Brandwave

How popular isWealthbox in search?

In August 2026, there were an estimated 9.9K branded searches for Wealthbox worldwide which is down 18.2% over the last 11 months. Wealthbox holds 0.37% estimated Share of Search among financial advisor CRM worldwide and is ranked 3rd of 5 competitors for search popularity. These are worldwide searches for English-language branded terms.

Share of Search, August 2026
  1. Salesforce97.1%
  2. Redtail2.3%
  3. Wealthbox0.37%
  4. Advyzon0.2%
  5. Junxure<0.01%
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Where does Wealthbox compete?

Wealthbox is ranked in two competitor sets. Each share is worked out among that set's brands, so it differs from set to set.
Competitor setRankShare of SearchRanking
Financial advisor CRM3rd of 50.37%Shown below
Wealth management platforms4th of 52.3%Show ranking

Which financial advisor CRM compete with Wealthbox?

Wealthbox against financial advisor CRM worldwide, by month

Share of Search by month for Salesforce, Redtail, Wealthbox. The figures are in the table below the chart.

View monthly share of search table
MonthSalesforceRedtailWealthboxAdvyzonJunxure
Oct 202597.1%2.2%0.45%0.24%<0.01%
Nov 202596.6%2.7%0.44%0.24%<0.01%
Dec 202596.6%2.7%0.44%0.24%<0.01%
Jan 202696.1%3.3%0.36%0.24%<0.01%
Feb 202696.9%2.6%0.35%0.19%<0.01%
Mar 202696.3%3.1%0.42%0.19%<0.01%
Apr 202697.2%2.2%0.36%0.2%<0.01%
May 202696.3%3.2%0.35%0.19%<0.01%
Jun 202697.3%2.1%0.42%0.19%<0.01%
Jul 202696.8%2.6%0.35%0.16%<0.01%
Aug 202697.1%2.3%0.37%0.2%<0.01%
Sep 2026—————

  1. 1.Salesforce

    97.1%

    Held 1st. 2.6M estimated branded searches, -5.4% vs prior month. Share +0.3 points.

  2. 2.Redtail

    2.3%

    Held 2nd. 60.5K estimated branded searches, -18.2% vs prior month. Share -0.4 points.

  3. 3.Wealthbox

    0.37%

    Held 3rd. 9.9K estimated branded searches, 0% vs prior month. Share 0 points.

  4. 4.Advyzon

    0.2%

    Held 4th. 5.4K estimated branded searches, +22.7% vs prior month. Share 0 points.

  5. 5.Junxure

    <0.01%

    Held 5th. 140 estimated branded searches, +27.3% vs prior month. Share 0 points.

Compare search popularity between Wealthbox and its closest rivals

How has branded search demand for Wealthbox changed worldwide over the last 12 months?

  • Across the 11 months ending August 2026, estimated monthly branded searches for Wealthbox worldwide fell from 12.1K to 9.9K.
  • Across the 11 months ending August 2026, Wealthbox’s estimated Share of Search among financial advisor CRM worldwide held steady, from 0.45% to 0.37%.

How did search popularity change for financial advisor CRM worldwide in August 2026?

  1. Estimated monthly branded searches for Junxure worldwide fell 33.3% over 11 measured months, from 210 to 140 in August 2026.

  2. Estimated monthly branded searches for Advyzon worldwide fell 18.2% over 11 measured months, from 6.6K to 5.4K in August 2026.

  3. Estimated monthly branded searches for Wealthbox worldwide fell 18.2% over 11 measured months, from 12.1K to 9.9K in August 2026.

How is Wealthbox measured?

Brandwave collects information about searches that people make online using Wealthbox’s name. When viewed over time, estimated search volumes for this branded term can be used to understand whether interest in the brand is growing, holding steady, or fading.

1 branded search term

  • wealthbox

Do you work for Wealthbox? To request corrections or removal please contact us via our support page and we will be happy to assist.

How the Brand Demand Index is measured

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