Frontier Growth Invests $31M Growth Equity in Wealthbox

March 8, 2022

Frontier Growth has made a $31 million minority growth equity investment in Wealthbox, a CRM SaaS platform for financial advisors. As part of the deal, Frontier Growth partners Richard Maclean and Matt Williams will join Wealthbox's board to support product development and scaling.

Buyers
Frontier Growth
Targets
Wealthbox
Industry
Software
Location
Rhode Island, United States
Transaction Type
Growth capital

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