Wealthtech entrepreneur and former advisor-operations leader joins the #1 CRM for financial advisors to work on AI and enterprise features as the company grows up-market.
PROVIDENCE, R.I., Nov. 2, 2026 /PRNewswire/ — Wealthbox, the #1 CRM software platform for financial advisors, today announced that Anand Sheth, founder and former CEO of Pulse360, has joined the company’s product team. Anand will work on AI and enterprise features for the large RIAs, broker-dealers, and advisor networks that make up a fast-growing share of Wealthbox’s customer base.
Anand Sheth brings more than two decades of experience in the advisor world, first as an operator and then as a founder. He spent nearly 20 years at Ameriprise Financial in practice management, client service, and compliance roles, and later served as Chief Operations Officer of Confluence Wealth Management Group. In 2019, he founded Pulse360 to automate meeting prep, notes, follow-ups, and compliance records for advisors. The company was a 2021 WealthManagement.com Industry Awards finalist, launched AI-powered note-taking in 2023, and integrated deeply with the leading advisor CRMs, including Wealthbox.
“Anand has lived the problem we solve,” said John Rourke, CEO and co-founder of Wealthbox. “He ran advisor operations for years, then built a company to fix what he saw. He understands how a wealth management firm actually works, from the home office down to the client meeting, and how AI should fit into that workflow instead of being bolted on. That is exactly the perspective we want as more enterprise firms standardize on Wealthbox.”
The hire comes as Wealthbox continues to expand up-market. Long the top-rated and most widely adopted CRM among independent advisors, Wealthbox has in recent years won a growing share of large RIAs, multi-office advisory networks, and enterprise broker-dealer platforms that have moved off legacy CRM systems in favor of a platform purpose-built for financial advisors. The company’s AI lineup, including the Wealthbox AI Assistant, AI Notetaker, and AI Agents, has become a central reason enterprise firms choose Wealthbox over bloated, general-purpose alternatives.
“Wealthbox is already the CRM advisors want to use, and enterprise firms have figured that out,” said Anand. “The next step is turning the CRM from the place where client data lives into the place where work gets done. I spent 20 years running advisory practices, and I know firsthand that the real bottlenecks aren’t in any single task. They’re in how work moves across a firm, between advisors, operations, service, and compliance. Wealthbox has the adoption, the data, and the AI foundation to take on that heavy lifting for advisory and enterprise firms at scale, and I’m excited to help build it.”
Anand leads product initiatives end to end, from discovery through launch, reporting to Steve Carroll, Head of Product. His focus is building Wealthbox’s AI-driven CRM capabilities into client-service and practice-management workflows for growing and enterprise firms, many of which need stronger automation and tooling for firm-wide compliance and oversight.
“Most product people learn the advisor workflow from the outside. Anand learned it by running it, and then by building software that advisors paid for to fix it,” said Carroll. “He knows where the friction is between the home office and the advisor’s desk, and he has strong opinions about what AI should automate and what it should leave alone. That judgment is hard to find, and it’s going to show up in what we ship for larger firms.”
About Wealthbox
Wealthbox® is an AI-powered CRM platform helping financial advisors, enterprise RIA firms, and broker-dealers manage client relationships, streamline operations, and turn practice data into intelligent action through intuitive technology and integrations with leading wealthtech partners. Learn more at wealthbox.com.
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SOURCE Wealthbox
