Wealthbox
PrivateLast Round
Private Equity
Jun 10, 2025
Total Funding Raised
$239.75M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Wealthbox is a financial software company that provides a customer relationship management (CRM) platform designed for financial advisors.
Sector
FinTech
Verticals
CRM, Wealth Management, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealthbox Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
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 |
Key People
Founding team and executive leadership
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.
- Mar 17, 2026
Wedbush Wealth Management selected as enterprise CRM platform.
- Mar 12, 2026
Launched three new AI features for its CRM platform.
Wealthbox Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Wealthbox's valuation, stock price, and market status.