Wealthbox hires Pulse360 founder Anand Sheth for AI product work

Nov 2, 2026
Pulse360 founder Anand Sheth joins the Wealthbox product team to develop AI and enterprise features for financial advisory firms.

Wealthbox hired Pulse360 founder Anand Sheth to work on AI and enterprise features, the company said in a press release. He will focus on tools for large registered investment advisers, broker dealers and advisor networks.

Sheth will lead product initiatives from discovery through launch and report to Steve Carroll, Wealthbox's head of product. His work will cover client service, practice management, compliance and oversight workflows within the company's customer relationship management platform.

Sheth founded Pulse360 in 2019 to automate meeting preparation, notes, follow ups and compliance records for financial advisers. He previously spent nearly 20 years at Ameriprise Financial and served as chief operations officer at Confluence Wealth Management Group.

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