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Wealthbox Announces $31 Million Equity Investment From Frontier Growth

Mar 08, 2022over 3 years ago

Amount Raised

$31 Million

Providence

Description

Wealthbox, a leading CRM software platform for financial advisors, announced today that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31M equity investment.

Company Information

Company

Wealthbox

Location

Providence, Rhode Island, United States

About

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. Learn more at www.wealthbox.com

FundzWatch™ Score

82
Medium Activity

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