Wealthbox, LLC

Wealthbox is a modern CRM platform based in the US that enhances the productivity of financial advisors by organizing client interactions and financial information effectively. Wealthbox, founded in 2014 in Providence, US, specializes in providing customer relationship management solutions tailored for financial advisors. The company has secured funding through a CORPORATE CARVE OUT and a SECONDARY BUYOUT from Sixth Street (Growth) totaling USD 200. 00 mn.

Wealthbox has raised a total of USD 200. 00 mn to date. It is known for focusing on the needs of advisory firms, banks, family offices, and broker-dealers. Wealthbox offers a modern customer relationship management (CRM) platform specifically designed for financial advisors.

Its core functionality includes tools for organizing client notes, emails, files, and financial information to enhance the productivity and efficiency of advisory firms. The platform features a user-friendly drag-and-drop interface for managing client pipelines, customizable workflows, and task management linked to contact records. Additionally, Wealthbox integrates with over 150 custodial platforms and wealthtech applications, catering to a diverse client base that includes financial advisory firms, banks, family offices, and broker-dealers. The services provided by Wealthbox are primarily targeted at the U.

S. market, where many advisory firms seek streamlined solutions to enhance client engagement and operational workflow. Wealthbox operates on a subscription-based revenue model, where financial advisory firms pay for access to its CRM services. The company offers different pricing plans that cater to varying sizes of advisory firms, allowing clients to subscribe based on their specific needs and the number of users.

Transactions occur directly between Wealthbox and its clients, with firms typically entering into annual or monthly subscription agreements for continued access to the platform. Revenue is generated through these subscriptions, which provide full access to Wealthbox's suite of services, including advanced features like reporting tools and integrations. Its client roster includes premier advisory firms, indicating a focus on B2B relationships rather than direct-to-consumer sales. In June 2025, Sixth Street agreed to acquire a majority stake in Wealthbox from Starburst Labs, Inc.

and Frontier Growth for USD 200. 00 mn as part of recapitalization. The acquisition will support Wealthbox's product development efforts, global expansion, and operational performance. The company is focused on launching new products designed to enhance client engagement, while also aiming to expand its presence in international markets, specifically targeting Europe and Asia by 2026.