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 Aug 31, 2026, the latest employee count at Wealthbox is 164.

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.

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.

Where does Wealthbox rank among its competitors?

Wealthbox ranks 36th amongst 2327 active competitors, of which 189 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was Behavox, which secured $175M in Jun, 2026.

Who are the top competitors of Wealthbox?

Wealthbox's top competitors include Palantir, Vanta and Behavox. Among them, Behavox secured the most recent funding round in June, 2026.

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. The company has 2327 active competitors, including 189 funded and 130 that have exited. Its top competitors include companies like Palantir, Vanta and Behavox.

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, $*****

Investors

Sixth Street & 2 more

Ranked

36^th among 2327 active competitors

Employee Count

164 as on Aug 31, 2026

Similar Companies

Behavox & 1667 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	5558973	PE	5265352	4193845	1966993	3093783
Mar 08, 2022	7700180	Series B	7526654	1189314	4618360	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 164 employees as of Aug 26. Here is Wealthbox's employee count trend over the years:

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Top competitors of Wealthbox include Palantir, Vanta and Behavox. 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	Palantir 2003, Denver (United States), Public	Platform that provides data analysis and management solutions	$2.46B	Founders Fund, Artis Ventures & 170 others	84/100
2nd	Vanta 2018, San Francisco (United States), Series D	Provider of a platform for automating security and compliance programs	$504M	Sequoia Capital, Wellington & 22 others	74/100
3rd	Behavox 2014, London (United Kingdom), Series C	Provider of AI-driven platform for regulatory compliance and risk management	$343M	Citi, SoftBank Vision Fund & 31 others	72/100
4th	AuditBoard 2014, Cerritos (United States), Acquired	Developer of software for governance risk and compliance management systems	$43.6M	Vebu, Mucker & 6 others	69/100
5th	GBTEC 2005, Bochum (Germany), Acquired	Cloud-based business process management software	$34M	Thecarlylegroup.fr, EDBI & 3 others	68/100
6th	OnFinance AI 2023, Bengaluru (India), Seed	Developer of artificial intelligence agents for automated regulatory compliance management	$5.25M	Haystack, Indian Angel Network & 73 others	67/100
7th	Truv 2020, Miami (United States), Acquired	Cloud-based platform for employee background verification	$28.5M	Kleiner Perkins, Chapter One & 8 others	65/100
8th	Mitratech 1987, Austin (United States), Acquired	Provider of solutions for third party risk management to banks	-	TA Associates, HgCapital Trust & 5 others	65/100
9th	Secoda 2021, Toronto (Canada), Acquired	Provider of an AI platform for data and analytics solutions	$16.3M	Craft Ventures, Y Combinator & 9 others	65/100
10th	Xcelerate 2021, Singapore (Singapore), Series B	Provider of technology-driven solutions for ESG, risk management, and compliance	$36M	Federated Hermes, Altair Capital & 20 others	64/100
36th	Wealthbox 2012, Providence (United States), Series B	Cloud-based CRM solution for financial advisors	$231M	Sixth Street, Sixth Street Growth & 1 others	56/100