John Rourke
CEO, Wealthbox
Case Studies
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.
Frontier’s expertise and collaborative approach to working with Wealthbox leadership has been a major factor in our ongoing success. They bring deep, data-driven insights and highly relevant experience that we’ve been able to put to work. We enjoy working with them and value the partnership”
This endorsement was not provided by an actual current client of Frontier Growth and was solicited by Frontier Growth. Persons providing endorsements were not paid compensation of any kind, directly or indirectly. These endorsements may not be representative of all clients and are not indicative of Frontier Growth’s future performance. These endorsements are not based on the evaluations of clients or investors of Frontier Growth.
How We Helped
Since partnering, Frontier and management have engaged on several value creation initiatives including:
- ICP & Territory Design
- BDR Professionalization
- Team Structure & Key Leadership Recruitment
- Pricing & Packaging
Outcome
Wealthbox’s sales and marketing team grew 4x over the first two years of investment (initial investment in Q1’2022). The company, which had more than 30 Sales & Marketing FTEs at the end of Q1 2024, successfully increased sales rep productivity by more than 70% during the first two years of investment, which drove acceleration of organic growth.
This endorsement was not provided by an actual current client of Frontier Growth and was solicited by Frontier Growth. Persons providing endorsements were not paid compensation of any kind, directly or indirectly. These endorsements may not be representative of all clients and are not indicative of Frontier Growth’s future performance. These endorsements are not based on the evaluations of clients or investors of Frontier Growth.
The Frontier Team
Richard Maclean
Partner
Dave Pandullo
Partner
Christopher Fountain
Operating Partner
