Wealthbox Overview
- Year Founded
-
2012

- Status
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Private
- Employees
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102

- Latest Deal Type
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Debt
- Investors
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3
Wealthbox General Information
Description
Developer of financial CRM platform designed to connect with clients, prospects, and coworkers. The company makes use of modern design and development practices and reflects the growing consumerization of B2B software, enabling financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
Contact Information
Website
www.wealthbox.comCorporate Office
- 50 Park Row West
- Suite 907
- Providence, RI 02903
- United States
Corporate Office
- 50 Park Row West
- Suite 907
- Providence, RI 02903
- United States
Wealthbox Timeline
Wealthbox Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
7. Debt - General | 18-Jul-2023 | Completed | Generating Revenue | |||
6. Later Stage VC (Series B2) | 29-Jun-2023 | Completed | Generating Revenue | |||
5. Later Stage VC (Series B) | 04-Mar-2022 | Completed | Generating Revenue | |||
4. Debt - PPP | 03-Apr-2020 | Completed | Generating Revenue | |||
3. Later Stage VC (Series A) | 17-Jan-2017 | Completed | Generating Revenue | |||
2. Seed Round | 09-Oct-2014 | $2.5M | $4M | Completed | Startup | |
1. Seed Round | 24-Sep-2012 | $1.5M | $1.5M | Completed | Startup |
Wealthbox Cap Table
Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
---|---|---|---|---|---|---|---|---|
Series B-2 | ||||||||
Series B-1 | ||||||||
Series A | ||||||||
Seed-2 | 1,523,362 | $0.000100 | $1.64 | $1.64 | 1x | $1.64 | 6.57% | |
Seed-1 | 1,500,000 | $0.000100 | $1 | $1 | 1x | $1 | 6.47% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Wealthbox Comparisons
Industry
Financing
Details
Wealthbox Competitors (79)
One of Wealthbox’s 79 competitors is SAP, a Corporation company based in Walldorf, Germany.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
SAP | Corporation | Walldorf, Germany | ||||
Coupa | Private Equity-Backed | Foster City, CA | ||||
NexJ Systems | Formerly VC-backed | North York, Canada | ||||
RedTail Technology | Private Equity-Backed | Sacramento, CA | ||||
Abrigo | Private Equity-Backed | Austin, TX |
Wealthbox Signals
Wealthbox Investors (3)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
---|---|---|---|---|
Frontier Growth | Growth/Expansion | Minority | ||
Bel45 Capital Partners | Venture Capital | Minority | ||
Steven Lockshin | Angel (individual) | Minority |
Wealthbox FAQs
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When was Wealthbox founded?
Wealthbox was founded in 2012.
-
Where is Wealthbox headquartered?
Wealthbox is headquartered in Providence, RI.
-
What is the size of Wealthbox?
Wealthbox has 102 total employees.
-
What industry is Wealthbox in?
Wealthbox’s primary industry is Business/Productivity Software.
-
Is Wealthbox a private or public company?
Wealthbox is a Private company.
-
What is Wealthbox’s current revenue?
The current revenue for Wealthbox is
. -
How much funding has Wealthbox raised over time?
Wealthbox has raised $57.3M.
-
Who are Wealthbox’s investors?
Frontier Growth, Bel45 Capital Partners, and Steven Lockshin have invested in Wealthbox.
-
Who are Wealthbox’s competitors?
SAP, Coupa, NexJ Systems, RedTail Technology, and Abrigo are some of the 79 competitors of Wealthbox.
Data Transparency
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