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INDUSTRY FIRST

Wealthbox secures $200M in a funding round led by Sixth Street Growth to expand operations and accelerate product development.

Jun 10, 2025•2 months ago

Amount Raised

$200 Million

ProvidenceSoftware

Investors

Sixth Street Growth

Description

Wealthbox, a CRM software platform for financial advisors, received $200M in strategic majority investment from Sixth Street Growth. The company plans to use the funds to further scale operations and expand its footprint across the wealth management industry. Michael McGinn and two other partners from Sixth Street Growth will join Wealthbox's Board. The current leadership team will continue to operate the company, highlighting their long-term commitment.

Company Information

Company

Wealthbox

Location

Providence, Rhode Island, United States

About

Wealthbox operates as a remote-first company with employees located across the United States, and a large part of the team is located in Rhode Island. The Wealthbox CRM technology is purpose-built for the wealth management industry vertical and designed for financial professionals at advisory firms and broker-dealers to manage client relationships and streamline operations to grow their practices.

Company News

(10 articles)
Wed, 11 Jun 2025 07:00:00 GMT

Wealthbox Secures $200M Strategic Investment - The SaaS News

Tue, 25 Mar 2025 07:00:00 GMT

Wealthbox Expands to Canada with In-Country Data Hosting - PR Newswire

Tue, 10 Jun 2025 07:00:00 GMT

Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation - Yahoo Finance

Tue, 15 Jul 2025 07:00:00 GMT

Roper Technologies Receives New Buy Recommendation with $685 Price Target - AInvest

Wed, 16 Jul 2025 07:00:00 GMT

Wealthbox Integrates with Envestnet for Smarter Investment Management - The Malaysian Reserve

Wed, 14 May 2025 07:00:00 GMT

New Wealthbox offering sounds alarm bells for competitors - InvestmentNews

Thu, 31 Jul 2025 22:34:28 GMT

John Rourke just sold half his company to take 'biggest shot' of his life -- combining $200 million and artificial intelligence to exploit Salesforce's supposed Achilles' heel with RIAs -- implementation - RIABiz

Wed, 06 Aug 2025 07:00:00 GMT

WealthBox software maker Starburst Labs raises $152 million - Providence Business First - The Business Journals

Mon, 03 Feb 2025 08:00:00 GMT

RIA CRM startup arrives -- it's free, AI-powered and unfettered by dubious features -- but 15 years after the Schwab 'Project C' goldrush can it make inroads against market giants Redtail, Wealthbox and Salesforce? - RIABiz

Thu, 26 Oct 2023 07:00:00 GMT

Wealthbox Releases Integration with LPL Financial's ClientWorks Platform - PR Newswire

FundzWatch™ Score

73
Medium Activity

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