Wealthbox Stock
Wealthbox is a modern CRM platform built for financial advisors and wealth management teams. It offers a clean, intuitive interface that centralizes client communications, workflows, tasks, and reporting. It integrates with email, calendars, and financial tools to streamline collaboration and operational efficiency.
Sign up for SecondMarket® to view the market and buy or sell Wealthbox Stock
Buy + SellWealthbox Funding
Sign up to gain insights into Wealthbox funding history, including the funding round, time period, and amount raised.
Sign Up to Unlock the Data| Financing Round | Date | Amount | Price per share* | Valuation* |
|---|---|---|---|---|
| Series B | Jun 07, 2023 | 15.00M | ||
| Series B | Mar 08, 2022 | 31.30M | ||
| Series B | Mar 08, 2022 | 1.77M | ||
| Series A | Jan 09, 2017 | 6.58M | ||
| Series Seed | Jul 09, 2014 | 2.50M | ||
| Series Seed | Sep 14, 2012 | 1.50M |
See Wealthbox Valuations + Financials
*Sample data + company shown for illustrative purposes only
Gain insights Into Wealthbox Stock Valuation + Share Prices
View real-time Tape D® data on Wealthbox stock including most recent valuation and historical share price information.
Are you an institutional investor or employee shareholder? Sign up to the SecondMarket trading platform.
Get Started
Wealthbox Management Team
-
Board Member
Richard T. Maclean
-
Board Member
Matthew Williams
-
Board Member
Benjamin Harrison
-
Co-Founder, CEO, Board Member
John Rourke
-
Co-Founder, CTO, Board Member
Daniel Ferranti
Wealthbox Major Investors
-
Frontier Growth
-
Bel45 Capital Partners
Learn More About Wealthbox Stock
Buy Wealthbox Stock
01Wealthbox stock does not trade on public stock exchanges. Wealthbox stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Wealthbox stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.
Learn more about the secondary market for private company shares on the investors page.
Sell Wealthbox Stock
02Wealthbox Stock does not trade on public stock exchanges. In order to sell Wealthbox shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.
Learn more about NPM services for selling privately held stock on the Employee Shareholders page.
Read more about how to sell private company stock on the private secondary market:
Wealthbox Stock Price
03Wealthbox does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the Tape D™ database from Nasdaq Private Market, you can view Wealthbox share price and other valuable private market data.
Read more about secondary market private company stock prices:
Wealthbox Stock Ticker Symbol
04There is no ticker symbol for Wealthbox stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.
Criteria to Sell Wealthbox Stock
05Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Wealthbox stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.
Learn more about selling privately held stock on the Employee Shareholders page.
Read more about how to sell shares of a private company and eligibility for selling privately held stock:
Criteria to Buy or Invest in Wealthbox Stock
06Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Wealthbox stock, you need to be an accredited entity or institutional investor.
Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.
Wealthbox Stock Settlement
07Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.
To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.
Wealthbox IPO
08Wealthbox is a private company and has not had an IPO. There is currently no Wealthbox IPO price. Get started to begin exploring the Nasdaq Private Market Tape D™ database and gain access to actionable data related to Wealthbox IPO.
Learn more about Tape D™ private company stock data for institutional investors on the on the Tape D™ Product Page.
Sign up for SecondMarket® to view the market and buy or sell Wealthbox Stock
Buy + Sell*All trademarks are the property of their respective owner(s). Unless expressly stated otherwise, companies listed on this site are not sponsoring, endorsing, or otherwise affiliated with, Nasdaq Private Market, LLC, and none of the statements on this website should be attributed to a listed company.
