Wealthbox vs WealthWaveONE
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
Read full descriptionHide full description
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
WealthWaveONE
This business app helps financial educators share content and connect with prospects. It offers quick access to personalized campaigns and resources to grow influence and spread the company's mission.
- Share WealthWave content
- Connect with prospects
- Personalized campaigns
- Access resources
- Grow influence
- Mobile content sharing
Read full descriptionHide full description
Take your WealthWave business to the next level with the WWONE App. Seamlessly share engaging WealthWave content directly from your mobile phone, helping you connect with prospects and grow your influence anytime, anywhere. Designed for financial educators, the app provides quick access to personalized campaigns and resources, making it easier than ever to share WealthWave’s mission with your network
Screenshots
Verdict
The clearest difference is review sentiment: WealthWaveONE at 100% against Wealthbox's 46%. WealthWaveONE also leads on rating (5.0 vs 4.8) and iOS requirement (15.6 vs 17.6). Wealthbox's advantage is ratings volume (1.7K vs 14). On price, update cadence, ads and in-app purchases 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.
WealthWaveONE 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 14, so its average is the more settled of the two. Written reviews point the same way: 46% of Wealthbox's written reviews are positive against 100% of WealthWaveONE's.
Wealthbox ships an update every 6 days, WealthWaveONE weekly. The most recent releases landed on September 24, 2026 and June 1, 2026 respectively.
| Parameter | Wealthbox | WealthWaveONE |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) | 5.0 (14 ratings) — better |
| Positive reviews | 46.2% of reviews | 100.0% of reviews — better |
| Number of ratings | 1.7K — better | 14 |
| Update frequency | Every 6 days — better | Weekly |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.6 | 15.6 — better |
| Further details — not scored | ||
| Size | 40 MB | 77 MB |
| Age rating | 4+ | 17+ |
| Developer | Starburst Labs, Inc. | Carlin Wong |
Customer experience
Wealthbox
WealthWaveONE
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
WealthWaveONE
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
WealthWaveONE
No in-app purchases
