Skip to content

We are excited to announce a strategic growth investment in Wealthbox, a leading CRM software platform for financial advisors. Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers to track client relationships, collaborate as a team, and streamline operations. Launched in 2014 by serial entrepreneurs John Rourke and Dan Ferranti, Wealthbox is known for its modern product design, powerful features, and intuitive user experience, and is now integrated with leading custodial platforms and wealth-tech products.

Richard Maclean

Richard Maclean


Wealthbox’s talented team, impressive growth rate, and excellent business metrics are a great fit for the added support, expertise, and funding we offer. We look forward to the partnership with the Wealthbox team to help financial advisory firms better operate their businesses with Wealthbox as their hub software.

Maclean, along with Frontier Vice President Matt Williams, will join John Rourke and Dan Ferranti on Wealthbox’s board of directors.

Learn more about Wealthbox by visiting their website and read the full press release here.

Next News Post

  • February 23, 2022

Frontier Growth Named to GrowthCap’s Top 25 Growth Equity Firms of 2021

Frontier Growth is honored to have been named to GrowthCap’s Top 25 Growth Equity Firms of 2021. GrowthCap chooses awardees by focusing keenly on the unique attributes of each firm that enables it to consistently identify great investment opportunities, create value for portfolio companies and optimize outcomes for all stakeholders…