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Fathom vs. Wealthbox

Elaborado a partir del registro investigado y revisado de cada herramienta. Las cifras se contrastan con las páginas públicas de precios en el momento de la investigación — confirma siempre el precio actual con el proveedor antes de comprar.

La versión corta

Fathom parte de $15 por usuario, frente a Wealthbox con $59.

Comparación completa

Fathomdesde $15 per user/month, billed annually (Team plan, 2+ users)
Wealthboxdesde $59 per month
Audyense Score76AS*Sólido33AS*Bajo
PosicionamientoFree AI notetaker for Zoom, Teams, and Google MeetWealthbox is a modern CRM designed specifically for financial advisors.
Plan gratuitoSíSí
ImplementaciónNube / SaaSNube / SaaS
Mejor encajeStartup, PYME, Mediana empresaStartup, PYME, Mediana empresa, Empresa
Planes de precio
  • Team$15
  • Free$9
  • BasicCustom pricing
  • Starter$75
  • Business$14
Contact Management—SíDocumented in the sourced profile.
Email two-way sync—SíDocumented in the sourced profile.
Pipeline drag-and-drop interface—SíDocumented in the sourced profile.
Custom workflow templates—SíDocumented in the sourced profile.
Live activity streams—SíDocumented in the sourced profile.
Calendar sync and views—SíDocumented in the sourced profile.
Workflow automation—SíDocumented in the sourced profile.
Crms—SíDocumented in the sourced profile.
Deal Management Software—SíDocumented in the sourced profile.
Integraciones verificadas—6+
Valoración agregada5.0 · 6.9k reviews— · No reviews yet
Integraciones
ZoomMicrosoft TeamsGoogle MeetSlack
SalesforceHubSpotPipedriveZohoLinkedInAPI
Seguridad y cumplimiento
SOC 2 Type IIGDPRHIPAA
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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
Contras
  • 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
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