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Wealthbox CRM

As of 14 Oct 2026, Wealthbox CRM has raised $200M across 1 verified round on record; latest: $200 million strategic majority investment round, announced 10 Jun 2025.

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Wealthbox offers a CRM platform designed for financial advisors, focused on client management, task automation, and workflow optimization.

wealthbox.comNew York, NY and Providence, RI

LATEST ROUND

Strategic majority investment

$200M · 2025-06-10

RAISED ON RECORD · USD

$200M

across 1 verified round

INVESTORS

no lead named

SOURCES

from 1 publisher

Rounds

[ 1

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Every round on record, with the sources behind each and the investors on them.

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Strategic majority investment

$200M · 2025-06-10

[ HISTORY ]

lead not stated

Round	Amount	Announced	Lead	Buzz
Strategic majority investment [ HISTORY ]: An earlier round, from the company's own announcement, found while researching the company. Checked like any round, but not new, so it stays out of the daily feed and alerts; a date range shows it.	$200M	2025-06-10	not stated	No recent discussion
1 source [ VERIFIED · CORRECTED ] read against 1 source Removed Frontier Growth · not in this round Frontier Growth is identified only as Wealthbox’s existing investor rolling over equity, so it is not counted as a new-round investor. The dateline names New York and Providence but does not state headquarters. Published by hand (sixthstreet.com): "Wealthbox announced today that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth.": biggest-rounds completeness (K): hand-checked, the cited page states $200 million

Wealthbox CRM

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Wealthbox CRM

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Profile

Sources

Strategic majority investment$200M2025-06-101 source

Investors

Strategic majority investment$200M2025-06-101 investor