Velocify vs Wealthbox
Velocify
mortgagetech.ice.comWealthbox
wealthbox.comSide by side
| Figure | Velocify | Wealthbox |
|---|---|---|
| Price from | — | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 5 |
| Spec score · Financial Services CRM Software | 6.7 (#27) | 8.5 (#10) |
| Founded | 2000 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Pleasanton, California, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Security | ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | LeadManager support includes live support, onboarding, ongoing training and strategic consulting services. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Velocify
Velocify has no write-up on Specifiction yet; its figures are above.