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.

Wealthbox is a leading CRM platform for financial advisors, known for its intuitive design, powerful features, and seamless integrations. Thousands of advisory firms use Wealthbox daily to manage client relationships, streamline operations, and grow their businesses.