Getting ready to start day 1 of Wealthbox IRL 2026.
Sales and Marketing team meeting in Miami Beach, 2023
Wealthbox IRL 2026 welcome party and dinner.
Wealthbox PVD office
Customer Success & Support panel at Wealthbox IRL 2026.
Team PVD at candlepin bowling. Old school!
Sabering a bottle of champagne to launch Wealthbox 3
With SaaSy at Dreamforce. We love the Salesforce competition!
Mike & Piera cook to win at “The Meatball Challenge” party, beating out 9 other coworkers and their recipes
Wealthbox team tour at Grey Sail Brewing
Closing bell at Nasdaq
Team Wealthbox with bestie customer, XYPN
Closing bell at NYSE
Standup meeting at Wealthbox
Code review at Wealthbox
Doing good for good causes
A dress for Wealthbox success
Wealthbox’s Jomin Bishop at the Sanctuary Wealth conference
Small company. Big stage!
Help us compete, partner, and grow.
Modern fintech product
Wealthbox is the workspace hub for investment professionals, integrated with leading financial brands.
High profile work
See your work in action with customers and partners at the top tier of financial services.
Transparency
We run on openness and trust. Your voice matters in an open-door policy with the cofounders, leaders, and peers.
Collaborative teams
We strive to make work efficient and effective in a culture of creativity and respect.
Jargon-free environment
It’s okay to say “circle back” but be prepared to buy a round of drinks if you do.
We’re growing. It’s fast and fun!
Wealthbox has executed on a product-led growth strategy in SaaS, and we’re now complementing that with a go-to-market sales strategy as we go up-market to the enterprise. With an amazing user experience that’s powered by elegant product design and modern engineering and support practices, Wealthbox is scaling up after after a recent Series B funding round. We’re looking for people in all functional roles.
Current openings
Customer Service
Customer Education Specialist
Engineering
Senior Software Engineer
Engineering
Software Engineer
Marketing
Event Marketing Specialist
Marketing
Product Marketing Manager
Sales
Account Executive
Sales
Growth Account Executive
Sales
Relationship Manager