AdvisorShelf
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CRM

WealthY

AI-first platform putting an advisor's inbox, meetings, tasks, paperwork and client portal in one place.

Made by 1001536620 Ontario Corp. (trading as WealthY) Visit WealthY's website
Starting priceFrom $129/advisor/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed10 connectionsCharles Schwab, Fidelity Clearing Canada, NBIN and 7 more. Source and date for each below.
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What their website looks like

Screenshot of WealthY's homepage
WealthY's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Base $129/advisor/mo
per advisor, per month
 Billing period not stated on the pricing page
No setup fee
Pro $199.99/advisor/mo
per advisor, per month
 Billing period not stated on the pricing page
$1,500 USD setup fee
Pro + Custodian $449/advisor/mo
per advisor, per month
 Billing period not stated on the pricing page
Starting figure; $5,000 USD setup to start; custodian data feeds include 100 accounts per advisor, then $2 per account monthly
Connections: The pricing grid marks custodian data feeds on the Pro + Custodian tier only. That tier's price is a starting figure: the final quote depends on how many custodians are connected, with a $5,000 setup to start.

30-day pilot at $0 USD

No seat minimum

Source: WealthY pricing page (USD view). Checked on the vendor's site, Oct 6.

Where WealthY sits on price

WealthYOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Fidelity Clearing CanadaNBINAviso Wealth
WealthY10 connections listed

Data goes out to

Nothing the vendor says it sends out
Direction not stated
Charles Schwab
Listed, no detail
SalesforceWealthboxRedtailHubSpotAddeparBroadridge
Custodian connections:
Connection cost: The pricing grid marks custodian data feeds on the Pro + Custodian tier only. That tier's price is a starting figure: the final quote depends on how many custodians are connected, with a $5,000 setup to start.
Checked on the vendor's site · Oct 6WealthY pricing page
With them: from $449 a month for one person on the Pro + Custodian plan (a starting figure, with a $5,000 setup to start).
Custodian connections:
Connection cost: Custodian data feeds include 100 accounts per advisor; each account beyond that costs $2 a month.
Checked on the vendor's site · Oct 6WealthY pricing page
Charles Schwab
Checked on the vendor's site
  • Direction not stated: custodian data: accounts, holdings and transactions
Source: WealthY homepage (integrations list). Checked Oct 6.
Fidelity Clearing Canada
Checked on the vendor's site
  • Data in: custodian files
Source: WealthY homepage (integrations list). Checked Oct 6.
Also: WealthY compare page.
NBIN
Checked on the vendor's site
  • Data in: custodian files
Source: WealthY homepage (integrations list). Checked Oct 6.
Also: WealthY compare page.
Aviso Wealth
Checked on the vendor's site
  • Data in: custodian files
Source: WealthY homepage (integrations list). Checked Oct 6.
Also: WealthY compare page.
Salesforce
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: WealthY homepage (integrations list). Checked Oct 6.
Wealthbox
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: WealthY homepage (integrations list). Checked Oct 6.
Redtail
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: WealthY homepage (integrations list). Checked Oct 6.
HubSpot
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: WealthY homepage (integrations list). Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools 1001536620 Ontario Corp. (trading as WealthY) lists.

Addepar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: WealthY terms of service (section 8, third-party integrations). Checked Oct 6.
Broadridge
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: WealthY terms of service (section 8, third-party integrations). Checked Oct 6.

Moving to WealthY from another tool

What 1001536620 Ontario Corp. (trading as WealthY)'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the WealthY pages we read

We looked on Oct 8. Before you sign, ask 1001536620 Ontario Corp. (trading as WealthY) which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

The terms of service give a 60-day window after termination to export your data; WealthY may delete it after that.
Checked on the vendor's site · Oct 6

Source: WealthY terms of service

Fits best if

Our judgement

We haven't assessed fit for WealthY yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare WealthY with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

No corrections to this profile yet.

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