ChartBase vs X1 Wealth

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

ChartBase compared with X1 Wealth
Detail	ChartBase	X1 Wealth
What it does	The analytics workspace for serious data teams	An AI family office for households with businesses, property, and financial work to keep up with
Stage	Not given	Startup
Founded	Not given	2025
Based in	Not given	US
Pricing model	Freemium	Freemium
Pricing	Free: $0 forever (5 dashboards, 25 datasets, 1 database connection, 100 MB storage). Pro: $39/month (15 dashboards, 50 datasets, 10 database connections, 2 GB storage). Team: $79/month for 3 editors, then $10/mo each (unlimited dashboards, datasets, database connections, 10 GB storage). Enterprise:	Free account: $0. X1 Wealth membership: $97/month or $997/year. Advisor Pro (1 seat, 10 households): $499/month. Team (3 seats, 18 households): $899/month. Practice (5 seats, 30 households): $1,499/month. Additional households: $50/month. Additional seats: $149/month.
Key features	CSV and Excel file upload with type detection Scheduled database refresh without manual upload AI-assisted dashboard generation and formula writing	Document organization and filing under entities Question answering from household records Document vault with search Tax return reviews Estate plan reviews Weekly Brief with upcoming deadlines Live bank and account connections Family governance decision rules Household readiness tracking AI assistant integration with Claude and ChatGPT
What makes it different	Viewers are always free and unlimited; pay only for editors who build dashboards No installation required; browser-based workspace accessible anywhere Row-level security filters data itself, not just hiding charts, applied before caching Columnar engine optimizes performance; adding rows costs less than adding charts Fork published community dashboards and customize with your own data	Reads and automatically organizes financial documents under the correct entities Identifies discrepancies between documents like conflicting K-1s and operating agreements Prepares questions for professionals with supporting documents and sources Keeps all household information in one record instead of scattered across professionals Launched May 2025 with real customer usage in advisory practices
Community votes	0	0
DR (Domain Rating by Ahrefs)	Not checked yet no change since last check	33 no change since last check
Trust Flow (Majestic)	0	9
Citation Flow (Majestic)	0	31
Referring domains (Majestic)	0	75

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