Wealthbox is a #1-rated CRM platform for financial advisors owned by Starburst Labs, Inc. Thousands of advisory firms use Wealthbox daily to manage client relationships, streamline operations, and grow their businesses. The company offers a modern, intuitive product with broad integrations across the advisor tech stack and is pursuing expansion into adjacent wealth‑tech categories. Wealthbox plans to accelerate product development, including the rollout of AI features to drive advisor productivity and firm-wide efficiency, deepen enterprise capabilities, and move upmarket to larger RIA firms and enterprise broker‑dealers. The company intends to use new funding to scale operations and expand its footprint across the wealth management industry. Frontier Growth is an existing investor and will roll over a substantial portion of its equity as part of the transaction. Wealthbox is a Providence, RI–based CRM software platform purpose-built for financial advisors. Its product helps advisors at wealth management firms and broker-dealers track client relationships, collaborate as a team, and streamline operations. The platform is integrated with custodial platforms and other wealth-tech products. Founded in 2014 by John Rourke and Dan Ferranti, the company intends to use the $31M minority equity investment to accelerate product development and innovation. As part of the transaction, Frontier Growth principals Richard Maclean and Matt Williams will join the board. Wealthbox was spun out from Starburst Labs, which previously spun out Wealthbase as a separate company, and Wealthbox is now the sole property of Starburst Labs, Inc.

Total raised

$231M

Funding rounds

2

Latest round

Equity

Latest activity

Jun 2025