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SPECIFICTION
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Marquis CRM vs Wealthbox

Marquis CRM

gomarquis.com

Wealthbox

wealthbox.com

Side by side

FigureMarquis CRMWealthbox
Price from—$59/mo
Free plan——
Free trial—Yes
Open source——
Web—Yes
iOS—Yes
Android—Yes
API—Yes
Plans published05
Spec score · Banking CRM Software5.4 (#30)8.5 (#3)
Founded1987Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014.
HeadquartersPlano, Texas, USAA 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence.

Plans

Marquis CRM

No plans published.

Marquis CRM pricing →

Wealthbox

  • Basic$59 a month
  • Pro$75 a month
  • Premier$99 a month
  • EnterprisePrice not published
  • EnterprisePriced on request

Wealthbox pricing →

In their own words

Marquis CRM

Marquis CRM has no write-up on Specifiction yet; its figures are above.

Visit gomarquis.com

Wealthbox

Wealthbox has no write-up on Specifiction yet; its figures are above.

Visit wealthbox.com