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FinTurk vs Wealthbox: CRM comparison for RIAs

Wealthbox is a modern, easy-to-use advisor CRM with a low entry price and a large integration marketplace. FinTurk was built around its AI from day zero, includes the meeting notetaker and every feature on every plan, and our team configures FinTurk and migrates your data for you.

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Compared	Wealthbox	FinTurk
Price per user per month	Basic $59, Pro $75, Premier $99, Enterprise custom	Pro $90, Max $135, Enterprise custom, billed annually
What each plan includes	Workflows and email sync start at Pro. Custom dashboards, report calculations and charts, and AI for Reports start at Premier.	Every feature on every plan
How AI fits in	AI Assistant and AI Agents on every plan, with the AI Notetaker sold separately	Finn, built in from day zero: the same AI preps your meetings, takes your notes, drafts follow-ups, and builds workflows, reports, and pages for your review. Pro includes $10/user/month in AI credits; Max and Enterprise are unlimited.
Meeting notetaker	A $49 per user per month add-on, at an introductory rate. It joins your video calls automatically, dials into phone calls, and captures in-person meetings.	Built in: pulls the Zoom, Microsoft Teams, or Google Meet transcript after each call, with no bot in the meeting. Calls on Zoom Phone and Microsoft Teams Phone work the same way, with nothing dialing into the call.
Custom records and fields	Custom Objects start at Pro, with 1 record type and 25 fields. Premier allows 10 and 100; Enterprise, 20 and 200.	As many record types and fields as you need, on every plan. Search finds them, Finn understands them, and workflows, automations, pages, and reports work with them.
Email sync	Two-way email sync starts at Pro; Basic logs email by BCC	Outlook and Gmail, on every plan
Onboarding	Migration assistance on every plan; the Enterprise Implementation Program is Enterprise only	Our team configures FinTurk and migrates your data, then keeps making changes for you after go-live, all included
Cash management	Not part of Wealthbox's plans	CashSweep and CashRaise, on every plan

Price per user per month

Wealthbox: Basic $59, Pro $75, Premier $99, Enterprise custom
FinTurk: Pro $90, Max $135, Enterprise custom, billed annually

What each plan includes

Wealthbox: Workflows and email sync start at Pro. Custom dashboards, report calculations and charts, and AI for Reports start at Premier.
FinTurk: Every feature on every plan

How AI fits in

Wealthbox: AI Assistant and AI Agents on every plan, with the AI Notetaker sold separately
FinTurk: Finn, built in from day zero: the same AI preps your meetings, takes your notes, drafts follow-ups, and builds workflows, reports, and pages for your review. Pro includes $10/user/month in AI credits; Max and Enterprise are unlimited.

Meeting notetaker

Wealthbox: A $49 per user per month add-on, at an introductory rate. It joins your video calls automatically, dials into phone calls, and captures in-person meetings.
FinTurk: Built in: pulls the Zoom, Microsoft Teams, or Google Meet transcript after each call, with no bot in the meeting. Calls on Zoom Phone and Microsoft Teams Phone work the same way, with nothing dialing into the call.

Custom records and fields

Wealthbox: Custom Objects start at Pro, with 1 record type and 25 fields. Premier allows 10 and 100; Enterprise, 20 and 200.
FinTurk: As many record types and fields as you need, on every plan. Search finds them, Finn understands them, and workflows, automations, pages, and reports work with them.

Email sync

Wealthbox: Two-way email sync starts at Pro; Basic logs email by BCC
FinTurk: Outlook and Gmail, on every plan

Onboarding

Wealthbox: Migration assistance on every plan; the Enterprise Implementation Program is Enterprise only
FinTurk: Our team configures FinTurk and migrates your data, then keeps making changes for you after go-live, all included

Cash management

Wealthbox: Not part of Wealthbox's plans
FinTurk: CashSweep and CashRaise, on every plan

Competitor details come from each vendor's website and can change.

