Blog/ Product & Company

Wealthbox Announces $31 Million Equity Investment from Frontier Growth

March 8, 2022

Today team Wealthbox announced that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31M equity investment.

As we said in the press release, Frontier Growth has an amazing track record in helping rapidly growing companies scale even faster, and we’re delighted to partner with them in our Series B round of financing. The investment capital for Wealthbox will allow us to accelerate product development and innovation so we can continue providing best-in-class CRM and related software solutions for financial advisory firms of all sizes.

Richard Maclean, Managing Partner and cofounder of Frontier GrowthRichard Maclean, Managing Partner and Cofounder of Frontier Growth

Richard Maclean, Managing Partner and cofounder of Frontier Growth said, “Wealthbox’s talented team, impressive growth rate, and excellent business metrics are a great fit for the added support, expertise, and funding we offer. We look forward to the partnership with the Wealthbox team to help financial advisory firms better operate their businesses with Wealthbox as their hub software.”

This is ultimately a big win for Wealthbox customers who can expect continued product innovation with new features, add-on products, and deeper integrations with complementary wealth-tech partners.

To learn more, check out the press release, a note from the Wealthbox CEO, and an article in Wealth Management.

Try Wealthbox now.

Super fast, simple signup. No credit card required.

Start Free Trial

Need a demo?

Join a live demo of Wealthbox with Q&A.

Book a Demo