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Fathom vs. Wealthbox

Built from each tool’s researched, reviewed record. Figures are checked against public pricing pages at research time — always confirm current pricing with the vendor before buying.

The short version

Fathom starts at $15 per seat, versus Wealthbox at $59.

Full comparison

Fathomfrom $15 per user/month, billed annually (Team plan, 2+ users)
Wealthboxfrom $59 per month
Audyense Score76AS*Strong33AS*Low
PositioningFree AI notetaker for Zoom, Teams, and Google MeetWealthbox is a modern CRM designed specifically for financial advisors.
Free tierYesYes
DeploymentCloud / SaaSCloud / SaaS
Best fitStartup, SMB, Mid-marketStartup, SMB, Mid-market, Enterprise
Pricing plans
  • Team$15
  • Free$9
  • BasicCustom pricing
  • Starter$75
  • Business$14
Contact Management—YesDocumented in the sourced profile.
Email two-way sync—YesDocumented in the sourced profile.
Pipeline drag-and-drop interface—YesDocumented in the sourced profile.
Custom workflow templates—YesDocumented in the sourced profile.
Live activity streams—YesDocumented in the sourced profile.
Calendar sync and views—YesDocumented in the sourced profile.
Workflow automation—YesDocumented in the sourced profile.
Crms—YesDocumented in the sourced profile.
Deal Management Software—YesDocumented in the sourced profile.
Integrations verified—6+
Aggregate rating5.0 · 6.9k reviews— · No reviews yet
Integrations
ZoomMicrosoft TeamsGoogle MeetSlack
SalesforceHubSpotPipedriveZohoLinkedInAPI
Security & compliance
SOC 2 Type IIGDPRHIPAA
—
Pros
  • Free plan is fully featured for unlimited recordings/transcripts
  • Very high user satisfaction and ease-of-use scores on G2
  • Deep CRM and calendar integrations, plus MCP/API access
  • Documented capability: Contact management
  • Documented capability: Email two-way sync
  • Profile names a concrete ICP: Wealthbox is recommended for financial advisors who want a powerful, easy-to-use CRM with no training needed. It helps advisors connect with clients,
  • Public profile names Salesforce, HubSpot, Pipedrive as connected workflow surfaces
Cons
  • Managing multiple notetaker bots in one meeting can be clunky per reviews
  • Pricing and usage limits should be rechecked before purchase
  • Fit is strongest for the stated Startups, SMBs, Mid-market, Enterprise audience rather than every team
  • Named integrations should be validated against the team's exact plan and workflow
  • Reported outcomes and vendor claims should be validated with the buyer's own data
Visit Fathom ↗Visit Wealthbox ↗