Wealthbox gets $200m investment to boost growth

Wealthbox Receives $200 Million Investment To Advance CRM Technology For Financial Advisors

Wealthbox secures a $200 million investment from Sixth Street Growth to accelerate development of its CRM platform for financial advisors. The funding will support AI enhancements, deeper integrations, and expansion into larger advisory firms. Existing leadership remains in place, with continued backing from previous investor Frontier Growth. A Game-Changing Moment for Wealthbox Wealthbox, a CRM software platform designed for financial advisors,…

Wealthbox gets $200m investment to boost growth

Wealthbox, a customer relationship management (CRM) platform tailored for financial advisors, has secured a $200m “strategic” majority investment from Sixth Street Growth, a division of the global investment firm Sixth Street. This investment is expected to enhance Wealthbox’s operational capabilities, expedite product “innovation”, and broaden its presence within the wealth management sector. This funding highlights its potential for growth in …