Twenty
Twenty 2.52 lets apps run their own account-connection flows and adds inbox sharing.
Comparison · CRM
Corteza vs Wealthbox
A side-by-side editorial comparison of Corteza and Wealthbox — release velocity, themes, recent moves, and the top alternatives to consider.
Corteza vs Wealthbox: at a glance
What is Corteza?
Corteza 2026.9.0 goes final after a week of single-fix candidates.
Corteza shipped 2026.9.0 on October 19, closing a run of release candidates that each fixed one edge: MySQL 8 cast checks in rc.4, deny rules in permission reports in rc.5 and MySQL-compatible reminder timestamps in rc.6. The release entry only links to the 2026.9 changelog. Before this, the feed was a slow patch train on the 2024.9 line, ending at 2024.9.10 in late August.
What is Wealthbox?
Wealthbox is reframing the advisor CRM around agents, with AI Notetaker as the beachhead.
Four of five entries are AI Notetaker releases — three separate enhancement batches across February, April and May, aimed at capturing more conversations, sharing notes across a team, improving reliability, and cutting the admin that follows a client meeting. The outlier is a March announcement of an agent layer that Wealthbox positions as helping run a practice rather than analysing it. Only one non-AI release appears: contact actions inside opportunity workflows.
Corteza vs Wealthbox: editorial side-by-side
Corteza
5.0CRM
Corteza 2026.9.0 goes final after a week of single-fix candidates.
◆ Current state
Corteza shipped 2026.9.0 on October 19, closing a run of release candidates that each fixed one edge: MySQL 8 cast checks in rc.4, deny rules in permission reports in rc.5 and MySQL-compatible reminder timestamps in rc.6. The release entry only links to the 2026.9 changelog. Before this, the feed was a slow patch train on the 2024.9 line, ending at 2024.9.10 in late August.
◆ Where it's heading
The jump from 2024.9 to 2026.9 opens a new major line after two years on the old one. Two of the final three fixes targeted MySQL, which suggests the release was validated across database backends. What the new line adds for users still isn't visible in the feed.
◆ Prediction
Expect 2026.9.x patch releases to follow the same pattern as 2024.9, with occasional fixes over months. Whether 2024.9 keeps receiving patches is unclear from the entries.
Wealthbox
0.0CRM
Wealthbox is reframing the advisor CRM around agents, with AI Notetaker as the beachhead.
◆ Current state
Four of five entries are AI Notetaker releases — three separate enhancement batches across February, April and May, aimed at capturing more conversations, sharing notes across a team, improving reliability, and cutting the admin that follows a client meeting. The outlier is a March announcement of an agent layer that Wealthbox positions as helping run a practice rather than analysing it. Only one non-AI release appears: contact actions inside opportunity workflows.
◆ Where it's heading
The record-to-action framing is doing real work here: three consecutive quarters of Notetaker investment establish that Wealthbox owns the meeting, and the agent announcement is the claim on what happens between meetings. The single workflow release matters more than its size suggests, because contact actions are the kind of primitive an agent needs to act on rather than just summarise.
◆ Prediction
Expect the agent layer to be wired into the workflow engine that just gained contact actions, so agents change records rather than only producing meeting notes.
Alternatives to Corteza 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 Corteza or Wealthbox.
Twenty
Twenty 2.53 lets apps lock field permission actions, a day after role-aware relation pickers.
IntegCRM
IntegCRM keeps building out invoicing, bookings, forms and email for service businesses.
Folk
folk ships a French interface weeks after moving its data storage to Europe.
GroupOffice
GroupOffice patches its current 26.0 line and the older 25.0 line on the same afternoon.
Close CRM
Close takes Chloe Chat out of beta for every customer, a month after OIDC SSO.
See all Corteza alternatives → · See all Wealthbox alternatives →
Recent activity from Corteza and Wealthbox
Latest ship moves from both products, interleaved chronologically. ⚡ = editorial spark.
- 10d agoCortezaCorteza 2026.9.0 released, opening a new major line
- 13d agoCortezaCorteza 2026.9 rc.6 fixes MySQL reminder timestamps
- 14d agoCortezaCorteza 2026.9 rc.5 fixes deny rules in permission reports
- 15d agoCortezaCorteza 2026.9 rc.4 fixes MySQL 8 cast checks
- 2mo agoCortezaCorteza 2024.9.10 cuts workflow session memory use
- 2mo agoCortezaRC4: skip workflow scope snapshots for uninspected steps
- 5mo agoWealthboxFive AI Notetaker updates for collaboration and reliability
- 5mo agoWealthboxNew in Wealthbox: Contact Actions in Opportunity Workflows
- 7mo agoWealthboxAI Notetaker: three updates for capture and post-meeting work
- 7mo agoWealthboxWealthbox AI: From System of Record to System of Action ⚡
- 8mo agoWealthboxAI Notetaker: broader capture and meeting-activity visibility
Frequently asked questions
What is the difference between Corteza and Wealthbox?
They serve adjacent needs but don't currently overlap on shipped themes. Corteza is currently shipping more aggressively (velocity 5.0 vs 0.0), with 0 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 Corteza better than Wealthbox?
Sparkpulse doesn't pick a winner — we score release velocity, not feature parity. Corteza is currently shipping more aggressively (velocity 5.0 vs 0.0), with 0 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 Corteza?
Top Corteza alternatives in CRM are ranked by recent ship velocity. Browse the "Corteza alternatives" section above for the current picks, or visit /alternatives/corteza 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.