Cloudsquare vs Wealthbox
Cloudsquare
cloudsquare.ioWealthbox
wealthbox.comSide by side
| Figure | Cloudsquare | Wealthbox |
|---|---|---|
| Price from | $75/mo | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 1 | 5 |
| Spec score · Financial Services CRM Software | 7.7 (#20) | 8.5 (#10) |
| AI features | Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox. | Yes |
| Founded | 2018 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Integrations | Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | The company says every customer gets an included Cloudsquare Advisor who can help with configuration questions, training, and platform reviews. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Cloudsquare
Cloudsquare has no write-up on Specifiction yet; its figures are above.