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Wealthbox
Wealthbox® is beautifully designed CRM for modern financial advisors51-200 Employees
  • B2C
  • B2B
  • Growth Stage
    Expanding market presence
Website
Locations
Company size
51-200 people
Total raised
$37.3M
Company type
SaaS
Markets
Financial ServicesInvestment ManagementFinance TechnologyWealth ManagementFin TechFinancial Technology
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Wealthbox Funding

$37.3M
22 rounds

Funding Rounds

B
$31,000,000
Series BMar 2022
Press
Wealthbox Announces $31 Million Equity Investment from Frontier Growth
A
$6,250,000
Series AFeb 2017Read press
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