| Price from | $15/mo | $59/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | Yes | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | — | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 4 | 5 |
| Spec score · CRM Software | 9.4 (#5) | 9.2 (#13) |
| AI features | Yes | Yes |
| Email sync | No | Yes |
| Founded | 2011 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Free plan | Yes | No |
| Free trial | Yes | Yes |
| Headquarters | Austin, Texas, USA | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Official integrations cover Google, Outlook, Zoom, Stripe, Mailchimp, maps and supported VoIP providers; Zapier and Make can also connect it to other services. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Licence | The core project is licensed under the GNU Affero General Public License version 3. | 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 | 4.5 out of 5 from 29 reviews | 4.6 out of 5 from 109 reviews |
| Visual sales pipeline | Yes | Yes |
| System requirements | The download page lists NGINX, Apache or IIS, PHP 8.3–8.5, and MySQL 8.0+, MariaDB 10.3+ or PostgreSQL 15.0+. | The service supports current Chrome, Edge, Firefox, Safari and Opera browsers, plus iPhone, iPad and Android devices. |
| What it does | EspoCRM is a web CRM for managing people, companies, projects, opportunities and other business relationships. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
