Practifi
6.6#11 in financial advisor softwareFrom $135 a monthAndroidiOSWebAPI
VisitPractifi vs Wealthbox
What both publish
| Fact | Practifi | Wealthbox |
|---|---|---|
| Founded | 2013 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Chicago, Illinois, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | Practifi requires multi-factor authentication for user logins and supports configurable access controls and session timeouts. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Practifi describes its team as providing ongoing support and links customers to the Practifi Success support center. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Practifi plans
- Practifi Naya$135 a month
- Practifi Sentir$195 a month
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Practifi if…
Practifi suits registered investment advisers and wealth management firms seeking CRM features such as client records, workflows, and meeting preparation. Naya is for firms wanting a configurable CRM; Sentir is for those considering its AI-native option.
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.