Wealthbox

A single hub to collaborate on clients, automate busywork, and drive growth.

Latest funding

$200M · June 10, 2025

Acquired by SSixth Street on June 10, 2025 · themiddlemarket.com.

Website: wealthbox.com.

X: @wealthbox · 4,739 followers.

Categories: Sales and marketing Fintech.

Sectors: CRM, Mobile Apps, Wealth Management, Web Apps.

Based in: New York, United States.

Founded: 2013.

Last round: Jun 10, 2025 · 520 days ago.

Headcount: 11–50 employees.

On Recent Funding since: Nov 8, 2026.

Signals

X account@wealthbox · created Jun 19, 2013 (13 years old) · 4,739 followers

Website registeredFeb 17, 2007 (19 years old)

TIMELINE · MONEY RAISED

@wealthbox·Raised $200M in 1 sourced round·1 signal before the first raise

Money raised, round by round (amounts linked to their source). Pins are dated signals; hover the icons for dates.

Sources and API

Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/wealthbox (get a free API key).