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What They Do

CRM software platform for financial advisors

Headquarters

Providence, RI

Status

Active since 2022

News

  • March 8, 2022

Frontier Growth Announces Strategic Growth Investment in Wealthbox

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…

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