Salesforce Financial Services Cloud vs Wealthbox
Salesforce Financial Services Cloud
salesforce.comWealthbox
wealthbox.comSide by side
| Figure | Salesforce Financial Services Cloud | Wealthbox |
|---|---|---|
| Price from | $325/mo | $59/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 10 | 5 |
| Spec score · Banking CRM Software | 8.5 (#2) | 8.5 (#3) |
| Spec score · Financial Services CRM Software | 8.6 (#7) | 8.5 (#10) |
| Chrome extension | Sales Cloud Everywhere lets users view tasks and alerts, create or update records, and work with Salesforce from Gmail or other web pages. | The Wealthbox CRM extension works only in Google Chrome and opens from Gmail or Office 365 after sign-in. |
| Founded | 1999 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | San Francisco, California, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Salesforce says products can integrate with outside applications and systems; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Licence | Salesforce software is licensed under subscription terms rather than released as open-source software; contracts restrict copying, sublicensing, reverse engineering, and derivative works. | 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. |
| Limit: pricing | Reviewers frequently describe Salesforce as expensive, with licensing, add-ons, and implementation costs accumulating quickly. | Some reviewers consider Wealthbox expensive compared with other CRM products. |
| Rating on Apple App Store | 4.8 out of 5 from 352K ratings | 4.8 out of 5 from 1.7K ratings |
| Rating on G2 | 4.2 out of 5 from 398 reviews | 4.6 out of 5 from 109 reviews |
| Rating on Google Play | 3.7 out of 5 from 58,966 ratings | 4.6 out of 5 from 154 reviews |
| Rating on Software Advice | 4.8 out of 5 from 6 reviews | 4.7 out of 5 from 146 reviews |
| Support | The Standard Success Plan is included in all licenses and provides knowledge articles, documentation, Trailhead, and the Trailblazer Community. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| System requirements | The Salesforce mobile app supports current generally available iOS and Android versions and only the latest mobile-app release. | The service supports current Chrome, Edge, Firefox, Safari and Opera browsers, plus iPhone, iPad and Android devices. |
| What it does | Financial Services Cloud unifies banking, wealth-management, and insurance data around customers for CRM, automation, and personalized engagement. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
Plans
Salesforce Financial Services Cloud
- Financial Services Cloud for Sales$325 a month
- Financial Services Cloud for Service$325 a month
- Financial Services Cloud Sales Core$325 a month
- Financial Services Cloud Service Core$325 a month
- Financial Services Cloud for Sales and Services$350 a month
- Financial Services Cloud Sales & Service Core$350 a month
- Financial Services Cloud Sales Max$700 a month
- Financial Services Cloud Service Max$700 a month
- Financial Services Cloud Agentforce 1 Sales$750 a month
- Financial Services Cloud Agentforce 1 Service$750 a month
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud brings data from banking, wealth, and insurance platforms together to support personalized engagement with industry-specific AI and automation. Sales editions provide industry-specific data models, customer segmentation, and tools for financial goals and plans. Service editions add industry-specific workflows, a customer service representative console, and Service Process Studio for low-code customization. Combined editions cover sales and service, while Agentforce 1 editions connect Salesforce and external data through Data Cloud and Financial Services Cloud Intelligence.
The cloud product is available on web, iOS, and Android. Features can be configured in the Salesforce mobile app, and outside applications and systems can be integrated; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps. Salesforce describes it for banking, insurance, wealth and asset management, and lending organizations. Sales or Service Enterprise editions cost $325 a month per user, billed annually; Sales and Services costs $350 a month per user, billed annually. Agentforce 1 Sales and Service each cost $750 a month per user, billed annually. A 30-day trial is available.