Wealthbox
7.7#3 in banking crm softwareFrom $59 a monthAndroidiOSWebAPI
VisitWealthbox vs Worksorted
Worksorted
6.2#21 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Wealthbox | Worksorted |
|---|---|---|
| Headquarters | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. | Adelaide, South Australia, Australia |
| Integrations | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. | Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit. |
| Support | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. | Existing customers can call support Monday to Friday, 9:00 am–5:00 pm ACST. |
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Worksorted plans
- WorksortedPriced on request
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.
Pick Worksorted if…
Worksorted is designed for Australian financial advice businesses, including licensees and licensed or self-licensed practices. It suits firms seeking client records, repeatable workflows, compliance tracking, and revenue operations in one platform.