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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