About
Wealthbox is a CRM platform for financial advisors and wealth management firms, helping RIAs and broker-dealer teams manage client relationships, automate back-office work and integrate with custodians and wealthtech partners; it ships an AI Notetaker, an AI Assistant and prebuilt AI agents.
Full tier & rationale — an SVTR Intelligence benefit
Capital graph
Company· 4
Investor· 3
Founders / team· 3
Funding history
- 2025-06-10Strategic$200M
Investors · Sixth Street Growth, Frontier GrowthSource · sixthstreet.com ↗
- 2022-03-08Series B$31M
Investors · Frontier GrowthSource · prnewswire.com ↗
- 2017-01-17Series A$6M
Investors · Bel45 Capital PartnersSource · prnewswire.com ↗
Comparable companies· by market
This company
BusinessLatest roundTotal raisedDate- Wealthbox
Wealthbox is a CRM platform for financial advisors and wealth management firms, helping RIAs and broker-dealer teams manage client relationships…
Strategic · $243M · 2025-06
$243M
United States
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Confirmed rounds only. Matched on subsector, sector, stage and funding scale — each verifiable on the company profiles.
Investors that may fit
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