Sixth Street Growth Invests $200M in Wealthbox; Frontier Growth Rolls Over Equity

June 11, 2025

Wealthbox, a CRM SaaS provider for financial advisors, secured a $200 million investment from Sixth Street Growth in a recapitalization. Frontier Growth rolled over a substantial portion of its equity as part of the transaction to support Wealthbox's product development, scaling of operations, and expansion across the wealth management market.

Buyers
Sixth Street Growth
Targets
Wealthbox
Sellers
Frontier Growth
Industry
Cloud & SaaS
Location
Rhode Island, United States
Transaction Type
Recapitalization

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