Altruist vs Wealthbox
Updated June 2026 · A structured head-to-head comparison.
The verdict
Both Altruist and Wealthbox are credible wealth management tools, and the right pick comes down to your priorities.
Choose Altruist if you want a lower starting price (free) and a free plan to start on. Custodian built for RIAs.
Choose Wealthbox if you'd rather have a longer free trial (14 days). CRM for financial advisors.
Altruist vs Wealthbox: side by side
| Dimension | Altruist | Wealthbox |
|---|---|---|
| Starting price | FreeWinner | From $45/user/mo |
| Free plan | YesWinner | No |
| Free trial | — | 14 daysWinner |
| Pricing model | Freemium | Subscription |
| Best for | Rias, Advisors | Rias, Advisors |
| Platforms | Web, Ios | Web, Ios, Android |
| Rating | 4.6/5 | 4.7/5 |
Altruist key facts
- Vendor
- Altruist
- Pricing
- Freemium — Free
- Free tier
- Yes
- Platforms
- Web, Ios
- Best for
- Rias, Advisors
- Editor rating
- 4.6 / 5
- Founded
- 2018
- Headquarters
- Los Angeles, CA, USA
Wealthbox key facts
- Vendor
- Starburst Labs
- Pricing
- Subscription — From $45/user/mo
- Free tier
- Free trial (14 days)
- Platforms
- Web, Ios, Android
- Best for
- Rias, Advisors
- Editor rating
- 4.7 / 5
- Founded
- 2014
- Headquarters
- Providence, RI, USA
Frequently asked questions
Is Altruist better than Wealthbox?
Neither is universally better — Wealthbox edges ahead on overall rating, but the best choice depends on price, platforms, and your use case. See the side-by-side table above.
Is Altruist or Wealthbox cheaper?
Altruist is the more affordable of the two to get started, at free. Altruist starts at free; Wealthbox starts at from $45/user/mo.
Can Altruist replace Wealthbox?
Yes for most teams — both are wealth management tools with heavily overlapping features. The main trade-offs are pricing and platform support, covered in the comparison above.