Income Lab vs Wealthbox
Income Lab
incomelaboratory.comWealthbox
wealthbox.comSide by side
| Figure | Income Lab | Wealthbox |
|---|---|---|
| Price from | $80/mo | $59/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 3 | 5 |
| Spec score · Financial Advisor Software | 8.0 (#10) | 8.5 (#6) |
| AI features | Pro includes Penny, which can build plans from meeting notes, answer questions about a client plan, and identify opportunities across a client base. | Yes |
| Founded | 2018 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Integrations | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Support | The company offers a help center, walkthrough bookings, and contact by phone or email. | 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
Income Lab
Income Lab has no write-up on Specifiction yet; its figures are above.