---
title: "Financial advisor CRM: Which brands are most popular in search?"
description: "Compare the systems advisers track clients in. Share of Search among Salesforce, Redtail, Wealthbox, Advyzon and Junxure, the financial advisor CRM Brandwave compares worldwide, using the same methodology, market, and reporting period. 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/categories/financial-advisor-crm"
publisher: "Brandwave"
---

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

Compare the systems advisers track clients in. Share of Search among Salesforce, Redtail, Wealthbox, Advyzon and Junxure, the financial advisor CRM Brandwave compares worldwide, using the same methodology, market, and reporting period. 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

- **Competitive set**: Financial advisor CRM
- **Market**: Global
- **Brands compared**: 5
- **Month measured**: Aug 2026
- **Highest Share of Search**: Salesforce, 97.1%

## 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.
- 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.

## Compare search popularity between leading brands

- [Salesforce vs Redtail: compare search popularity](/demand/global-en/compare/redtail-vs-salesforce): 97.1% against 2.3% Share of Search.

## 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.

## Share of Search ranking

| Rank | Brand | Share of Search | Estimated monthly branded searches | Change vs prior month | Owned by |
| --- | --- | --- | --- | --- | --- |
| 1 | Salesforce | 97.1% | 2.6M | -5.4% | Salesforce |
| 2 | Redtail | 2.3% | 60.5K | -18.2% | Redtail |
| 3 | Wealthbox | 0.37% | 9.9K | 0.0% | Wealthbox |
| 4 | Advyzon | 0.2% | 5.4K | +22.7% | Advyzon |
| 5 | Junxure | <0.01% | 140 | +27.3% | Junxure |

## Historical estimated branded-search demand

| Month | Brand | Estimated monthly branded searches | Share of Search | Rank |
| --- | --- | --- | --- | --- |
| Oct 2025 | Salesforce | 2.6M | 97.1% | 1 |
| Oct 2025 | Redtail | 60.5K | 2.2% | 2 |
| Oct 2025 | Wealthbox | 12.1K | 0.45% | 3 |
| Oct 2025 | Advyzon | 6.6K | 0.24% | 4 |
| Oct 2025 | Junxure | 210 | <0.01% | 5 |
| Nov 2025 | Salesforce | 2.2M | 96.6% | 1 |
| Nov 2025 | Redtail | 60.5K | 2.7% | 2 |
| Nov 2025 | Wealthbox | 9.9K | 0.44% | 3 |
| Nov 2025 | Advyzon | 5.4K | 0.24% | 4 |
| Nov 2025 | Junxure | 140 | <0.01% | 5 |
| Dec 2025 | Salesforce | 2.2M | 96.6% | 1 |
| Dec 2025 | Redtail | 60.5K | 2.7% | 2 |
| Dec 2025 | Wealthbox | 9.9K | 0.44% | 3 |
| Dec 2025 | Advyzon | 5.4K | 0.24% | 4 |
| Dec 2025 | Junxure | 170 | <0.01% | 5 |
| Jan 2026 | Salesforce | 2.6M | 96.1% | 1 |
| Jan 2026 | Redtail | 90.5K | 3.3% | 2 |
| Jan 2026 | Wealthbox | 9.9K | 0.36% | 3 |
| Jan 2026 | Advyzon | 6.6K | 0.24% | 4 |
| Jan 2026 | Junxure | 210 | <0.01% | 5 |
| Feb 2026 | Salesforce | 2.8M | 96.9% | 1 |
| Feb 2026 | Redtail | 74K | 2.6% | 2 |
| Feb 2026 | Wealthbox | 9.9K | 0.35% | 3 |
| Feb 2026 | Advyzon | 5.4K | 0.19% | 4 |
| Feb 2026 | Junxure | 170 | <0.01% | 5 |
| Mar 2026 | Salesforce | 2.8M | 96.3% | 1 |
| Mar 2026 | Redtail | 90.5K | 3.1% | 2 |
| Mar 2026 | Wealthbox | 12.1K | 0.42% | 3 |
| Mar 2026 | Advyzon | 5.4K | 0.19% | 4 |
| Mar 2026 | Junxure | 170 | <0.01% | 5 |
| Apr 2026 | Salesforce | 2.7M | 97.2% | 1 |
| Apr 2026 | Redtail | 60.5K | 2.2% | 2 |
| Apr 2026 | Wealthbox | 9.9K | 0.36% | 3 |
| Apr 2026 | Advyzon | 5.4K | 0.2% | 4 |
| Apr 2026 | Junxure | 170 | <0.01% | 5 |
| May 2026 | Salesforce | 2.7M | 96.3% | 1 |
| May 2026 | Redtail | 90.5K | 3.2% | 2 |
| May 2026 | Wealthbox | 9.9K | 0.35% | 3 |
| May 2026 | Advyzon | 5.4K | 0.19% | 4 |
| May 2026 | Junxure | 170 | <0.01% | 5 |
| Jun 2026 | Salesforce | 2.8M | 97.3% | 1 |
| Jun 2026 | Redtail | 60.5K | 2.1% | 2 |
| Jun 2026 | Wealthbox | 12.1K | 0.42% | 3 |
| Jun 2026 | Advyzon | 5.4K | 0.19% | 4 |
| Jun 2026 | Junxure | 140 | <0.01% | 5 |
| Jul 2026 | Salesforce | 2.7M | 96.8% | 1 |
| Jul 2026 | Redtail | 74K | 2.6% | 2 |
| Jul 2026 | Wealthbox | 9.9K | 0.35% | 3 |
| Jul 2026 | Advyzon | 4.4K | 0.16% | 4 |
| Jul 2026 | Junxure | 110 | <0.01% | 5 |
| Aug 2026 | Salesforce | 2.6M | 97.1% | 1 |
| Aug 2026 | Redtail | 60.5K | 2.3% | 2 |
| Aug 2026 | Wealthbox | 9.9K | 0.37% | 3 |
| Aug 2026 | Advyzon | 5.4K | 0.2% | 4 |
| Aug 2026 | Junxure | 140 | <0.01% | 5 |
| Sep 2026 | Advyzon | — | — | — |
| Sep 2026 | Junxure | — | — | — |
| Sep 2026 | Redtail | — | — | — |
| Sep 2026 | Salesforce | — | — | — |
| Sep 2026 | Wealthbox | — | — | — |

