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Comparison · CRM
Keap vs Wealthbox
A side-by-side editorial comparison of Keap and Wealthbox — release velocity, themes, recent moves, and the top alternatives to consider.
Keap vs Wealthbox: at a glance
What is Keap?
Keap is folding deeper into the Thryv platform; the v2 REST API just hit parity.
Keap publishes a regular monthly product roundup covering automations, email, branding, and reporting. The biggest single move in the last cycle is the Thryv v2 REST API reaching full feature parity with the legacy XMLRPC API, with new SDKs alongside it. Branding and copy across recent updates increasingly leads with Thryv rather than Keap, suggesting the post-acquisition merge is now visible in product surfaces.
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.
Keap vs Wealthbox: editorial side-by-side
Keap
0.0CRM
Keap is folding deeper into the Thryv platform; the v2 REST API just hit parity.
◆ Current state
Keap publishes a regular monthly product roundup covering automations, email, branding, and reporting. The biggest single move in the last cycle is the Thryv v2 REST API reaching full feature parity with the legacy XMLRPC API, with new SDKs alongside it. Branding and copy across recent updates increasingly leads with Thryv rather than Keap, suggesting the post-acquisition merge is now visible in product surfaces.
◆ Where it's heading
Keap is on a steady CRM-feature cadence — scheduling, segmentation, email deliverability, automation triggers — while the underlying platform shifts under the Thryv brand and API. Developer ecosystem work (v2 REST + SDKs) signals an attempt to revive third-party integration momentum that XMLRPC was bottlenecking. Expect Keap-branded surfaces to keep narrowing as Thryv consolidates the small-business suite.
◆ Prediction
The XMLRPC API has a deprecation window coming — likely a public timeline within a quarter or two. Cross-product features (booking, reputation, marketing) will increasingly land as Thryv-branded rather than Keap-branded, accelerating the brand transition.
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 Keap 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 Keap 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 Keap alternatives → · See all Wealthbox alternatives →
Recent activity from Keap 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
- 9mo agoKeapLegal/privacy footer (scraper noise)
- 10mo agoKeapDecember Product Update: Smarter Scheduling, Clearer Reporting, and Better API Visibility
- 11mo agoKeapNovember Product Update: Smarter Emails, Cleaner Branding & Enhanced Automation Tools
- 1y agoKeapOctober Product Update: Work Faster and Stay Organized with New Automation Tools
- 1y agoKeapThryv API Update: Full Feature Parity and New SDKs Now Available ⚡
- 1y agoKeapGrow 2025 Product Recap: Innovations You Need to Know
Frequently asked questions
What is the difference between Keap 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 Keap 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 Keap?
Top Keap alternatives in CRM are ranked by recent ship velocity. Browse the "Keap alternatives" section above for the current picks, or visit /alternatives/keap 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.