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VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn

CEO John Rourke recognizes that CRM and social media are birds of a feather and he is starting to make his startup fly with the power and simplicity of the Silicon Valley giants

Author Jessica Devenyns February 13, 2017 at 8:22 PM
1 Comment
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John Rourke: The name of the game is 10-person startups actually having a chance of taking down huge, established players.

Technology


Stephen Winks

Stephen Winks

February 14, 2017 — 2:48 PM
The need for innovation that challenges convention and status quo in advisory services has never been greater. In a new fiduciary regimen a more modern approach to portfolio construction, advanced technology and adoption of prudent process based on objective, non-negotiable fiduciary criteria outdates the conventional brokerage approach to advisory services. Disruptive innovation becomes essential for the industries success.. SCW

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Mentioned in this article:

SalesForce
CRM Software
Top Executive: Marc Benioff

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg



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