Key facts
- Notable investors include Sixth Street Partners, Frontier Growth.
- Status: Privately Held (backing).
Investors
2- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Wealthbox
- ·The full record, as it builds
Funding rounds
No funding rounds for Wealthbox are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Wealthbox
Developer of a customer relationship management (CRM) platform designed for financial advisors. The company's platform offers a visually appealing and user-friendly CRM, featuring key functionalities such as contact management, email synchronisation, drag-and-drop pipelines, customizable workflows and dynamic reporting, helping a wide range of financial professionals and firms to manage their client relationships efficiently, streamline business processes and gain analytical insights, enabling them to improve productivity and grow their businesses.
- Sector
- Information Technology
- HQ
- Providence, RI, United States
- Employees
- 140
- Website
- wealthbox.com/
- Ownership
- Privately Held (backing)
Wealthbox doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Wealthbox shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Wealthbox in its N-PORT filings yet. We sweep new filings monthly.