# Wealthbox funding: rounds and investors

> Wealthbox has raised $200M across 1 round since 2025. Investors include Sixth Street Growth. Every round with its source.

Source: https://millionrounds.com/company/wealthbox (Millionrounds; every figure on the page links to its filing or article)

United States · [Growth startup](https://millionrounds.com/companies)

# Who invested in *Wealthbox*

One round we have observed, with the one investor named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Asset Management Fintech Salestech

Funding summary Updated 26 Oct 2026

**$200M** raised across 1 round since 2025, from 1 source

- **Latest round:** Growth, $200M Jun 2025
- **Led by:** Sixth Street Growth
- **Investors:** 1 (1 led)

See who backed them

## The rounds

- **Jun 2025** Growth **$200M** [Sixth Street Growth](https://millionrounds.com/fund/sixth-street-growth) Lead Reported by Firms' own news pages

## Founders and team

From Wealthbox's own website: 10 on the team.

- **Jeff Mello** President & CFO
- **Erin Bickford** Vice President of Marketing
- **Kristen Palmer** Vice President of Customer Support
- **Matt Buckley** Vice President of Finance
- **Mike Leone** Vice President of Engineering
- **Willie Mullen** Senior Vice President of Sales
- **John Rourke** CEO & Cofounder
- **Dan Ferranti** CTO & Cofounder
- **Michal Kopanski** Head of Design
- **Steve Carroll** Head of Product

## Everyone who backed them

[Sixth Street Growth](https://millionrounds.com/fund/sixth-street-growth) Asset manager **1** round, led 1

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=wealthbox).

## Quick answers about Wealthbox

### Who invested in Wealthbox?

Wealthbox's investors include Sixth Street Growth. Sixth Street Growth led its latest round.

### 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.

## Companies like Wealthbox

In the same sector, and raised in the last eighteen months.

[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**Coast** $77M · Oct 2026](https://millionrounds.com/company/coast)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)[**MURAL** $67M · Oct 2026](https://millionrounds.com/company/mural)

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