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Wealthbox
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. New York, United States Founded 2014 11-50 employees For Profit
Wealthbox is a web and mobile CRM application for financial professionals.
Wealthbox on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Wealthbox was acquired by Sixth Street in 2025 for $200M.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
63
About Wealthbox
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 60
- Active products
- 27
- IT spend
- $7.78M
Company Info
- Founded
- 2014
- Employees
- 11-50
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 2
- News articles
- 72
- HQ
- New York, United States
- Region
- Greater New York Area, East Coast, Northeastern US
- Exit date
- Jun 10, 2025
Signals & Scores
- Heat score
- Medium
- Growth score
- Low
- Trend (7d)
- -0.4
- Trend (30d)
- -1.5
- Trend (90d)
- -1.8
- Last leadership hire
- Jun 10, 2025
Wealthbox Key People
CTO and Cofounder
VP of Finance
63
professional contacts at Wealthbox
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