Wealthbox Announces $31 Million Equity Investment From Frontier Growth
03/08/22, 12:00 PM
Location
Money raised
$31 million
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 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. Learn more at www.wealthbox.com