Tech Company Financing Transactions

Wealthbox Funding Round

Wealthbox, operating out of New York, raised $200 million in investment from Sixth Street Growth.

Transaction Overview

Company Name
Announced On
6/10/2025
Transaction Type
Venture Equity
Amount
$200,000,000
Round
Undisclosed
Investors

Sixth Street Growth (Michael McGinn)

Proceeds Purpose
The company intends to use the funds to further scale its operations, accelerate product development, and its presence across the wealth management industry.

Company Information

Company Status
Private & Independent
Industry
Software
Mailing Address
Undisclosed
New York, NY Undisclosed
USA
Phone
Undisclosed
Email Address
Not Recorded
Overview
Wealthbox is CRM you'll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
Profile
Wealthbox LinkedIn Company Profile
Social Media
Wealthbox Company Twitter Account
Company News
Wealthbox News
Facebook
Wealthbox on Facebook
YouTube
Wealthbox on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
John Rourke
  John Rourke LinkedIn Profile  John Rourke Twitter Account  John Rourke News  John Rourke on Facebook


 

 

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We do our best to document every notable VC transaction. VC investment data records on this site are sourced from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.

 


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