Pulse360 founder Anand Sheth joins Wealthbox leadership team. Search. 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. 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." For strategic B2B insights and industry intelligence, follow Marketing News Add us as a preferred source on Google

Pulse360 founder Anand Sheth joins Wealthbox to develop AI and enterprise features. November 2, 2026 Anand Sheth Wealthbox has hired Anand Sheth, founder and former CEO of Pulse360, to its product team to develop artificial intelligence and enterprise features for registered investment advisers, broker-dealers and advisor networks. Sheth will report to Steve Carroll, head of product, and lead initiatives from discovery through launch. His work will focus on incorporating AI into client-service and practice-management workflows, including automation, compliance and oversight tools for larger advisory firms. The Providence, Rhode Island-based CRM software company said the appointment supports its expansion among large RIAs, multi-office advisory networks and enterprise broker-dealer platforms. Its existing AI products include Wealthbox AI Assistant, AI Notetaker and AI Agents. Sheth brings more than two decades of experience in advisory operations and financial technology. He spent nearly 20 years at Ameriprise Financial in practice management, client service and compliance roles before serving as chief operations officer of Confluence Wealth Management Group. In 2019, he founded Pulse360 to automate meeting preparation, notes, follow-ups and compliance records for financial advisors. The company was a 2021 WealthManagement.com Industry Awards finalist, introduced AI-powered note-taking in 2023 and developed integrations with advisor CRM platforms, including Wealthbox. "He ran advisor operations for years, then built a company to fix what he saw," said John Rourke, Wealthbox's CEO and co-founder. "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." Sheth said his priorities extend beyond automating individual tasks to improving coordination across advisory firms. "They're in how work moves across a firm, between advisors, operations, service, and compliance," he said of operational bottlenecks. Wealthbox provides CRM software that helps financial advisors and enterprise wealth management firms manage client relationships, practice data and operations, with integrations across the wealth technology sector.