Wealthbox Enters Definitive Agreement for $200 Million Majority Strategic Investment from Sixth Street Growth
June 11, 2025
Wealthbox, a CRM software provider for financial advisors and wealth management firms, entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth. The funding is intended to accelerate product development, expand integrations across the advisor tech stack, and deepen enterprise capabilities.
- Buyers
- Sixth Street Growth, Sixth Street
- Targets
- Wealthbox
- Sellers
- Frontier Growth
- Industry
- Cloud & SaaS
- Transaction Type
- Growth capital
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