Creators

Dan Ferranti

Cofounder & CTO of @Wealthbox (CRM for financial advisors) and @Wealthbase (fantasy stock/crypto trading for investors).

@danferranti 258 X followersFirst product launched 10y ago

Total monthly visits
169.2K
Down6.8%MoMSep 2026Only Wealthbox has traffic data
Public revenue
Undisclosed
No public revenue across products
Products
2
Since Dec 2015
Latest launch
9y ago
PaperTrade.ioNo traffic data yet
100% full-depth creator dossier open: complete product portfolio, 12-month combined traffic & MRR curves, shipping cadence, and timeline events.

Traffic

Portfolio · Last 12 months
Monthly visits

Products

Products and research metrics
ProductVisits · SepActions
WealthboxCRM built for the way advisors actually work.169.2K
PaperTrade.ioVirtual trading games for publishers—

Timeline

Launches, marketing, revenue milestones, and pricing/plan/positioning changes across products

  1. Nov 1 · 14d ago

    • Wealthbox Homepage headline (H1) changed to “CRM built for the way advisors actually work.”Positioning

      Modern CRM for Financial Advisors→CRM built for the way advisors actually work.

    • Wealthbox Removed technology: Gravity FormsFeatures

      Gravity Forms→—

    • Wealthbox Adopted technology: Priority HintsFeatures

      —→Priority Hints

    • Wealthbox Adopted technology: Twitter Emoji (Twemoji)Features

      —→Twitter Emoji (Twemoji)

    • Wealthbox Homepage title changed to “Wealthbox | The AI-Powered CRM Workspace for Financial Advisors”Positioning

      Wealthbox | Modern CRM For Financial Advisors→Wealthbox | The AI-Powered CRM Workspace for Financial Advisors