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Wealthbox
2 known investors
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Wealthbox is a CRM platform designed for financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and grow their practices. The platform integrates with leading custodians and wealthtech partners and emphasizes modern design and intuitive user experience.
Founders & leadership
Investors · 2
Frontier Growthlisted by Frontier GrowthCharlotte · $5M – $30M
How we know: Frontier Growth's portfolio page · funding news · wealthbox.com · Not right? Tell us
Funding
SEC filings, press & company announcements$231M disclosed across 2 rounds · 2022–2025
- $200MraisedJun 2025 · 3 sources
Sixth Street Growth (lead)
Source ↗ - $31MraisedMar 2022 · 2 sources
Frontier Growth (lead)
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Wealthbox do?
- Wealthbox is a CRM platform designed for financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and grow their practices. The platform integrates with leading custodians and wealthtech partners and emphasizes modern design and intuitive user experience.
- Who founded Wealthbox?
- Wealthbox was founded by John Rourke, Dan Ferranti.
- Who are Wealthbox's investors?
- Wealthbox's investors include Frontier Growth, Sixth Street.
- How much funding has Wealthbox raised?
- Wealthbox has disclosed $231M raised across 2 rounds.