Voyant
6.4#16 in financial advisor softwareFrom $3 a monthWeb
VisitVoyant vs Wealthbox
What both publish
| Fact | Voyant | Wealthbox |
|---|---|---|
| Free trial | Voyant provides instructions for registering for a free trial, but the page does not state its duration. | Yes |
| Headquarters | Austin, Texas, USA | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | Voyant's security policy says production data is encrypted at rest with AES256 and traffic is encrypted in transit using TLS 1.2, AES256, and SHA2 signatures as supported by clients. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Voyant plans
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 a month
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Voyant if…
Voyant suits financial advisers and firms managing complex client plans across tax, investments, insurance, goals, and wealth transfer. ClientGo and Vault also suit practices that need controlled client collaboration and document sharing.
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.