# Wealthbox CRM funding rounds and investors

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.

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

Website: https://wealthbox.com  
Headquarters: New York, NY and Providence, RI  
Page: https://fireround.dev/companies/wealthbox.com

## Verified rounds

| Announced | Round | Amount | Lead investors | Other investors | Sources |
| --- | --- | --- | --- | --- | --- |
| 2025-06-10 | Strategic majority investment | $200 million | not stated | Sixth Street Growth | [sixthstreet.com](https://sixthstreet.com/investment_announce/wealthbox-secures-200-million-investment-from-sixth-street-growth-to-accelerate-expansion-and-innovation) |

Source: Fireround (https://fireround.dev), an open-source funding feed. Each round is checked against the pages listed with it.