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Dave Ambrose
@daveambrose · Steadfast Venture Capital
Wealthbox is a robust but intuitive CRM for financial advisors (~280,000 in the US) to manage not only their book of business but deal w. modern day communication across email, phone and social. The product is one of many incubated at @starburstlabs here in NYC, all focused on the financial technology and SMB space.
BTW, fun fact about the founder of Wealth… See more
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Jamie McIntyre
@jamie_mci · Founder, Rewire Capital
I had the opportunity to meet with @johnrourke and his CTO @danferranti when they were getting ready to launch. Very impressed with the technology stack, product approach, and laser targeting to the financial advisor market. The majority of the CRM apps for advisors are bloated with a ton of features that require full time staff to keep the data relevant. … See more
Daniel Lang
@daniellangnet
@johnrourke: What makes Wealthbox different for financial advisors specifically than any other off-the-shelf CRM tool?