Brandwave

Financial advisor CRM:Which brands are most popular in search?

In August 2026, Salesforce was the most searched among financial advisor CRM worldwide, with an estimated 2.6M branded searches and 97.1% estimated Share of Search within this set. 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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Share of SearchLeaderboard

Compare the systems advisers track clients in. 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.

Share of Search among financial advisor CRM worldwide, by month

Share of Search by month for Salesforce, Redtail. 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—————

This month’s ranking, August 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 leading brands

Which brand is most popular in search among financial advisor CRM worldwide?

In August 2026, Salesforce was the most searched among financial advisor CRM worldwide, with an estimated 2.6M branded searches and 97.1% estimated Share of Search within this set. Redtail is in 2nd place, 94.8 percentage points behind at 2.3% Share of Search.

Global financial advisor CRM, last 12 months ending September 2026
BrandShare of SearchPeakLowRank
Salesforce97.1%97.3%Jun 202696.1%Jan 20261st
Redtail2.2% → 2.3%3.3%Jan 20262.1%Jun 20262nd
Wealthbox0.45% → 0.37%0.45%Oct 20250.35%Feb 20263rd
Advyzon0.24% → 0.2%0.24%Oct 20250.16%Jul 20264th
Junxure<0.01%<0.01%Oct 2025<0.01%Jul 20265th

Each finding as a sentence

  • Across the 11 months ending August 2026, Salesforce’s estimated Share of Search among financial advisor CRM worldwide peaked at 97.3% in June 2026 and was lowest at 96.1% in January 2026.
  • Across the 11 months ending August 2026, Redtail’s estimated Share of Search among financial advisor CRM worldwide peaked at 3.3% in January 2026 and was lowest at 2.1% in June 2026.
  • Across the 11 months ending August 2026, Salesforce, Redtail, Wealthbox, Advyzon and Junxure held steady: their estimated Share of Search among financial advisor CRM worldwide each moved less than 0.5 percentage points.

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.

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