## What is being compared

- **Advyzon**: Measured on the search term “advyzon”.
- **Junxure**: Measured on the search term “junxure”.
- **Redtail**: Measured on the search term “redtail”.
- **Salesforce**: Measured on the search terms “agentforce”, “app salesforce”, “commerce cloud”, “crm analytics salesforce”, “data cloud salesforce”, “experience cloud”, “experience cloud salesforce”, “marketing cloud”, “marketing cloud account engagement”, “sales cloud”, “sales cloud pricing salesforce”, “sales cloud salesforce”, “salesforce”, “salesforce agentforce”, “salesforce app”, “salesforce automation crm”, “salesforce cloud”, “salesforce com”, “salesforce commerce cloud”, “salesforce cost”, “salesforce cpq”, “salesforce crm”, “salesforce crm analytics”, “salesforce crm company”, “salesforce crm free”, “salesforce crm management”, “salesforce crm platform”, “salesforce crm pricing”, “salesforce crm software”, “salesforce crm system”, “salesforce crm tool”, “salesforce customer 360”, “salesforce customer management”, “salesforce customer relationship”, “salesforce customer relationship management”, “salesforce customer relationship management system”, “salesforce data cloud”, “salesforce demo”, “salesforce einstein”, “salesforce enterprise”, “salesforce essentials”, “salesforce experience cloud”, “salesforce financial services cloud”, “salesforce for crm”, “salesforce for small business”, “salesforce for small companies”, “salesforce free trial”, “salesforce health cloud”, “salesforce lead management”, “salesforce marketing cloud”, “salesforce marketing cloud pricing”, “salesforce mobile app”, “salesforce nonprofit cloud”, “salesforce pardot”, “salesforce platform”, “salesforce price”, “salesforce pricing”, “salesforce pricing sales cloud”, “salesforce relationship management”, “salesforce sales”, “salesforce sales cloud”, “salesforce sales cloud crm”, “salesforce sales cloud pricing”, “salesforce service”, “salesforce service cloud”, “salesforce service cloud pricing”, “salesforce software”, “salesforce starter”, “salesforce.com”, “salesforcecpq” and “service cloud”, summed into one figure.
- **Wealthbox**: Measured on the search term “wealthbox”.

- [Advyzon](/demand/global-en/brands/advyzon)
- [Junxure](/demand/global-en/brands/junxure)
- [Redtail](/demand/global-en/brands/redtail)
- [Salesforce](/demand/global-en/brands/salesforce)
- [Wealthbox](/demand/global-en/brands/wealthbox)

## Methodology

- [How is branded search demand measured?](/demand/methodology): Where the figures come from, what they compare, and how they may be reused.

## Frequently asked questions

### 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. These are worldwide searches for English-language branded terms.

## Cite this page

Brandwave. "Financial advisor CRM: Which brands are most popular in search?". https://gobrandwave.com/demand/global-en/categories/financial-advisor-crm

This page is also available as HTML at https://gobrandwave.com/demand/global-en/categories/financial-advisor-crm. Brandwave publishes an index of its Markdown pages at https://gobrandwave.com/llms.txt.