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 May 31, 2026, the latest employee count at Wealthbox is 146.

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. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.06B in funding in 2026 to date.

Where does Wealthbox rank among its competitors?

Wealthbox ranks 8th amongst 1167 active competitors, of which 129 are funded. It stands 2nd 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 Behavox, OnFinance AI and Secureframe. 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 1167 active competitors, including 129 funded and 74 that have exited. Its top competitors include companies like Behavox, OnFinance AI and Secureframe.

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

8^th among 1167 active competitors

Employee Count

146 as on May 31, 2026

Similar Companies

Behavox & 1330 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	3954531	PE	7800950	8383320	9249966	9333591
Mar 08, 2022	8589938	Series B	1031481	1528556	1237478	Frontier Growth

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View details of Wealthbox's funding rounds and investors

The founders of Wealthbox is Dan Ferranti. John Rourke is the CEO of Wealthbox.

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 146 employees as of May 26. Here is Wealthbox's employee count trend over the years:

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Top competitors of Wealthbox include Behavox, OnFinance AI and Secureframe. 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	Behavox 2014, London (United Kingdom), Series C	Provider of AI-driven platform for regulatory compliance and risk management	$343M	SoftBank Vision Fund, Citi & 31 others	72/100
2nd	OnFinance AI 2023, Bengaluru (India), Seed	Developer of artificial intelligence agents for automated regulatory compliance management	$5.25M	Haystack, Indian Angel Network & 72 others	67/100
3rd	Secureframe 2020, San Francisco (United States), Series B	Cloud-based compliance management solution provider	$79M	Kleiner Perkins, Base10 Partners & 38 others	64/100
4th	Thoropass 2019, New York City (United States), Series C	Platform offering integrated compliance management solutions	$98M	Fin Capital, Canapi Ventures & 14 others	63/100
5th	Hyperproof 2018, Bellevue (United States), Series B	Integrated compliance management software	$66.5M	Toba Capital, Riverwood Capital & 2 others	63/100
6th	Truv 2020, Miami (United States), Series A	Cloud-based platform for employee background verification	$28.5M	Kleiner Perkins, Chapter One & 7 others	61/100
7th	Secfix 2020, Munich (Germany), Series A	Provider of data encryption and security solution provider	$15.8M	neosfer, Alstin Capital & 7 others	61/100
8th	Wealthbox 2012, Providence (United States), Series B	Cloud-based CRM solution for financial advisors	$231M	Sixth Street, Sixth Street Growth & 1 others	61/100
9th	Greenboard 2023, Austin (United States), Series A	Provider of intelligent tools for financial compliance solutions	$20M	Base10 Partners, General Catalyst & 8 others	60/100
10th	Spektr 2023, Copenhagen (Denmark), Series A	Compliance management solutions for businesses	$26M	New Enterprise Associates, Northzone & 2 others	59/100