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Wealthbox Logo
Wealthbox Growth Score
61
CB Rank
75173
Heat Score
59
Wealthbox is a web and mobile CRM application for financial professionals.
Acquired by
Sixth Street Logo
Sixth Street
Founded
obfuscation
Private New York, New York, United States11-50 www.wealthbox.com
CRM
Mobile Apps
Wealth Management
Web Apps
Overview

Wealthbox
Growth Score
61
Heat Score
59

Growth Score61
-10 pts
in past quarter
Heat Score 59
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Wealthbox

CB Rank
75173
Wealthbox is a web and mobile CRM application for financial professionals.
Acquired by
Sixth Street Logo
Sixth Street
Founded
obfuscation
Private New York, New York, United States11-50 www.wealthbox.com
CRM
Mobile Apps
Wealth Management
Web Apps

Key People

Details

Sub-Organization of 
Starburst Labs Logo
Starburst Labs
Legal Name WEALTHBOX, INC.
Operating Status Active
Company Type For Profit
Founders  Dan Ferranti, John Rourke
About the Company
Wealthbox is a web and mobile CRM application for financial professionals.
Predictions & Insights

Growth Insight

See this Growth Insight
Wealthbox is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Wealthbox CRM
A cloud-based CRM platform designed for financial advisors to manage client relationships, tasks, and workflows efficiently.
Wealthbox Mail
An email integration feature that synchronizes emails in two directions between Wealthbox and users' email accounts.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

M&A Details

Wealthbox was acquired by Sixth Street for
obfuscation
on
obfuscation
.
Transaction Name 
Wealthbox acquired by Sixth Street Logo
Wealthbox acquired by Sixth Street
Acquired by 
Sixth Street Logo
Sixth Street
Announced Date 
obfuscation
Price 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Board Members and Advisors 4 Contacts 61

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jun 5, 2026
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News•Jun 4, 2026
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News•Apr 24, 2026
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News•Mar 17, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

49,081
-28.04%
 in past month

IT Spend

$2.4MThis year, Wealthbox is projected to spend $2.4M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Personal Wealth Management Logo
Personal Wealth Management
86
Asset-Based Lending Logo
Asset-Based Lending
82
Supplemental Nutrition Assistance Program (SNAP) Logo
Supplemental Nutrition Assistance Program (SNAP)
79

Actively Used Products

27Wealthbox uses 27 technology products and services including HTML5, Wordpress, and  Google Doubleclick, according to G2 Stack.

Active Website Tech Count

62Wealthbox is actively using 62 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Wealthbox's headquarters? Wealthbox is located in New York, New York, United States.Who are Wealthbox's competitors? Alternatives and possible competitors to Wealthbox may include Salesforce, SS&C Technologies, and  Practifi.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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