealthbox's annual revenue is $10.5 M.
Wealthbox's SIC: 737; 73
Wealthbox's NAICS: 5182; 51.
Wealthbox has 50 employees
Wealthbox is in the industry of Computer software.
