About Wealthbox
Wealthbox is a company based in Providence (United States) founded in 2012 by Dan Ferranti and John Rourke. Wealthbox has raised $231 million across 2 funding rounds from investors including Frontier Growth and Sixth Street. Wealthbox operates in a competitive market with competitors including Computershare, Pegasystems, PureFacts, PractiFI and ForwardLane, among others.
- Headquarter Providence, United States
- Founders Dan Ferranti, John Rourke
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Website wealthbox.com
- Social LinkedIn X
- Total Equity Funding$231M (USD)
in 2 rounds
- Latest Funding Round$200M (USD), Private Equity Round
Jun 2025
- InvestorsFrontier Growth
& 1 more
Funding Insights of Wealthbox
Wealthbox has successfully raised a total of $231M across 2 strategic funding rounds. The most recent funding activity was a Private Equity Round of $200 million completed in June 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $231M
- Total Rounds 2
- Last Round Private Equity Round — $200M
- First Round $31M
(Mar 2022)
- Investors Count 2
All 2 funding rounds of Wealthbox with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2025 | $200M | Private Equity Round | – | – | |
| Mar 2022 | $31M | Series B | – | – |
2 investors in total: 2 institutional.
Investors in Wealthbox
Wealthbox has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Frontier Growth and Sixth Street.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments in technology sectors are made by Frontier Growth. | – | frontiergrowth.com | Charlotte, United States | |
Private equity and debt investments are managed across multiple sectors. | – | sixthstreet.com | San Francisco, United States |
Investor details for Wealthbox
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wealthbox
29 people are tracked at Wealthbox (13 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
Dan Ferranti | Co-Founder & CTO | Leadership |
John Rourke | Co-Founder & CEO | Leadership |
Charles Fargo | Head of Product Partnerships | Leadership |
Willie Mullen | Senior Vice President Of Sales | Leadership |
Jomin Bishop | Vice President Of Enterprise Sales | Leadership |
Andrew Ladwig | Director Of Business Development | Leadership |
Matt Buckley | VP Of Strategic Finance | Leadership |
Erin Bickford | VP of Marketing | Leadership |
Jeff Mello | President & Chief Financial Officer | Leadership |
Michal Kopanski | Head of Design | Leadership |
Michael Leone | VP of Engineering | Leadership |
Graham Riley | VP of Finance | Leadership |
Steve Carroll | Head Of Product | Leadership |
Jacqueline A Jones | Account Executive | Product Specialist | Team |
Will Bowman | Web & Graphic Design Manager | Team |
Paul Druziak 🇺🇦 | Senior Software Engineer | Team |
Brandon Knox | Senior Software Engineer | Team |
Chris Bianco | Senior Software Engineer | Team |
Walt Windrich | Sr. Software Engineer | Team |
Iryna Boiko | Senior QA Analyst | Team |
9 more people are available in the full profile.
Complete people profiles for Wealthbox
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Wealthbox
3 dated milestones of Wealthbox across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthbox is founded.
- Funding First funding round of $31.0M.
- Funding Latest funding round, Private Equity Round, of $200.0M.
Competitors of Wealthbox
Wealthbox operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Computershare, Pegasystems, PureFacts, PractiFI and ForwardLane, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| computershare.com | 1978 | Melbourne, Australia | – | 26 | Client communication solutions are delivered for capital markets stakeholders. | |
| pega.com | 1983 | Cambridge, United States | – | 5,406 | Wealth management solutions via AI decisioning and automation are provided. | |
| purefacts.com | 2010 | Toronto, Canada | $61.02M | – | CRM solutions for wealth managers | |
| practifi.com | 2013 | Sydney, Australia | $19.79M | – | Wealth management CRM software for financial advisors is provided. | |
| forwardlane.com | 2015 | New York, United States | $6.98M | – | AI-driven data analytics are provided for wealth and asset managers. | |
| zennify.com | 2013 | Meridian, United States | $7.5M | 118 | Salesforce consulting and data solutions for financial services are provided. | |
| atm.com | 1992 | Newport Beach, United States | – | – | Personal data is monetized via a marketplace platform. | |
| 4degrees.ai | 2017 | Chicago, United States | $1.1M | – | A relationship intelligence and deal flow platform is provided by 4Degrees for investment teams. |
Detailed competitors of Wealthbox
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Wealthbox
The website of Wealthbox (wealthbox.com) receives about 136.6K visits a month and ranks #353,668 among all websites worldwide, #3,690 in Investing.
