Wealthbox secures $200M in a funding round led by Sixth Street Growth to expand operations and accelerate product development.
Wealthbox secures $200M in a funding round led by Sixth Street Growth to expand operations and accelerate product development.
06/10/25, 2:33 PM
Location
providenceMoney raised
$200 million
Industry
software
Investors
Sixth Street Growth
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 Info
Location
providence, rhode island, united states
Additional Info
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.