Wealthbox operates as a remote-first company with employees located across the United States, and a large part of the team is located in Rhode Island. The Wealthbox CRM technology is purpose-built for the wealth management industry vertical and designed for financial professionals at advisory firms and broker-dealers to manage client relationships and streamline operations to grow their practices.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 03/08/22 | $31,000,000 | Venture |
Frontier Growth | undisclosed |
