Wealthbox Hires Pulse360 Founder to Drive AI, Enterprise Product
PROVIDENCE – November 02, 2026 -- Wealthbox, the advisor CRM provider, has hired Anand Sheth, founder and former CEO of Pulse360, to build AI and enterprise features for the large RIAs, broker-dealers and advisor networks that make up a fast-growing share of its customer base.
Sheth brings nearly 20 years of Ameriprise experience to the product team
Sheth spent nearly 20 years at Ameriprise Financial in practice management, client service and compliance roles. He later served as Chief Operating Officer of Confluence Wealth Management Group. In 2019 he founded Pulse360, which automates meeting prep, notes, follow-ups and compliance records for advisors.
Pulse360 was a 2021 WealthManagement.com Industry Awards finalist and launched AI-powered note-taking in 2023. It integrated with leading advisor CRMs, including Wealthbox.