Wealthbox
PrivateLast Round
Private Equity
Jun 10, 2025
Total Funding Raised
$239.75M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Wealthbox operates in FinTech and is based in Providence, Rhode Island. Its latest recorded funding round was a Private Equity round in June 2025.
Wealthbox is a financial software company that provides a customer relationship management (CRM) platform designed for financial advisors.
Sector
FinTech
Verticals
Wealth Management, CRM, Vertical SaaS, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealthbox Comparables
Compare Wealthbox with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Orion Advisor Solutions | 90% | |
| Practifi | 85% | |
| Concord Pacific | 79% |
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Wealthbox Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Jun 10, 2025 | ||||
| Series B | Mar 8, 2022 | ||||
| Series A Extension | Jan 17, 2017 | ||||
| Series A | Nov 12, 2014 |
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Key People
Founding team and executive leadership
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Wealthbox Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Frontier Growth | Private Equity, Series B |
| Sixth Street Partners | Private Equity |
| Sixth Street Growth | Private Equity |
| Bel45 Capital Partners | Series A Extension |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors increased 42% MoM.
- Jul 1, 2026
Company claims in a job posting to be the '#1 rated CRM software for financial advisors'.
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Wealthbox Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Wealthbox's valuation, stock price, and market status.
Is Wealthbox a public or private company?
Wealthbox is a private company.
What is the current stock price of Wealthbox?
Wealthbox is a private company, so its shares have no public market price. Caplight tracks Wealthbox's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Wealthbox worth (valuation)?
Valuation information for Wealthbox is not publicly available.
Can I buy Wealthbox stock?
Wealthbox shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Wealthbox's last funding round?
Wealthbox's most recent funding round was Private Equity on June 10, 2025.
Who are the main investors in Wealthbox?
Key investors in Wealthbox include Frontier Growth, Sixth Street Partners, Sixth Street Growth, Bel45 Capital Partners.
Will Wealthbox IPO soon?
No public IPO plans have been announced for Wealthbox.
How can I track Wealthbox secondary market activity?
Caplight tracks bids, offers, and trades in Wealthbox's shares on secondary markets.