Salesforce Financial Services Cloud
7.7#2 in banking crm softwareFrom $325 a monthAndroidiOSWebAPI
VisitSalesforce Financial Services Cloud vs Wealthbox
What both publish
| Fact | Salesforce Financial Services Cloud | Wealthbox |
|---|---|---|
| Chrome extension | Sales Cloud Everywhere lets users view tasks and alerts, create or update records, and work with Salesforce from Gmail or other web pages. | The Wealthbox CRM extension works only in Google Chrome and opens from Gmail or Office 365 after sign-in. |
| Founded | 1999 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | San Francisco, California, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Salesforce says products can integrate with outside applications and systems; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Licence | Salesforce software is licensed under subscription terms rather than released as open-source software; contracts restrict copying, sublicensing, reverse engineering, and derivative works. | Wealthbox is proprietary software: its terms grant a limited, revocable, non-exclusive use licence and reserve software intellectual-property rights to Wealthbox or its licensors. |
| Limit: pricing | Reviewers frequently describe Salesforce as expensive, with licensing, add-ons, and implementation costs accumulating quickly. | Some reviewers consider Wealthbox expensive compared with other CRM products. |
| Rating on Apple App Store | 4.8 out of 5 from 352K ratings | 4.8 out of 5 from 1.7K ratings |
| Rating on G2 | 4.2 out of 5 from 398 reviews | 4.6 out of 5 from 109 reviews |
| Rating on Google Play | 3.7 out of 5 from 58,966 ratings | 4.6 out of 5 from 154 reviews |
| Rating on Software Advice | 4.8 out of 5 from 6 reviews | 4.7 out of 5 from 146 reviews |
Salesforce Financial Services Cloud plans
- Financial Services Cloud Service Core$325 a month
- Financial Services Cloud for Sales$325 a month
- Financial Services Cloud for Service$325 a month
- Financial Services Cloud Sales Core$325 a month
- Financial Services Cloud Sales & Service Core$350 a month
- Financial Services Cloud for Sales and Services$350 a month
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Salesforce Financial Services Cloud if…
Financial Services Cloud is for banking, insurance, wealth and asset management, and lending organizations. It may suit teams that need sales, service, or combined workflows around customer financial relationships.
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.