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 2.3% estimated Share of Search among wealth management platforms worldwide and is ranked 4th of 5 competitors for search popularity. These are worldwide searches for English-language branded terms.
Black Diamond86.5%
Addepar7.8%
Envestnet2.8%
Wealthbox2.3%
Orion0.56%
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Which wealth management platforms compete with Wealthbox?
Share of Search by month for Black Diamond, Addepar, Envestnet, Wealthbox. The figures are in the table below the chart.
View monthly share of search table
| Month | Black Diamond | Addepar | Envestnet | Wealthbox | Orion |
|---|---|---|---|---|---|
| Oct 2025 | 84.5% | 9.3% | 2.8% | 2.8% | 0.67% |
| Nov 2025 | 89.1% | 6.6% | 2% | 2% | 0.38% |
| Dec 2025 | 90.1% | 5.4% | 2% | 2% | 0.48% |
| Jan 2026 | 89% | 6.5% | 2% | 2% | 0.57% |
| Feb 2026 | 86.5% | 7.8% | 2.8% | 2.3% | 0.56% |
| Mar 2026 | 84.6% | 9.3% | 2.8% | 2.8% | 0.55% |
| Apr 2026 | 86.5% | 7.8% | 2.8% | 2.3% | 0.56% |
| May 2026 | 85.4% | 9.4% | 2.3% | 2.3% | 0.56% |
| Jun 2026 | 82.3% | 11.1% | 2.7% | 3.3% | 0.66% |
| Jul 2026 | 87% | 7.8% | 2.3% | 2.3% | 0.45% |
| Aug 2026 | 86.5% | 7.8% | 2.8% | 2.3% | 0.56% |
| Sep 2026 | — | — | — | — | — |
| Rank | Brand | Share of Search | Estimated monthly branded searches | vs prior month | Share change |
|---|---|---|---|---|---|
| 1, held 1st | 86.5% | 368K | 0% | -0.6 points | |
| 2, held 2nd | 7.8% | 33.1K | 0% | 0 points | |
| 3, held 3rd | 2.8% | 12.1K | +22.2% | +0.5 points | |
| 4, held 4th | 2.3% | 9.9K | 0% | 0 points | |
| 5, held 5th | 0.56% | 2.4K | +26.3% | +0.1 points |
86.5%
Held 1st. 368K estimated branded searches, 0% vs prior month. Share -0.6 points.
2.
Addepar7.8%
Held 2nd. 33.1K estimated branded searches, 0% vs prior month. Share 0 points.
2.8%
Held 3rd. 12.1K estimated branded searches, +22.2% vs prior month. Share +0.5 points.
2.3%
Held 4th. 9.9K estimated branded searches, 0% vs prior month. Share 0 points.
5.
Orion0.56%
Held 5th. 2.4K estimated branded searches, +26.3% vs prior month. Share +0.1 points.
Compare search popularity between Wealthbox and its closest rivals
How has branded search demand for Wealthbox changed worldwide over the last 12 months?
2 findings
- 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 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 wealth management platforms worldwide in August 2026?
5 changes
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.
Where does Wealthbox compete?
| Competitor set | Rank | Share of Search | Ranking |
|---|---|---|---|
| Financial advisor CRM | 3rd of 5 | 0.37% | Show ranking |
| Wealth management platforms | 4th of 5 | 2.3% | Shown above |
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
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