United States · 
Who invested in Wealthbox?
Wealthbox's investors include Sixth Street Growth. Sixth Street Growth led its latest round.
United States · Growth startup
Who invested in Wealthbox
Funding summaryUpdated 26 Oct 2026
$200Mraised across 1 round since 2025, from 1 source
- Latest round
- Growth, $200MJun 2025
- Led by
- Sixth Street Growth
- Investors
- 1 (1 led)
The rounds
- Jun 2025
Founders and team
From Wealthbox's own website: 10 on the team.
- Jeff MelloPresident & CFO
- Erin BickfordVice President of Marketing
- Kristen PalmerVice President of Customer Support
- Matt BuckleyVice President of Finance
- Mike LeoneVice President of Engineering
- Willie MullenSenior Vice President of Sales
- John RourkeCEO & Cofounder
- Dan FerrantiCTO & Cofounder
- Michal KopanskiHead of Design
- Steve CarrollHead of Product
Everyone who backed them
Missing a round, or an investor who was in one? Tell us.
Quick answers about Wealthbox
How much has Wealthbox raised?
Wealthbox has raised $200M across 1 round since 2025.
When did Wealthbox last raise?
Wealthbox's most recent round was a Growth of $200M in Jun 2025, led by Sixth Street Growth.
What was Wealthbox's biggest round?
Its most recent round, $200M in Jun 2025, is also its largest on record.
Who backed Wealthbox first?
Wealthbox's first round on record, in Jun 2025, was backed by Sixth Street Growth.
What stage is Wealthbox at?
Wealthbox's latest named round is a Growth, in Jun 2025.
Where is Wealthbox based?
Wealthbox is based in the United States.
Who led Wealthbox's rounds?
Sixth Street Growth led the Growth in 2025.
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