Snap Projections
6.3#19 in financial advisor softwareFrom $69 a monthWebAPI
VisitSnap Projections vs Wealthbox
What both publish
| Fact | Snap Projections | Wealthbox |
|---|---|---|
| Founded | 2014 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Toronto, Ontario, Canada | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The support article says integrations can import or export client information and identifies OneBoss as a specific integration. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | The terms state that data is encrypted at rest and in transit and that Snap aligns with SOC 2 requirements, controls, and practices. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Snap Projections plans
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced on request
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Snap Projections if…
It is intended for licensed financial and insurance advisors, portfolio managers, planners, and accountants. It is not intended for consumer personal use.
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.