Which fits your firm

Choosing between them

Wealthbox may fit better if

You only need core CRM features. Wealthbox Basic is $59 and Pro is $75 per user per month, if you can do without Premier's dashboards and advanced reporting.
Your firm isn't on Zoom Phone or Teams Phone. Wealthbox's notetaker add-on can dial into calls on any phone line that supports conference calling.
You rely on a large integration marketplace. Wealthbox lists more than 150 integrations.

FinTurk may fit better if

You want AI built in, not bolted on. Finn was built into FinTurk's foundation from day zero. The same AI takes your meeting notes, without ever joining the call, preps your next meeting, drafts follow-ups, and builds workflows, reports, and pages for your review.
You'd rather not choose features by tier. Dashboards, reporting, workflows, email sync, and custom record types come with every plan, with no limits on record types or fields.
You want cash management in your CRM. CashSweep and CashRaise, FinTurk's automated cash management, come with every plan.
You'd rather not set up the CRM yourselves. Our team configures FinTurk around how you work, migrates your data, trains your team, and keeps making changes for you after go-live, at no extra cost.

Price

What you'd actually pay

If you record every client meeting

Wealthbox

$148

Wealthbox Premier $99, plus the AI Notetaker add-on at $49

Notetaker: add-on, at its introductory rate

FinTurk

$135

FinTurk Max, with unlimited AI

Notetaker: built in, unlimited

If you use AI lightly

Wealthbox

$99

Wealthbox Premier, with custom dashboards, report calculations, and AI for Reports

Notetaker: not included; a $49 add-on

FinTurk

$90

FinTurk Pro: every feature, Gmail sync, and onboarding configured for you

Notetaker: built in, using your $10 per user per month in AI credits

Prices per user per month. We compare Wealthbox Premier, the Wealthbox plan closest to FinTurk's every-feature plans; Wealthbox Basic is $59 and Pro is $75. FinTurk is billed annually. In your demo, we'll price the tools FinTurk would replace for your firm.

Switching from Wealthbox

Moving off Wealthbox, handled for you

The 3-Step Migration™. Days, not months.

1
Export
Pull the standard export from Wealthbox, or send us a spreadsheet.
2
Send it securely
Send it to us through a secure upload. That's the last work you'll do.
3
We take it from there
Our team moves every note, field, and custom record as-is, rebuilds your workflows in FinTurk, then walks you through going live.

What stays the same: Your Gmail or Outlook, Zoom, Microsoft Teams, Google Meet, and Orion all connect to FinTurk, on every plan.

Questions

FinTurk vs Wealthbox: common questions

Is FinTurk more expensive than Wealthbox?

It depends on the plan. Wealthbox Basic is $59 and Pro is $75 per user per month. Wealthbox Premier, the plan closest to FinTurk's every-feature plans, is $99, and FinTurk Pro is $90 billed annually, with the notetaker included on $10 per user per month in AI credits. If you record every client meeting, Wealthbox Premier plus its $49 AI Notetaker add-on comes to $148, while FinTurk Max is $135 with unlimited AI and the notetaker built in.

Does Wealthbox have AI?

Yes. Wealthbox includes an AI Assistant and AI Agents on every plan, and sells its AI Notetaker as a $49 per user per month add-on. FinTurk was built around its AI, Finn, from day zero: the same AI takes your meeting notes, preps your meetings, drafts follow-ups, and builds workflows, reports, and pages for your review, on every plan.

Can FinTurk track the same custom records as Wealthbox?

Yes, without plan limits. Wealthbox's Custom Objects start at its Pro plan, with 1 record type and 25 fields, and higher plans raise those limits. In FinTurk you can create as many record types and fields as you need on every plan. They show up in search, Finn can answer questions about them, and you can automate and report on them.

Who moves our data from Wealthbox?

Our team does. Send us your Wealthbox export through a secure upload, and we move every note, field, and custom record as-is and rebuild your workflows in FinTurk. Migration is included.

Does FinTurk work with Orion?

Yes. Orion is a live FinTurk integration on every plan.

See how FinTurk fits your firm

Book a demo and we'll tailor it to how your firm works, on a full book of sample households.