Wealthbox taps industry veteran Anand Sheth to accelerate its enterprise and AI roadmap, signaling a strategic move to expand its footprint among larger financial advisory firms.
Wealthbox, a private CRM platform for financial advisors, announced the hiring of Pulse360 founder Anand Sheth to lead AI and enterprise features, signaling growth up-market.
Wealthbox has appointed Pulse360 founder Anand Sheth to spearhead the development of its AI and enterprise-grade features. This strategic hire marks a significant push for the CRM platform to capture larger market share within the financial advisory sector.
Anand Sheth is the founder of Pulse360 and a veteran in advisor-operations; he joins Wealthbox to lead the development of AI and enterprise-focused features.