Wealthbox vs SEFOF
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Wealthbox
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
- Client relationship management
- Contact management with quick actions
- Redesigned calendar and task management
- Activity stream for collaboration
- Secure login with biometric support
- Portfolio integrations
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Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app. Notable Features: • Simple and secure login with support for Face ID, Touch ID, and Password Autofill • Access maps on Contacts for turn-by-turn directions • Push notifications • Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading • Redesigned calendar for month, 4-day, and single day views • A “Today View” that surfaces upcoming items that require your attention • Activity Stream to view updates and collaborate • Portfolio integrations • Contact Management to track notes about clients • Task Management to organize your practice • Calendaring with iCal support • Opportunity Management to manage business • Project Management to organize anything • Full data-sync with web-based Wealthbox CRM
SEFOF
This app provides attendees with conference information, including schedules, session details, and speaker bios. Users can create personalized agendas and discover networking opportunities. It aims to enhance the conference experience and facilitate connections within the family office community.
- View conference schedules and sessions
- Create personal agendas
- Access speaker and location information
- Discover networking events
- Expand family office network
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SEFOF is the official mobile app for the Southeastern Family Office Forum. This mobile app allows you to: *View schedules, explore sessions, and find networking events. *Curate your own personal schedule for easy conference attendance. *Access location and speaker information at your fingertips. ** Expand your family office network and have fun!
Screenshots
Verdict
The clearest difference is update cadence: Wealthbox at weekly against SEFOF's every 4 months. Wealthbox also leads on ratings volume (1.7K vs 1). SEFOF's advantage is rating (5.0 vs 4.8). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
SEFOF holds the better App Store score, 5.0 against 4.8. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 1, so its average is the more settled of the two.
Wealthbox ships an update weekly, SEFOF every 4 months. The most recent releases landed on October 15, 2026 and September 27, 2026 respectively.
| Parameter | Wealthbox | SEFOF |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) | 5.0 (1 ratings) — better |
| Positive reviews | 48.7% of reviews | — |
| Number of ratings | 1.7K — better | 1 |
| Update frequency | Weekly — better | Every 4 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 17.6 | 17.0 — better |
| Further details — not scored | ||
| Size | 40 MB | 62 MB |
| Age rating | 4+ | 4+ |
| Developer | Starburst Labs, Inc. | Family Office Forums LLC |
Customer experience
Wealthbox
SEFOF
Bugs and requests
Wealthbox
Reported bugs
3 issues- Paid integration not working for 2 months
- Phone app crashes, freezes, or doesn't load
- App freezes 5 seconds after login
Requested features
4 requests- Better integration with phone, maps, etc.
- Customizable bottom tabs
- Ability to increase font size
- Email-only app with advanced features
SEFOF
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
SEFOF
No in-app purchases
