Announced
Completed
Synopsis
Sixth Street, a global investment firm, completed the $200m investment in Wealthbox, a CRM software platform for financial advisors. "This partnership with Sixth Street is a defining moment for 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," John Rourke, Wealthbox CEO and Co-founder.
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