Wealthbox, the #1-rated CRM software platform for financial advisors, announced today that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. The partnership marks a major milestone in Wealthbox’s evolution and positions the company to further scale its operations, accelerate product development, and expand its footprint across the wealth management industry.

The investment from Sixth Street Growth reflects the firm’s strong conviction in Wealthbox’s management team, its modern and intuitive product, and a forward-looking roadmap that includes the development and rollout of innovative AI features designed to drive advisor productivity and firm-wide efficiency. The funding underscores the company’s strong position in the independent advisor market, its expanding opportunity in adjacent wealth-tech categories, and strategic trajectory upmarket to larger RIA firms and enterprise broker-dealers.

“This partnership with Sixth Street is a defining moment for Wealthbox,” said John Rourke, CEO and Co-founder of Wealthbox. “We’ve spent years building a modern, elegant CRM that advisors truly enjoy using. With Sixth Street’s backing, the new funding will allow us to move faster than ever to extend our leadership in the market and deliver even more value to advisory firms of all sizes.”

This investment will enable a new chapter of growth. Wealthbox plans to accelerate product development, expand integrations across the advisor tech stack, and deepen its enterprise capabilities to meet the needs of increasingly complex advisory firms.

“Wealthbox’s platform combines user-friendly simplicity with powerful capabilities, underpinned by a deep commitment to customer satisfaction, and we believe that it offers a valuable, advisor-centric CRM solution for the wealth management channel,” said Michael McGinn, Partner at Sixth Street and Co-Head of Sixth Street Growth. “We are pleased to partner with Wealthbox to support its next phase of innovation.”

As part of the transaction, Michael McGinn, as well as Paul Dodd, Operating Partner, and Alex Goodman, Principal at Sixth Street Growth, will join Wealthbox’s Board of Directors.

Frontier Growth Wealthbox’s existing investor will retain its position in the company by rolling over a substantial portion of its equity into the recapitalization.

Wealthbox will continue to operate under its current leadership team, with management also reinvesting meaningfully, underscoring their long-term commitment to the business and its future trajectory.