Wealthbox (Venture)
Funding Details
- Awarder
- Inbox
- Date Award
- March 08, 2022
- Vertical
- Financial Technology
- Funding URL
- View Funding Page
- Funding Amount:
- $31,000,000
Company Info
- Founders
- John Rourke
- Company Description
- Wealthbox operates as a remote-first company with employees located across the United States. 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.
- Market
- Wealth Management
- Location
- Providence, Rhode Island, United States
- Coinvestors
- Frontier Growth