Investwell Mint
6.4#14 in financial advisor softwareFrom ₹25,000 a yearAndroidiOSWeb
VisitInvestwell Mint vs Wealthbox
What both publish
| Fact | Investwell Mint | Wealthbox |
|---|---|---|
| Founded | 2000 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Gurugram, Haryana, India | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Security | Investwell's About page states that the company is ISO/IEC 27001:2022 certified; its pricing page lists bank-type 256-bit encryption and IP whitelisting. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Investwell lists Mint support at 08069212969 and [email protected]. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Investwell Mint plans
- Investwell Mint₹25,000 a year
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Investwell Mint if…
Investwell Mint is intended for mutual fund distributors, IFAs, and national distributors who need portfolio reporting and business analytics. Its listed tools also cover client segmentation and reminders.
Pick Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.