ATLANTA – June 10, 2025 – Morris, Manning & Martin advised Wealthbox in securing a $200 million strategic investment from San Francisco-based global investment firm Sixth Street Growth.
Wealthbox is a leading CRM platform for wealth management professionals and financial advisors used to manage client relationships, streamline operations, and grow their business. The investment will allow Wealthbox to scale operations, accelerate product development, and allow for strategic growth in the wealth management industry.
Alex Scharyj led the MMM team, which included Jennifer Cote, Kierre Elvington, Snir Geuli, and Abani Rollins.
