| Price from | $135/mo | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 5 |
| Spec score · Financial Advisor Software | 7.5 (#21) | 8.5 (#6) |
| Spec score · Financial Services CRM Software | 7.5 (#24) | 8.5 (#10) |
| Founded | 2013 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Chicago, Illinois, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | Practifi requires multi-factor authentication for user logins and supports configurable access controls and session timeouts. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Practifi describes its team as providing ongoing support and links customers to the Practifi Success support center. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
