Dan Ferranti in

Dan Ferranti

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CTO & Cofounder at Wealthbox
📍 North Kingstown, Rhode Island, United States

Dan Ferranti is the CTO and Co-founder of Wealthbox, a CRM platform for financial advisors. A serial entrepreneur, he has co-founded two other successful CRM companies, Bantam Networks, which was acquired by Constant Contact, and Upswing CRM. He is a graduate of the University of Massachusetts Amherst with a degree in Computer Science.

One of his prior companies, Upswing CRM, was named "Rookie of the Year" in "The Best Technology of 2006" by Morningstar.

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Current Role
CTO & Cofounder
Location
North Kingstown, Rhode Island, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Dan cares about

CRM for Advisors
He has co-founded three CRM platforms (Wealthbox, Bantam, Upswing) specifically tailored to the needs of financial advisors over nearly two decades.
Wealth-Tech Integrations
His platforms consistently integrate with key financial services and modern tech partners to create a seamless workflow for advisors.
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Career

Work history

6-2013
CTO & Cofounder
Wealthbox
7-2012 - 6-2013
Technical Architect
Independent Consultant
2-2011 - 7-2012
Senior Software Engineer
Constant Contact
6-2009 - 2-2011
Director of Technology and Co-Founder
Bantam Networks, LLC.
2006 - 2009
Director of Technology and Co-Founder
Upswing CRM
In the press

Media appearances

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Education

Dan has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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