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Web and mobile CRM application for financial professionals.
Wealthbox has raised $231.0M across 2 funding rounds.
Wealthbox has raised $231.0M in total across 2 funding rounds.
Wealthbox has raised $231.0M in total across 2 funding rounds.
Wealthbox's investors include Alex Goodman.
Wealthbox has raised $231.0M across 2 funding rounds. Most recently, it raised $200.0M Other Equity in June 2025.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Jun 10, 2025 | $200.0M Other Equity | Alex Goodman | |
| Mar 9, 2022 | $31.0M Series B |