
Wealthbox, a customer relationship management (CRM) platform tailored for financial advisors, has secured a $200m “strategic” majority investment from Sixth Street Growth, a division of the global investment firm Sixth Street.
This investment is expected to enhance Wealthbox’s operational capabilities, expedite product “innovation”, and broaden its presence within the wealth management sector.
This funding highlights its potential for growth in related wealth technology sectors, as well as its strategic focus on larger RIA firms and enterprise broker-dealers.
With this investment, Wealthbox aims to initiate a new phase of expansion.
The company plans to enhance product development, increase integrations within the advisor technology ecosystem, and strengthen its enterprise capabilities to cater to the evolving requirements of complex advisory firms.
Sixth Street Growth co-head and Sixth Street partner Michael McGinn said: “Wealthbox’s platform combines user-friendly simplicity with powerful capabilities, underpinned by a deep commitment to customer satisfaction, and we believe that it offers a valuable, advisor-centric CRM solution for the wealth management channel.”

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By GlobalDataAs part of the investment agreement, McGinn, along with Paul Dodd, operating partner, and Alex Goodman, principal at Sixth Street Growth, will join the board of directors of Wealthbox.
Existing investor Frontier Growth will maintain its stake in the company by reinvesting a significant portion of its equity in the recapitalisation process.
Wealthbox will continue to function under its current management team, which will also make substantial reinvestments, demonstrating their commitment to the company’s future direction.
Wealthbox CEO and co-founder John Rourke said: “We’ve spent years building a modern, elegant CRM that advisors truly enjoy using. With Sixth Street’s backing, the new funding will allow us to move faster than ever to extend our leadership in the market and deliver even more value to advisory firms of all sizes.”
In 2024, Accurate Advisory Group, a Florida-based firm with 30 CRM users and over 5,000 clients, partnered with Wealthbox to enhance their firm-wide CRM capabilities.