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Comparison · CRM
Twenty vs Wealthbox
A side-by-side editorial comparison of Twenty and Wealthbox — release velocity, themes, recent moves, and the top alternatives to consider.
Twenty vs Wealthbox: at a glance
What is Twenty?
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
Twenty 2.58.0 on November 13 rebuilt how access works: role permissions now compile into row-level rules, legacy per-user permissions are gone and the old workflow object is dropped, all flagged as breaking. The same release adds a workflow step that calls MCP tools, self-service two-factor backup codes and stricter SAML checks. Patches 2.58.1 and 2.58.2 then stopped existing accounts from joining a workspace through SSO without an invitation first.
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.
Twenty vs Wealthbox: editorial side-by-side
Twenty
5.0CRM
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
◆ Current state
Twenty 2.58.0 on November 13 rebuilt how access works: role permissions now compile into row-level rules, legacy per-user permissions are gone and the old workflow object is dropped, all flagged as breaking. The same release adds a workflow step that calls MCP tools, self-service two-factor backup codes and stricter SAML checks. Patches 2.58.1 and 2.58.2 then stopped existing accounts from joining a workspace through SSO without an invitation first.
◆ Where it's heading
Twenty is hardening the base under its AI and app platform: tighter access rules, SSO and SAML checks, and apps that run under their own grants. Workflows keep gaining ways to call outside tools, now including MCP servers.
◆ Prediction
Expect follow-up patches as self-hosters hit the 2.58 permission changes, and a fix that lets invited users join SSO-only workspaces.
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 Twenty 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 Twenty or Wealthbox.
Twenty
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
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.
IntegCRM
IntegCRM adds document folders, turning back to client records after two email releases.
See all Twenty alternatives → · See all Wealthbox alternatives →
Recent activity from Twenty and Wealthbox
Latest ship moves from both products, interleaved chronologically. ⚡ = editorial spark.
- 17h agoTwentyTwenty 2.58.1: SSO no longer adds existing accounts to workspaces
- 17h agoTwentyTwenty 2.58.2 repeats the SSO membership change
- 19h agoTwentyTwenty SDK 2.58.0 tag mirrors the 2.58 release
- 19h agoTwentyTwenty 2.58: row-level permissions, MCP workflow step, 2FA codes
- 1d agoTwentyTwenty 2.58.0 packages published to npm
- 4d agoTwentyTwenty SDK 2.57.1 type-checks AI component previews
- 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
Frequently asked questions
What is the difference between Twenty and Wealthbox?
They serve adjacent needs but don't currently overlap on shipped themes. Wealthbox is currently shipping more aggressively (velocity 7.5 vs 5.0), 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 Twenty 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 5.0), 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 Twenty?
Top Twenty alternatives in CRM are ranked by recent ship velocity. Browse the "Twenty alternatives" section above for the current picks, or visit /alternatives/twenty 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.