Wealthbox
Wealthbox is a leading CRM software platform specifically designed for financial advisors. It focuses on enhancing client relationship management and streamlining operations within the wealth management industry.
Leadership & Board
Key Executives
- CTO and Cofounder
- Dan Ferranti
- VP of Finance
- Graham Riley
- Co-Founder & CEO
- John Rourke
- Current Number of Employees
- 170
- Current LinkedIn Followers
- 17,034
Latest Estimated Valuation
- Estimated Valuation
- ―
- Total Amount Raised
- $200M
- Total Funding Rounds
- 1
- Latest Funding Amount
- $200M
- Latest Funding Round
- Growth Round
- Post-Money Valuation
- ―
Employee Trend
Wealthbox had 170 employees as of October 12, 2026. The number of employees increased by 4 (2.41%) week-over-week.
170Latest Employee Count
4(2.41%)Week-Over-Week Change
Social Trend
Wealthbox had 17,034 followers as of October 12, 2026. The number of followers increased by 98 (0.58%) week-over-week.
17,034Latest Followers Count
98(0.58%)Week-Over-Week Change
Funding Round
| Funding Date | Funding Round | Amount Raised | Post-Money Valuation |
|---|---|---|---|
| Jun 10, 2025 | Growth Round | $200.00M | ― |
Investors
| Investor Name | Funding Round |
|---|---|
| Sixth Street Growth | Growth Round |
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