AdvisorEngine CRM vs Wealthbox
AdvisorEngine CRM
advisorengine.comWealthbox
wealthbox.comSide by side
| Figure | AdvisorEngine CRM | Wealthbox |
|---|---|---|
| Price from | $5.75/mo | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 5 |
| Spec score · Financial Advisor Software | 8.9 (#1) | 8.5 (#6) |
| Spec score · Financial Services CRM Software | 8.9 (#4) | 8.5 (#10) |
| Contact management | Client profiles can store relevant information, support tailored communications and provide built-in or customized reports. | The CRM stores client details, communication history, financial data and household relationships in a searchable hub. |
| Founded | 2014 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | New York, NY and Raleigh, NC, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Licence | The terms describe the service as proprietary software supplied under a limited, revocable license and deny access to source code, so it is not open source. | Wealthbox is proprietary software: its terms grant a limited, revocable, non-exclusive use licence and reserve software intellectual-property rights to Wealthbox or its licensors. |
| Rating on G2 | 4.3 out of 5 from 11 reviews | 4.6 out of 5 from 109 reviews |
| Rating on GetApp | 4.4 out of 5 from 24 reviews | 4.7 out of 5 from 145 reviews |
| Rating on Software Advice | 4.4 out of 5 from 24 reviews | 4.7 out of 5 from 146 reviews |
| Security | AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| System requirements | Supported browsers are Chrome, Edge and Firefox; the Outlook add-in requires Office 2010 or later and Windows 10/11 Pro or Enterprise. | The service supports current Chrome, Edge, Firefox, Safari and Opera browsers, plus iPhone, iPad and Android devices. |
| What it does | AdvisorEngine CRM is a cloud wealth-management CRM for financial advisors and registered investment advisers, combining client records, workflows, portfolio information and operational tools. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
| Workflow automation | The practice-management module uses a workflow engine to automate tasks and digitize service processes. | Workflows can sequence tasks, emails, events and stage changes with delays, conditional branches, assignments and overdue tracking. |
Plans
AdvisorEngine CRM
- AdvisorEngine CRM$69 a year
- AdvisorEngine CRM$69 a month
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based customer relationship management system for wealth management firms, including financial advisors and RIAs. It tracks workflow progress across clients and records activity, with tools for contact and practice management, growth, and dashboards. Records can store files and documents without limits on file types, folders, or storage space. Mobile access supports viewing alerts and records and taking actions from a device. Listed integrations include Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact. AdvisorEngine describes session traffic as SSL-encrypted and its hosting facilities as audited and certified at the SSAE 16 Type II SOC 1 level. It says the CRM averages 24 new releases a year and offers migration and onboarding assistance, training, client support, and relationship management. The plan is $69 per user per month, billed annually, with a three-user minimum. It includes all features, priority support, and unlimited document storage. Prospective customers can request recorded or personalized demos through the sales team.