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Marquis CRM vs Wealthbox

Wealthbox

7.7#3 in banking crm softwareFrom $59 a month
AndroidiOSWebAPI
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What both publish

FactMarquis CRMWealthbox
Founded1987Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014.
HeadquartersPlano, Texas, USAA 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence.

Marquis CRM plans

No prices published.

Wealthbox plans

  • Basic$59 a month
  • Pro$75 a month
  • Premier$99 a month
  • EnterprisePriced on request

Pick Marquis CRM if…

You want what its maker publishes above — check its page for the details.

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.

Charts they share