# Wealthbox vs Swivel Connect

Wealthbox and Swivel Connect both sit at 4.8 stars, but that hides the real split: 100% of Swivel Connect's written reviews are positive against 49% of Wealthbox's. Swivel Connect also leads on iOS requirement (15.1 vs 17.6). Wealthbox's advantage is ratings volume (1.7K vs 5). On price, rating, update cadence and ads there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

Swivel Connect 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 5, so its average is the more settled of the two. Written reviews point the same way: 49% of Wealthbox's written reviews are positive against 100% of Swivel Connect's.

Wealthbox ships an update every 5 days, Swivel Connect weekly. Both last shipped on October 24, 2026.

## The numbers

| Metric | Wealthbox | Swivel Connect |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [4.8 (1.7K ratings)](https://appshunter.io/ios/app/wealthbox/id1448255830/reviews) | **[5.0 (5 ratings)](https://appshunter.io/ios/app/swivel-connect/id6451197008/reviews)** |
| Number of ratings | **1.7K** | 5 |
| Positive reviews | 48.7% of reviews | **100.0% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 5 days** | Weekly |
| Monetization | Free | Free |
| Size | 41 MB | 56 MB |
| Requires iOS | 17.6 | **15.1** |
| Devices | iPhone, iPad | **iPhone, iPad, iPod** |
| Age rating | 4+ | 4+ |
| Developer | [Starburst Labs, Inc.](https://appshunter.io/developer/876563909) | [Advisor First, LLC](https://appshunter.io/developer/1696608592) |

## What reviewers say

### Wealthbox

[App page](https://appshunter.io/ios/app/wealthbox/id1448255830)

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.

**Highlights:** Client relationship management, Contact management with quick actions, Redesigned calendar and task management, Activity stream for collaboration, Secure login with biometric support, Portfolio integrations

**Features:** Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 🚀 Game changer
- 👍 Great interface
- 👍 Intuitive and easy to use
- 👍 Excellent design
- 👍 Flexible and easy to use

**What reviewers complain about**

- 🐛 Constantly crashes
- 🐛 Problems loading and glitches
- 🐛 Paid integration not working
- 🐛 Horrible phone app
- 🐛 Cumbersome to use vs browser version

**Reported bugs**

- Paid integration not working for 2 months
- Phone app crashes, freezes, or doesn't load
- App freezes 5 seconds after login

**Requested features**

- Better integration with phone, maps, etc.
- Customizable bottom tabs
- Ability to increase font size
- Email-only app with advanced features


### Swivel Connect

[App page](https://appshunter.io/ios/app/swivel-connect/id6451197008)

Access your CRM data and manage client relationships on the go. This app synchronizes in real-time with your web-based CRM, allowing you to view client information, schedule appointments, and complete tasks from your mobile device.

**Highlights:** Real-time CRM sync, Client information dashboard, Contact and policy management, Appointment scheduling, Task and workflow management, Send client portfolio summaries

**In-app purchases:** none


## Frequently asked questions

### Is Wealthbox free?

Wealthbox is free to download, with no in-app purchases.

### Is Swivel Connect free?

Swivel Connect is free to download, with no in-app purchases.

### Which has better reviews, Wealthbox or Swivel Connect?

Swivel Connect is rated higher. Wealthbox averages 4.8 out of 5 from 1.7K ratings, while Swivel Connect averages 5.0 from 5 ratings.

### Do Wealthbox or Swivel Connect have ads?

Neither Wealthbox nor Swivel Connect shows ads.

### Which is updated more often, Wealthbox or Swivel Connect?

Wealthbox ships an update every 5 days, and Swivel Connect weekly. Most recently, Wealthbox was updated on October 24, 2026 and Swivel Connect on October 24, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*