Software Alternatives, Accelerators & Startups

Boss Insights VS Wealthbox

Compare Boss Insights VS Wealthbox and see what are their differences

Boss Insights logo Boss Insights

Providing Business Lenders Their Clients' Financial Data...In Minutes

Wealthbox logo Wealthbox

Smart CRM for financial advisors
  • Boss Insights Landing page
    Landing page //
    2022-04-06

Boss Insights is an award winning leader in open banking, linking fintechs and financial institutions to their small and medium-sized business clients’ financial accounting, commerce, banking, payroll and tax data in minutes. In addition to data from the likes of QuickBooks, Xero, Stripe, Square, Shopify, Amazon and more, Boss Insights provides portals to originate, decision and service fintechs and financial institutions. In an industry that needs speed and access to real-time data, Boss Insights empowers fintechs, private lenders and financial institutions to serve their business customers.

Boss Insights has earned media coverage by American Banker, Forbes, Bank Innovation, Open Finance World and The Financial Brand. Boss Insights has won multiple awards including: Money 2020 Rise Up, CB Insights’ Top 35 Future in Fintech, Corporate LiveWire’s 2021 Lending Technologist Of The Year, Open Banking Excellence’s 2020 SME Award, 2020 Women In Payments’ Unicorn Challenge, Corporate Vision’s Most Innovative Leader In Lending Technology & Canadian Lenders Association’s 2019 Executive Leader In Lending.

  • Wealthbox Landing page
    Landing page //
    2023-09-12

Boss Insights videos

FinovateFall 2019 / Boss Insights

More videos:

  • Review - World Boss Insights
  • Demo - About Boss Insights

Wealthbox videos

Wealthbox Review: Best CRM available for financial advisory practices!

More videos:

  • Demo - Wealthbox Advisor Speed Demo from FinancialAdvisor.TV

Category Popularity

0-100% (relative to Boss Insights and Wealthbox)
AI
55 55%
45% 45
Fintech
0 0%
100% 100
Accounting
100 100%
0% 0
Copyrights, Patents And IP Services

User comments

Share your experience with using Boss Insights and Wealthbox. For example, how are they different and which one is better?
Log in or Post with

What are some alternatives?

When comparing Boss Insights and Wealthbox, you can also consider the following products

Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.

Pulse by Bench Accounting - See the financial health of your business in real-time.

Apideck Unify - Apideck Unify provides Unified APIs across more than 50 different software categories to allow customers to accelerate their integration strategy.

Railz - Build Financial SME apps using normalized Accounting data

Validis - Validis is a web-based service which detects anomalies in accounting data.

Koinly - Koinly is the easiest way to monitor your crypto activity & file your taxes.