Video
Paul Dodd and John Rourke on Wealthbox's Partnership with Sixth Street
Watch John Rourke, Co-Founder and Chief Executive Officer at Wealthbox, and Paul Dodd, Managing Director at Sixth Street, share how our partnership has become a true extension of the organization, providing resources, support and perspective as Wealthbox leadership charts the right course in an era defined by AI.
July 1, 2026Paul Dodd and John Rourke
John Rourke: My name is John Rourke. I am Co-founder and CEO of Wealthbox, CRM. It's a software platform for independent financial advisors.
Wealthbox was compelling on many fronts. Their product was superior in the market space, so it was a real opportunity to partner with a leader and scale that company to the next level.
John Rourke: Many investing firms look alike. What differentiates it for me as an operator, are the people behind it and the business chemistry, and that's where I think Sixth Street really stood out for me. More Than Capital has been an amazing resource. They're part of our team. They're literally at my request in our weekly meetings. The expertise, both from their experience in the market as well as their other portfolio companies, has been tremendous in helping us scale, particularly in the go-to-market strategy. Everything from helping us design the sales operation to actually hiring people. This is our series C consummated July of 2025. The world has changed radically with the AI coding software. It's a real collaboration to be able to work through these challenges and opportunities.
Paul Dodd: What's been really impressive about you and the team, John, is in this dynamic change, you have not allowed the company to become complacent, even though you are still very successful. It's been a case study on what true leadership is in dynamic times.
John Rourke: They have helped us scale in ways beyond what I imagine, particularly in the age of AI, and they've been phenomenal in helping us figure out and determine the proper strategy that we're all aligned on.
