Snap Projections vs Wealthbox
Snap Projections
snapprojections.comWealthbox
wealthbox.comSide by side
| Figure | Snap Projections | Wealthbox |
|---|---|---|
| Price from | $15/mo | $59/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 4 | 5 |
| Spec score · Financial Advisor Software | 7.7 (#14) | 8.5 (#6) |
| Founded | 2014 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Toronto, Ontario, Canada | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The support article says integrations can import or export client information and identifies OneBoss as a specific integration. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | The terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and practices. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Plans
Snap Projections
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced on request
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Snap Projections
Snap Projections has no write-up on Specifiction yet; its figures are above.