Frontier Growth Invests in Wealthbox
Wealthbox is a leading CRM software platform for financial advisors. Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers to track client relationships, collaborate as a team, and streamline operations. Launched in 2014 by serial entrepreneurs John Rourke and Dan Ferranti, Wealthbox is known for its modern product design, powerful features, and intuitive user experience, and is now integrated with leading custodial platforms and wealth-tech products.
The Premium Lower and Middle Market M&A Platform
For full transactional data, join PrivSource today!Apply →