Attio vs Wealthbox
Attio
attio.comWealthbox
wealthbox.comSide by side
| Figure | Attio | Wealthbox |
|---|---|---|
| Price from | $4,435/mo | $59/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 4 | 5 |
| Spec score · CRM Software | 9.4 (#4) | 9.2 (#13) |
| AI features | Yes | Yes |
| Chrome extension | The Chrome extension can add or update records from Gmail and other websites, edit attributes and run automations with real-time synchronization. | The Wealthbox CRM extension works only in Google Chrome and opens from Gmail or Office 365 after sign-in. |
| Email sync | Yes | Yes |
| Free plan | Yes | No |
| Free trial | Yes | Yes |
| Headquarters | London, United Kingdom | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The App Store includes connections such as Gmail, Outlook, Slack, Segment, Mailchimp, Outreach, Mixmax, Typeform and Zapier. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Mobile app | Yes | Yes |
| Public API | Attio provides a public REST API exchanging JSON over HTTPS, with authentication, pagination, filtering, rate-limit, OAuth and webhook guidance. | The public REST API supports reading and writing contacts, households, tasks, events, notes, opportunities and projects, with access tokens for personal integrations and OAuth for partner applications. |
| Rating on Apple App Store | 3.6 out of 5 from 28 ratings | 4.8 out of 5 from 1.7K ratings |
| Rating on Capterra | 3.8 out of 5 from 8 reviews | 4.7 out of 5 from 146 reviews |
| Rating on G2 | 4.3 out of 5 from 598 reviews | 4.6 out of 5 from 109 reviews |
| Rating on GetApp | 3.8 out of 5 from 8 reviews | 4.7 out of 5 from 145 reviews |
| Rating on Google Play | 3.4 out of 5 from 19 reviews | 4.6 out of 5 from 154 reviews |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Attio
Attio is a CRM for building sales pipeline, moving deals forward, and growing accounts. It includes visual sales pipelines, email sync, and AI features, alongside Ask Attio, workflows, custom agents, a web agent, and sequences. Attio says it can automatically enrich records and sync contacts in real time. Email and calendar sync are supported, although connected account limits vary by plan. Integrations listed in the App Store include Slack, Zapier, Typeform, Segment, and Mailchimp. Developers can use a REST API and an App SDK to build apps that read and write workspace information. Attio is available on the web, macOS, iOS, and Android, and as a Google Chrome extension. The Free plan includes 3 seats, 50,000 records, and 50 GB of file storage. Plus costs $4,435 a month and includes up to 10 seats, 5 objects, and 250,000 records. Pro costs $9,979 a month and includes unlimited seats, 12 objects, and 1,000,000 records. Enterprise includes unlimited seats and objects with a custom record limit. Attio is headquartered in London, United Kingdom.