---
description: Side-by-side comparison of Wealthbox vs AtomInvest. Learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in Singapore.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Wealthbox vs AtomInvest Comparison - Capterra Singapore 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Wealthbox \<span\>vs\</span\> AtomInvest](https://www.capterra.com.sg/compare/175666/196290/wealthbox/vs/atominvest-software)

# Compare Wealthbox vs AtomInvest

Canonical: https://www.capterra.com.sg/compare/175666/196290/wealthbox/vs/atominvest-software

> Detailed comparison between Wealthbox and AtomInvest. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Wealthbox | AtomInvest |
| **Overall rating** | 4.7/5 | 5.0/5 |
| **Total Reviews** | 145 | 9 |
| **Starting Price** | US$59.00 | £0.01 |
| **Free Trial** | Yes | - |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base | Chat |
| **Training** | Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation |

## Best for

### Wealthbox

Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes.

### AtomInvest

Alternatives fund managers (Private Equity, Venture Capital, Hedge Funds, Real Estate) as well as Private Banks/Wealth Managers that offer or are interested in offering alternative funds to clients.

## Key features

### Wealthbox

- API
- Alerts/Notifications
- CRM
- Client Management
- Contact Management
- Customizable Reports
- Data Import/Export
- Document Management
- Lead Capture
- Lead Management
- Mobile Access
- Relationship Tracking

### AtomInvest

- API
- Accounting
- Alerts/Notifications
- CRM
- Client Management
- Contact Management
- Data Import/Export
- Document Management
- For Hedge Funds
- Fund Management
- Investments Tracking
- Investor Portal
- Lead Management
- Mobile Access
- Monitoring
- Portfolio Analysis
- Portfolio Rebalancing
- Relationship Tracking

## Links

- [View Wealthbox Profile](https://www.capterra.com.sg/software/175666/wealthbox)
- [View AtomInvest Profile](https://www.capterra.com.sg/software/196290/atominvest-software)
- [View Original Comparison](https://www.capterra.com.sg/compare/175666/196290/wealthbox/vs/atominvest-software)

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