--- title: "Wealthbox: search popularity and Share of Search worldwide" description: "Wealthbox is an advisor CRM. Branded searches tell you how often people look for a brand by name or related terms. Comparing these searches across competitors helps you see how popular each brand is over time." canonical: "https://gobrandwave.com/demand/global-en/brands/wealthbox" publisher: "Brandwave" --- # Wealthbox: search popularity and Share of Search worldwide Wealthbox is an advisor CRM. Branded searches tell you how often people look for a brand by name or related terms. Comparing these searches across competitors helps you see how popular each brand is over time. ## Key facts - **Brand**: Wealthbox - **Market**: Global - **Measured month**: Aug 2026 - **Share of Search among financial advisor CRM**: 0.37% ## Where the brand sits | Competitive set | Rank | Share of Search | Estimated monthly branded searches | | --- | --- | --- | --- | | Financial advisor CRM | 3 | 0.37% | 9.9K | | Wealth management platforms | 4 | 2.3% | 9.9K | - [Financial advisor CRM](/demand/global-en/categories/financial-advisor-crm) - [Wealth management platforms](/demand/global-en/categories/wealth-management-platforms) ## 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%. - Across the 11 months ending August 2026, Wealthbox’s estimated Share of Search among wealth management platforms worldwide peaked at 3.3% in June 2026 and was lowest at 2% in January 2026. ## How did search popularity change for financial advisor CRM worldwide in August 2026? - Estimated monthly branded searches for Junxure worldwide fell 33.3% over 11 measured months, from 210 to 140 in August 2026. - Estimated monthly branded searches for Advyzon worldwide fell 18.2% over 11 measured months, from 6.6K to 5.4K in August 2026. - Estimated monthly branded searches for Wealthbox worldwide fell 18.2% over 11 measured months, from 12.1K to 9.9K in August 2026. ## How did search popularity change for wealth management platforms worldwide in August 2026? - In August 2026, Envestnet gained estimated Share of Search among wealth management platforms worldwide, from 2.3% to 2.8%. - In August 2026, Black Diamond lost estimated Share of Search among wealth management platforms worldwide, from 87% to 86.5%. - Estimated monthly branded searches for Addepar worldwide fell 18.3% over 11 measured months, from 40.5K to 33.1K in August 2026. - Estimated monthly branded searches for Wealthbox worldwide fell 18.2% over 11 measured months, from 12.1K to 9.9K in August 2026. - Estimated monthly branded searches for Orion worldwide fell 17.2% over 11 measured months, from 2.9K to 2.4K in August 2026. ## Historical estimated branded-search demand | Month | Competitive set | Estimated monthly branded searches | Share of Search | Rank | | --- | --- | --- | --- | --- | | Oct 2025 | Financial advisor CRM | 12.1K | 0.45% | 3 | | Nov 2025 | Financial advisor CRM | 9.9K | 0.44% | 3 | | Dec 2025 | Financial advisor CRM | 9.9K | 0.44% | 3 | | Jan 2026 | Financial advisor CRM | 9.9K | 0.36% | 3 | | Feb 2026 | Financial advisor CRM | 9.9K | 0.35% | 3 | | Mar 2026 | Financial advisor CRM | 12.1K | 0.42% | 3 | | Apr 2026 | Financial advisor CRM | 9.9K | 0.36% | 3 | | May 2026 | Financial advisor CRM | 9.9K | 0.35% | 3 | | Jun 2026 | Financial advisor CRM | 12.1K | 0.42% | 3 | | Jul 2026 | Financial advisor CRM | 9.9K | 0.35% | 3 | | Aug 2026 | Financial advisor CRM | 9.9K | 0.37% | 3 | | Sep 2026 | Financial advisor CRM | — | — | — | | Oct 2025 | Wealth management platforms | 12.1K | 2.8% | 4 | | Nov 2025 | Wealth management platforms | 9.9K | 2% | 4 | | Dec 2025 | Wealth management platforms | 9.9K | 2% | 4 | | Jan 2026 | Wealth management platforms | 9.9K | 2% | 4 | | Feb 2026 | Wealth management platforms | 9.9K | 2.3% | 4 | | Mar 2026 | Wealth management platforms | 12.1K | 2.8% | 4 | | Apr 2026 | Wealth management platforms | 9.9K | 2.3% | 4 | | May 2026 | Wealth management platforms | 9.9K | 2.3% | 4 | | Jun 2026 | Wealth management platforms | 12.1K | 3.3% | 3 | | Jul 2026 | Wealth management platforms | 9.9K | 2.3% | 4 | | Aug 2026 | Wealth management platforms | 9.9K | 2.3% | 4 | | Sep 2026 | Wealth management platforms | — | — | — | ## 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. - “wealthbox” ## Which financial advisor CRM compete with Wealthbox? - [Salesforce](/demand/global-en/brands/salesforce): Head-to-head: /demand/global-en/compare/salesforce-vs-wealthbox - [Redtail](/demand/global-en/brands/redtail): Head-to-head: /demand/global-en/compare/redtail-vs-wealthbox - [Advyzon](/demand/global-en/brands/advyzon): Head-to-head: /demand/global-en/compare/advyzon-vs-wealthbox - [Junxure](/demand/global-en/brands/junxure): Head-to-head: /demand/global-en/compare/junxure-vs-wealthbox ## Methodology - [How is branded search demand measured?](/demand/methodology): Where the figures come from, what they compare, and how they may be reused. ## Cite this page Brandwave. "Wealthbox: search popularity and Share of Search worldwide". https://gobrandwave.com/demand/global-en/brands/wealthbox This page is also available as HTML at https://gobrandwave.com/demand/global-en/brands/wealthbox. Brandwave publishes an index of its Markdown pages at https://gobrandwave.com/llms.txt.