Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers. The product allows advisors to more effectively engage with clients, collaborate as a team, and streamline operations. At the time of Frontier’s investment, Wealthbox’s momentum was largely driven by a PLG strategy / inbound motion. The company was interested in finding a partner that could help professionalize and scale the GTM team while increasing effectiveness and sustaining high growth.