9Fold vs Bogart Wealth

Detailed side-by-side comparison to help you choose the right solution for your team

Updated Feb 2026 8 min read

9Fold

9Fold is a personal finance tool that enables you to track your expenses effortlessly and plan your budgets smartly, giving you clear insights to manage your money better.

0.0 (0 reviews)
Starting at --
Free Trial 14 days
VS

Bogart Wealth

Bogart Wealth is a personal finance software that helps you take control of your financial future by enabling comprehensive financial planning, investment tracking, and wealth management in one intuitive platform.

0.0 (0 reviews)
Starting at --
Free Trial 30 days

Quick Comparison

Feature Monday.com Asana
Starting Price $8/user/mo $10.99/user/mo
Free Plan ✓ Yes (2 seats) ✓ Yes (15 users)
Free Trial 14 days 30 days
Deployment Cloud-based Cloud-based
Mobile Apps ✓ iOS, Android ✓ iOS, Android
Integrations 200+ 100+
Gantt Charts ✓ Timeline view ✓ Timeline view
Automation ✓ Advanced ✓ Basic
Best For Visual teams, automation Task-focused teams

Overview

9

9Fold

Personal Finance Software

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Bogart Wealth

Personal Finance Software

Pricing Comparison

M

9Fold Pricing

Free
$0
  • Up to 2 seats
  • Unlimited boards
  • 200+ templates
A

Bogart Wealth Pricing

Free
$0
  • Up to 15 users
  • Unlimited tasks
  • List & Board views

Pros & Cons

M

9Fold

Pros

  • Highly visual and intuitive
  • Powerful automation
  • 200+ integrations
  • Great mobile apps

Cons

  • Can get expensive for larger teams
  • Free plan limited to 2 users
  • Learning curve for advanced features
A

Bogart Wealth

Pros

  • Excellent task dependencies
  • Free plan supports 15 users
  • Strong reporting features
  • Great for enterprise teams

Cons

  • Higher starting price
  • Less visual than Monday.com
  • Fewer integrations

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