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Comparison · CRM
Fat Free CRM vs Wealthbox
A side-by-side editorial comparison of Fat Free CRM and Wealthbox — release velocity, themes, recent moves, and the top alternatives to consider.
Fat Free CRM vs Wealthbox: at a glance
What is Fat Free CRM?
Fat Free CRM's only tracked release is a test tag that pins the Ruby platform back to 3.4.
Fat Free CRM, the open-source Rails CRM, has one tracked entry: an April 2026 GitHub release tagged "test" that normalizes the platform setting and drops back to Ruby 3.4. It is build configuration, not a feature release.
What is Wealthbox?
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
Wealthbox launched AI Agents on November 4 on all plans: 24 prebuilt agents or ones firms build themselves. It caps a busy stretch: a Developer Portal for AI Assistant integrations with Holistiplan and Nitrogen, the $29 Vault add-on for compliant file storage, CarPlay access to the assistant and Formula Fields in the core CRM.
Fat Free CRM vs Wealthbox: editorial side-by-side
Fat Free CRM
0.0CRM
Fat Free CRM's only tracked release is a test tag that pins the Ruby platform back to 3.4.
◆ Current state
Fat Free CRM, the open-source Rails CRM, has one tracked entry: an April 2026 GitHub release tagged "test" that normalizes the platform setting and drops back to Ruby 3.4. It is build configuration, not a feature release.
◆ Where it's heading
One CI-facing tag is too little to read a direction from. The Ruby version pin hints at maintenance work keeping the app on a supported runtime rather than new CRM capability.
◆ Prediction
The entries don't support a confident prediction; a tagged versioned release would be the first signal of where the project is heading.
Wealthbox
7.5CRM
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
◆ Current state
Wealthbox launched AI Agents on November 4 on all plans: 24 prebuilt agents or ones firms build themselves. It caps a busy stretch: a Developer Portal for AI Assistant integrations with Holistiplan and Nitrogen, the $29 Vault add-on for compliant file storage, CarPlay access to the assistant and Formula Fields in the core CRM.
◆ Where it's heading
Wealthbox has moved from an assistant that answers questions to agents that do work, while charging for storage and compliance rather than AI. Partner integrations through the Developer Portal give those agents more data to act on.
◆ Prediction
Expect agents that use partner data from Holistiplan or Nitrogen, and more prebuilt agents; the entries do not list the 24 or the build tools in detail.
Alternatives to Fat Free CRM and Wealthbox
Other CRM products tracked by Sparkpulse, ranked by recent ship velocity. Each card links to a full editorial trajectory and lets you pivot into a head-to-head comparison with either Fat Free CRM or Wealthbox.
Twenty
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
Twenty
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
GroupOffice
GroupOffice patches its 25.0 and 6.8 lines again, still with no notes.
Folk
folk adds a command panel and quick-add tasks after its agent-era repositioning.
Folk
folk now pitches itself as the CRM for the agent era.
See all Fat Free CRM alternatives → · See all Wealthbox alternatives →
Recent activity from Fat Free CRM and Wealthbox
Latest ship moves from both products, interleaved chronologically. ⚡ = editorial spark.
- 9d agoWealthboxIntroducing Wealthbox AI Agents, Included on Every Plan ⚡
- 10d agoWealthboxIntroducing Formula Fields in Wealthbox
- 15d agoWealthboxWealthbox Is Now Available in Apple’s CarPlay
- 16d agoWealthboxIntroducing Wealthbox Vault: Advanced File Storage for Advisory Firms, Plus AI for Client Documents
- 17d agoWealthboxWealthbox Launches Developer Portal for AI Assistant Integrations ⚡
- 17d agoWealthboxWealthbox AI Assistant Now Connects with Holistiplan for Smarter Tax Planning
- 6mo agoFat Free CRMTest tag pins Ruby platform back to 3.4
Frequently asked questions
What is the difference between Fat Free CRM and Wealthbox?
They serve adjacent needs but don't currently overlap on shipped themes. Wealthbox is currently shipping more aggressively (velocity 7.5 vs 0.0), with 2 editorial sparks in the last 30 days against 0. See the at-a-glance table above for a side-by-side breakdown of velocity, recent sparks, and editorial themes.
Is Fat Free CRM better than Wealthbox?
Sparkpulse doesn't pick a winner — we score release velocity, not feature parity. Wealthbox is currently shipping more aggressively (velocity 7.5 vs 0.0), with 2 editorial sparks in the last 30 days against 0. For your specific use case, the alternatives sections above list other CRM products to evaluate alongside.
What are the best alternatives to Fat Free CRM?
Top Fat Free CRM alternatives in CRM are ranked by recent ship velocity. Browse the "Fat Free CRM alternatives" section above for the current picks, or visit /alternatives/fat-free-crm for the full list with editorial commentary on each.
What are the best alternatives to Wealthbox?
Top Wealthbox alternatives in CRM are ranked by recent ship velocity. Browse the "Wealthbox alternatives" section above for the current picks, or visit /alternatives/wealthbox for the full list with editorial commentary on each.