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Comparison · CRM
Streak vs Wealthbox
A side-by-side editorial comparison of Streak and Wealthbox — release velocity, themes, recent moves, and the top alternatives to consider.
Shared themes:mcp
Streak vs Wealthbox: at a glance
What is Streak?
Streak's Gmail CRM keeps adding AI fields and team presence, now on mobile too.
Streak is a CRM inside Gmail that has spent 2026 connecting to AI: an MCP server that can create records, a one-click Claude connector, and October's AI autofill templates for lead scoring and account research. Automations can fire on new emails, calls and meeting notes. Mobile apps now show which teammates are viewing a deal, matching desktop.
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.
Streak vs Wealthbox: editorial side-by-side
Streak
2.5CRM
Streak's Gmail CRM keeps adding AI fields and team presence, now on mobile too.
◆ Current state
Streak is a CRM inside Gmail that has spent 2026 connecting to AI: an MCP server that can create records, a one-click Claude connector, and October's AI autofill templates for lead scoring and account research. Automations can fire on new emails, calls and meeting notes. Mobile apps now show which teammates are viewing a deal, matching desktop.
◆ Where it's heading
Streak is turning email activity into structured data that AI tools and automations can act on, while closing mobile parity gaps for reps. The AI work has moved from integrations with outside assistants to AI features inside the pipeline itself.
◆ Prediction
More AI autofill templates and automation triggers are likely next; the entries do not show pricing changes for AI features.
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 Streak 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 Streak 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 Streak alternatives → · See all Wealthbox alternatives →
Recent activity from Streak 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
- 1mo agoStreakStreak adds AI autofill templates for deal scoring and research
- 1mo agoStreak📱 Viewing indicators in the Streak mobile app
- 2mo agoStreak⚡️ Automations can now trigger on new emails, calls, and meeting notes ⚡
- 2mo agoStreak🔎 Filter suggestions in the saved view editor
- 3mo agoStreak🤖 Add Streak as a Claude connector ⚡
- 3mo agoStreak📱 Data validation in Streak iOS and Android apps
Frequently asked questions
What is the difference between Streak and Wealthbox?
Both compete on the same themes — mcp — within CRM. Wealthbox is currently shipping more aggressively (velocity 7.5 vs 2.5), 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 Streak 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 2.5), 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 Streak?
Top Streak alternatives in CRM are ranked by recent ship velocity. Browse the "Streak alternatives" section above for the current picks, or visit /alternatives/streak 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.