Wealthbox, a New York City-based CRM software platform for financial advisors, has secured a $200m strategic majority investment from Sixth Street Growth.
According to FinSMEs, the funding round was led by Sixth Street Growth, the growth investing platform of global investment firm Sixth Street. As part of the transaction, Michael McGinn, along with Paul Dodd, operating partner, and Alex Goodman, principal at Sixth Street Growth, will join Wealthbox’s board of directors.
Wealthbox, owned by Starburst Labs, Inc., provides a CRM platform tailored for financial advisors. The software helps users manage client relationships, streamline day-to-day operations, and support business growth. Its features are designed to meet the specific needs of wealth management professionals, enabling more efficient and compliant client servicing.
The company plans to use the new capital to further scale its operations, enhance product development, and expand its footprint across the wealth management sector.
Wealthbox will continue to be led by its current leadership team. In a demonstration of confidence in the firm’s long-term strategy, management has also made a significant reinvestment as part of the deal, highlighting their ongoing commitment to the company’s growth.
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