vioscale
Comparison

Addepar vs Wealthbox

On the evidence we track, Wealthbox leads this comparison with a composite score of 53/100. Scores are only directly comparable because these tools share a category; the full breakdown and every source is below.

Addepar full profile →Wealthbox full profile →
Machine formatsJSONMarkdownGraphQLor send Accept: application/json
Addepar33
★Wealthbox53
Score
Vioscale score
Addepar33 / 100low · 9%
Wealthbox53 / 100medium · 56%
Pricing
Free tier
Addepar–
Wealthbox✗
Model
Addepar–
Wealthboxcommercial
Price level
Addepar–
Wealthboxmid
Starting price
Addepar–
Wealthbox$59
Transparent
Addepar–
Wealthbox✓
Integrations
Count
Addepar3
Wealthbox150
Security
Gdpr
Addepar✓
Wealthbox–
Soc2
Addepar–
Wealthbox✓
Market
Availability

Capabilities

Feature-by-feature on the axes that matter for wealth management. “-” means undocumented, not absent.

Capabilities
Schwab fidelity pershing custodial data sync
Addepar-
Wealthbox-
Monte carlo retirement simulation planning
Addepar-
Wealthbox-
Automated portfolio rebalancing and tax loss harvesting
Addepar-
Wealthbox-
Aum fee calculation and direct billing push
Addepar✓
Wealthbox-
Client facing white label portal and mobile app
Addepar✓
Wealthbox✗
Sec finra compliant email and document archiving
Addepar-
Wealthbox✗
Risk tolerance questionnaires and scoring
Addepar-
Wealthbox-
Held away asset aggregation plaid byallaccounts
Addepar-
Wealthbox-
Estate and tax planning scenarios
Addepar-
Wealthbox✗
SOC2 type ii
Addepar-
Wealthbox✓
ISO 27001
Addepar-
Wealthbox-
Pricing model
Addepar-
WealthboxFlat monthly per user

What each one is

The product in its own terms, so the numbers below have context.

Addepar

Consolidates financial data from multiple custodians and sources into a unified platform with AI-driven analytics. Enables portfolio management, reporting automation, and operational scaling for wealth advisors and financial professionals.

Independently observed

Wealthbox

Leader

A CRM workspace that centralizes client records, automates business processes, and integrates email, calendar, and meeting management with native AI capabilities to help financial advisory teams operate more efficiently.

Independently observed

Pricing

List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.

Addepar

Pricing not documented yet.

Wealthbox

Leader
from $59/user/moSubscription14-day trial

From $59/user/month. 14-day free trial, no credit card required.

  • Basic$59/user/month
    • Contact & household management
    • Task management
    • 1 opportunity pipeline
    • Calendar & meetings
    • 2 GB file storage
  • Pro$75/user/month
    • Everything in Basic, plus:
    • Workflows & automations
    • Two-way email sync
    • Broadcast email
    • 3 opportunity pipelines
  • Premier$99/user/month
    • Everything in Pro, plus:
    • Customizable dashboards & homepages
    • Workflow template sharing
    • API development support
    • 5 workspaces
  • EnterpriseContact sales
    • Everything in Premier, plus:
    • Enterprise SSO
    • Dedicated account manager
    • Unlimited workspaces
    • Priority enterprise support
as of verify ↗

Platform & deployment

Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.

Platforms
Web
Addepar✓
Wealthbox✓
iOS
Addepar✗
Wealthbox✓
Android
Addepar✗
Wealthbox✓
Deployment
Cloud / SaaS
Addepar✓
Wealthbox✓

Integrations

What each product connects to. Counts come from the vendor's own integration directory where one exists.

Addepar

3 total
  • eMoney Advisor
  • Envestnet MoneyGuide
  • Libretto
Independently observed

Wealthbox

Leader
31 total
  • AdviceCloud
  • AdvisorStream
  • Amplify
  • Andes
  • AssetMark
  • Black Diamond
  • Catchlight
  • CurrentClient
  • Dispatch
  • Estately
  • Feathery
  • Finpace
  • Flourish
  • Forms Logic
  • FP Alpha
  • Gmail
  • Google Calendar
  • Mako Fintech
  • Mili
  • Outlook
  • Outlook Calendar
  • Qwil Messenger
  • RBC
  • RightCapital
  • +7 more
Independently observed

Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.