Wealthbox vs Osaic Events
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
Osaic Events
This app helps independent financial professionals maximize their experience at Osaic's meetings and events. Access and personalize agendas, network with peers, and find educational content tailored to your business.
- Customize meeting agendas
- Connect with colleagues
- Access continuing education content
- Personalized business content
- Event networking
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Connect. Learn. Share. Grow. Get the most out of Osaic's meetings & events designed exclusively for independent financial professionals. Access and customize meeting agendas, connect and communicate with associates and colleagues, and source valuable continuing educational content created for your specific business needs.
Screenshots
Verdict
The clearest difference is review sentiment: Wealthbox at 49% against Osaic Events's 0%. Wealthbox also leads on rating (4.8 vs 2.3) and update cadence (every 5 days vs monthly). 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.
Wealthbox holds the better App Store score, 4.8 against 2.3. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 4, 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 0% of Osaic Events's.
Wealthbox ships an update every 5 days, Osaic Events monthly. The most recent releases landed on October 24, 2026 and October 25, 2026 respectively.
| Parameter | Wealthbox | Osaic Events |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) — better | 2.3 (4 ratings) |
| Positive reviews | 48.7% of reviews — better | 0.0% of reviews |
| Number of ratings | 1.7K — better | 4 |
| Update frequency | Every 5 days — better | Monthly |
| 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 | 41 MB | 54 MB |
| Age rating | 4+ | 17+ |
| Developer | Starburst Labs, Inc. | Osaic, Inc. |
Customer experience
Wealthbox
Osaic Events
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
Osaic Events
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
Osaic Events
No in-app purchases