- Monthly visits136.6K
▼ 1.5% vs previous month
- Unique visitors35.2K
per month
- Global rank#353,668
among all websites
- Category rank#3,690
Finance · Investing
- Bounce rate66%
- Pages per visit1.5
- Average visit48 sec
- DevicesDesktop 81% · Mobile 19%
Websites whose visitors overlap most with Wealthbox. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
advisorlynx.com | advisorlynx.com | 100% | – | #686,520 | – |
| schwab.com | 81% | 94M | #365 | View details | |
| fa-mag.com | 80% | 93.5K | #336,818 | View details | |
| advisorengine.com | 71% | 151.7K | #212,071 | View details | |
| securitybenefit.com | 70% | 152.7K | #232,962 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Wealthbox
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Wealthbox
Complete news archive for Wealthbox
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Wealthbox
10 companies that operate in the same segment as Wealthbox (GRC, Risk & Compliance Software), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cybersecurity and zero trust solutions are delivered for secure networks. | 2007 | San Jose, California, United States | USD 148 M | USD 3.35 B | 2,241 | |
Platform that provides data analysis and management solutions | 2003 | Denver, Colorado, United States | USD 2.46 B | USD 2.87 B | 3,940 | |
Identity and access management solutions are provided for developers. | 2013 | Bellevue, Washington, United States | USD 332.75 M | – | – | |
Cloud security posture management solutions are provided by the platform. | 2000 | Sunnyvale, California, United States | USD 54.2 M | USD 6.8 B | 14,140 | |
Digital workplace safety tools for inspections and audits are provided. | 2004 | Surry Hills, New South Wales, Australia | USD 297.93 M | – | – | |
Compliance and risk management platform is offered to enterprises. | 2016 | San Francisco, California, United States | USD 503.05 M | – | – | |
Cloud-based tax compliance solutions are delivered for businesses worldwide. | 2004 | Seattle, Washington, United States | USD 342.97 M | USD 65.53 M | 1,623 | |
Hybrid cloud infrastructure solutions are delivered for business management. | 1977 | Austin, Texas, United States | – | USD 1.79 B | 8,890 | |
Cloud based identity governance and administration software | 2005 | Austin, Texas, United States | USD 26.65 M | USD 1.07 B | 2,740 | |
Online payment solutions are offered to consumers and businesses. | 1998 | San Jose, California, United States | USD 216 M | USD 31.79 B | 24,400 |
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Frequently Asked Questions about Wealthbox
Wealthbox was founded in 2012 and raised its 1st funding round 10 years after it was founded.
Wealthbox is headquartered in Providence, United States. It is registered at Providence, Rhode Island, United States.
John Rourke is the current CEO of Wealthbox. They have also founded this company.
Wealthbox is a funded company, having raised a total of $231M across 2 funding rounds to date. The company's 1st funding round was a Series B of $31M, raised on Mar 2022.
Wealthbox was founded in 2012 in Providence, United States, as a cloud-based CRM solution targeted at financial advisors. Operations focus on streamlining advisory workflows through automation for tasks like client onboarding and collaboration. Services encompass contact management, task tracking, account administration, and reporting tools. The platform supports routine processes in the financial services sector from its U.S. base.
Wealthbox's top competitors include PureFacts, Computershare and Pegasystems.
Wealthbox has 2 investors. Key investors include Frontier Growth, and Sixth Street.
The website of Wealthbox receives about 137 thousand visits a month and ranks #353,668 among all websites worldwide.