Investwell Mint vs Wealthbox
Investwell Mint
investwell.inWealthbox
wealthbox.comSide by side
| Figure | Investwell Mint | Wealthbox |
|---|---|---|
| Price from | ₹2,083.33/mo | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 5 |
| Spec score · Financial Advisor Software | 7.7 (#13) | 8.5 (#6) |
| Founded | 2000 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Gurugram, Haryana, India | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Security | Investwell's About page states that the company is ISO/IEC 27001:2022 certified; its pricing page lists bank-type 256-bit encryption and IP whitelisting. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Investwell lists Mint support at 08069212969 and [email protected]. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| What it does | Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Investwell Mint
Investwell Mint has no write-up on Specifiction yet; its figures are above.