# Vestmark vs Wealthbox

**Leader by vioscaleAI score:** Wealthbox

| Attribute | Vestmark | Wealthbox |
|---|---|---|
| **vioscaleAI score** | 45.1 (8% (low)) | 54.1 (57% (medium)) |
| content.faq | - | `[{"answer":"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. It is indexed under Wealth Management.","source":"https://wealthbox.com/pricing/","question":"What is Wealthbox?","confidence":0.6},{"answer":"Wealthbox is a paid product; published pricing starts at $59 per user per month. It is sold across 4 plans (Basic, Pro, Premier and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://wealthbox.com/pricing/","question":"How much does Wealthbox cost?","confidence":0.6},{"answer":"Wealthbox supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.","source":"https://wealthbox.com/pricing/","question":"What platforms does Wealthbox support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Wealthbox, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://wealthbox.com/pricing/","question":"Can Wealthbox be self-hosted?","confidence":0.6},{"answer":"We have confirmed 30 integrations for Wealthbox, including AdviceCloud, AdvisorStream, Amplify, Andes, AssetMark, Black Diamond, Catchlight and CurrentClient, plus 22 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://wealthbox.com/pricing/","question":"What does Wealthbox integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 for Wealthbox. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Wealthbox not holding them. Always confirm compliance directly before you rely on it.","source":"https://wealthbox.com/who-we-serve/trust-companies/","question":"What security certifications does Wealthbox have?","confidence":0.7},{"answer":"Wealthbox is available worldwide. Its primary market is the United States.","source":"https://wealthbox.com/pricing/","question":"Where is Wealthbox available?","confidence":0.5}]` |
| deployment.options | - | `{"cloud":true}` |
| description.long | A wealthtech platform helping asset managers automate and scale operations through integrated portfolio management, tax-conscious investing approaches, and advisor coordination tools. | A unified workspace that consolidates client records, communications, tasks, and workflows for financial advisors. Built-in AI assists with meeting notes, task automation, and compliance audit trails while integrating with external financial planning and portfolio management tools. |
| features.capabilities | `{"client_facing_white_label_portal_and_mobile_app":true,"automated_portfolio_rebalancing_and_tax_loss_harvesting":true}` | `{"soc2_type_ii":true,"pricing_model":"flat_monthly_per_user","estate_and_tax_planning_scenarios":false,"client_facing_white_label_portal_and_mobile_app":false,"sec_finra_compliant_email_and_document_archiving":false}` |
| integrations.count | 2 | 150 |
| integrations.list | `[{"name":"Vanguard Custom Model Portfolios"},{"name":"250+ asset managers (via model marketplace)"}]` | `[{"name":"AdviceCloud"},{"name":"AdvisorStream"},{"name":"Amplify"},{"name":"Andes"},{"name":"AssetMark"},{"name":"Black Diamond"},{"name":"Catchlight"},{"name":"CurrentClient"},{"name":"Dispatch"},{"name":"Estately"},{"name":"Feathery"},{"name":"Finpace"},{"name":"Flourish"},{"name":"Forms Logic"},{"name":"FP Alpha"},{"name":"Gmail"},{"name":"Google Calendar"},{"name":"Mako Fintech"},{"name":"Mili"},{"name":"Outlook"},{"name":"Outlook Calendar"},{"name":"Qwil Messenger"},{"name":"RBC"},{"name":"RightCapital"},{"name":"Signal Advisors"},{"name":"Smart Kx"},{"name":"Trust & Will"},{"name":"Turnkey"},{"name":"VRGL"},{"name":"Waterlily"},{"name":"Yourefolio"},{"name":"Turnqey","category":"digital assets","direction":"inbound"}]` |
| market.availability | - | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | - | `{"web":true}` |
| pricing | - | `{"type":"subscription","plans":[{"free":false,"name":"Basic","summary":"$59/user/month","features":["Contact & household management","Task management","1 opportunity pipeline","Calendar & meetings","2 GB file storage"],"components":[{"kind":"per_unit","unit":"user","amount":59,"period":"month","currency":"USD"}],"description":"Starter CRM","contactSales":false},{"free":false,"name":"Pro","summary":"$75/user/month","features":["Everything in Basic, plus:","Workflows & automations","Two-way email sync","Broadcast email","3 opportunity pipelines"],"components":[{"kind":"per_unit","unit":"user","amount":75,"period":"month","currency":"USD"}],"description":"Core CRM Features","contactSales":false},{"free":false,"name":"Premier","summary":"$99/user/month","features":["Everything in Pro, plus:","Customizable dashboards & homepages","Workflow template sharing","API development support","5 workspaces"],"components":[{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"description":"Advanced Features for Growth","contactSales":false},{"free":false,"name":"Enterprise","features":["Everything in Premier, plus:","Enterprise SSO","Dedicated account manager","Unlimited workspaces","Priority enterprise support"],"contactSales":true}],"addOns":[{"name":"AI Notetaker","components":[{"kind":"per_unit","unit":"user","amount":49,"period":"month","currency":"USD"}]}],"summary":"From $59/user/month. 14-day free trial, no credit card required.","currency":"USD","freeTier":false,"sourceUrl":"https://wealthbox.com/pricing/","retrievedAt":"2026-08-25T22:13:28.457Z","freeTrialDays":14,"startingPrice":{"unit":"user","amount":59,"period":"month","currency":"USD"},"billingPeriods":["month"]}` |
| pricing.free_tier | - | no |
| pricing.model | commercial | commercial |
| pricing.price_level | - | mid |
| pricing.starting_price | - | `{"amount":59,"currency":"USD"}` |
| pricing.transparent | - | yes |
| security.certifications | - | `[{"name":"SOC 2 Type II","status":"active"}]` |
| security.soc2 | - | yes |

## Capabilities (Wealth Management)

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

*Source: vioscaleAI. Generated 2026-10-16T06:27:49.619Z. "-" = undocumented, not absent.*