Wealthbox Hires Pulse360 Founder Anand Sheth to Lead AI and Enterprise Product Work

A hire focused on AI and larger firms

Wealthbox said on Nov. 2, 2026 that Anand Sheth has joined its product team. He will focus on AI and enterprise capabilities for the large registered investment advisors (RIAs), broker-dealers and advisor networks that, according to the company, make up a fast-growing share of its customer base.

Sheth leads product initiatives end to end, from discovery through launch, and reports 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 those firms, the company says, need stronger automation and tooling for firm-wide compliance and oversight.

Sheth's background

Wealthbox describes Sheth as having 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. He later served as Chief Operations Officer of Confluence Wealth Management Group.

In 2019 he founded Pulse360, which automated meeting prep, notes, follow-ups and compliance records for advisors. According to the announcement, the company was a 2021 WealthManagement.com Industry Awards finalist, launched AI-powered note-taking in 2023, and integrated with the leading advisor CRMs, including Wealthbox.

Wealthbox moves up-market

The hire comes as Wealthbox continues to expand up-market. The company says it has long been the top-rated and most widely adopted CRM among independent advisors, and has in recent years won a growing share of large RIAs, multi-office advisory networks and enterprise broker-dealer platforms moving off legacy CRM systems. Wealthbox's AI lineup, which includes the Wealthbox AI Assistant, AI Notetaker and AI Agents, has become a central reason enterprise firms choose it over general-purpose alternatives, according to the company.

John Rourke, CEO and co-founder of Wealthbox, said: "Anand has lived the problem we solve." He added that Sheth understands how a wealth management firm works "from the home office down to the client meeting, and how AI should fit into that workflow instead of being bolted on."

What Sheth wants to build

Sheth said the next step is "turning the CRM from the place where client data lives into the place where work gets done." In his view, the real bottlenecks are not in any single task but in how work moves across a firm, between advisors, operations, service and compliance.

Carroll said Sheth has "strong opinions about what AI should automate and what it should leave alone," and that this judgment "is going to show up in what we ship for larger firms." For enterprise advisory firms, the announcement signals that Wealthbox plans to put more product effort into AI-driven workflow automation and compliance oversight, though it gives no timeline or specific features.