When was Wealthbox founded?

Wealthbox was founded in 2012 and raised its 1st funding round 10 years after it was founded.

Where is Wealthbox located?

Wealthbox is headquartered in Providence, United States.

How many employees does Wealthbox have?

As of Oct 31, 2026, the latest employee count at Wealthbox is 170.

Is Wealthbox a funded company?

Wealthbox is a funded company, having raised a total of $231M across 2 funding rounds to date. The company's 1st funding round was a $***** Series B round, raised on Mar 08, 2022.

How much is Wealthbox worth?

The latest valuation of Wealthbox is $***** as of Jun 10, 2025.

When was the latest funding round of Wealthbox?

Wealthbox's latest funding was a $***** PE round on Jun 10, 2025, with participation from 1 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $7.08B in funding in 2026 to date.

Where does Wealthbox rank among its competitors?

Wealthbox ranks 1st amongst 40 active competitors, of which 4 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was Wealthbox, which secured $200M in Jun, 2025.

Who are the top competitors of Wealthbox?

Wealthbox's top competitors include CapIntel, Fundsmith UK and Bridgefront Capital. Among them, Wealthbox secured the most recent funding round in June, 2025.

Wealthbox - 2026 Company Profile, Team, Funding & Competitors

Wealthbox is a series B company based in Providence (United States), founded in 2012 by Dan Ferranti. It operates as a Cloud-based CRM solution for financial advisors. Wealthbox has raised $231M in funding, with a current valuation of $*****. The company has 40 active competitors, including 4 that are funded. Its top competitors include companies like CapIntel, Fundsmith UK and Bridgefront Capital.

Company Details

Cloud-based CRM solution for financial advisors. Its automated workflows feature allows advisors to automate and collaborate on various routine processes like new client on-boarding. It features contact management, task management, account administration, reporting, and more.

Website: wealthbox.com
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Email ID: *****@wealthbox.com
Part Of

Key Metrics

Founded Year

2012

Location

Providence, United States

Stage

Series B

Total Funding

$231M in 2 rounds

Latest Funding Round

PE, Jun 10, 2025, $*****

Post Money Valuation

$***** as on Jun 10, 2025

Investors

Sixth Street & 2 more

Ranked

1^st among 40 active competitors

Employee Count

170 as on Oct 31, 2026

Similar Companies

CapIntel & 43 more

View Wealthbox's full profile

Wealthbox has raised a total funding of $231M over 2 rounds. Its first funding round was on Mar 08, 2022. Its latest funding round was a PE round on Jun 10, 2025 for $*****. 1 investor participated in its latest round. Wealthbox has 3 institutional investors.

Here is the list of recent funding rounds of Wealthbox:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 10, 2025	2359297	PE	8066781	7189109	6670737	9067999
Mar 08, 2022	2647410	Series B	3524407	1178456	4566294	Frontier Growth

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View details of Wealthbox's funding rounds and investors

The founders of Wealthbox is Dan Ferranti.

Here are the details of Wealthbox's key team members:

Dan Ferranti: Co-Founder & CTO of Wealthbox and founder of 1 other company.
Contact Info: 2 email addresses

View details of Wealthbox's Founder profiles and Board Members

Wealthbox's employee count trend

Wealthbox has 170 employees as of Oct 26. Here is Wealthbox's employee count trend over the years:

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Top competitors of Wealthbox include CapIntel, Fundsmith UK and Bridgefront Capital. Here is the list of Top 10 competitors of Wealthbox, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wealthbox 2012, Providence (United States), Series B	Cloud-based CRM solution for financial advisors	$231M	Sixth Street, Sixth Street Growth & 1 others	59/100
2nd	CapIntel 2017, Toronto (Canada), Series A	Online financial advisory platform for investments	$11M	FinTech Collective, Aquiline Capital Partners ... & 4 others	56/100
3rd	Fundsmith UK 2010, Chelmsford (United Kingdom), Funding Raised	Investment management platform	-	-	45/100
4th	Bridgefront Capital 2017, Austin (United States), Unfunded	Provider of technology-intensive trading strategies across multiple asset classes for institutions	-	-	42/100
5th	Depowise 2017, Tallinn (Estonia), Funding Raised	Compliance management solutions for banks & fund managers	-	LHoFT	35/100
6th	Inveert 2018, Seville (Spain), Funding Raised	Wealth management solution for financial entities	-	CastiVentures, LevelUp Investments & 2 others	34/100
7th	Boku 2022, London (United Kingdom), Unfunded	Investing platform providing professional tools and instruments for individual investors	-	-	31/100
8th	Hypoport 2002, Netherlands, Funding Raised	Developer of financial technology for secured funding and asset-backed transactions	-	Europa	27/100
9th	CCO 2018, Ohio (United States), Funding Raised	Compliance management solutions for financial advisors	-	-	24/100
10th	GNVault 2026, Switzerland, Unfunded	Provider of private offline intelligence software for wealth asset managers	-	-	24/100