Brandwave

Wealth management platforms:Which brands are most popular in search?

In August 2026, Black Diamond was the most searched among wealth management platforms worldwide, with an estimated 368K branded searches and 86.5% estimated Share of Search within this set. These are worldwide searches for English-language branded terms.

Share of Search, August 2026
  1. Black Diamond86.5%
  2. Addepar7.8%
  3. Envestnet2.8%
  4. Wealthbox2.3%
  5. Orion0.56%

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Share of SearchLeaderboard

Compare the platforms advisers manage portfolios on. 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 wealth management platforms worldwide, by month

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
MonthBlack DiamondAddeparEnvestnetWealthboxOrion
Oct 202584.5%9.3%2.8%2.8%0.67%
Nov 202589.1%6.6%2%2%0.38%
Dec 202590.1%5.4%2%2%0.48%
Jan 202689%6.5%2%2%0.57%
Feb 202686.5%7.8%2.8%2.3%0.56%
Mar 202684.6%9.3%2.8%2.8%0.55%
Apr 202686.5%7.8%2.8%2.3%0.56%
May 202685.4%9.4%2.3%2.3%0.56%
Jun 202682.3%11.1%2.7%3.3%0.66%
Jul 202687%7.8%2.3%2.3%0.45%
Aug 202686.5%7.8%2.8%2.3%0.56%
Sep 2026—————

This month’s ranking, August 2026

  1. 1.Black Diamond

    86.5%

    Held 1st. 368K estimated branded searches, 0% vs prior month. Share -0.6 points.

  2. 2.Addepar

    7.8%

    Held 2nd. 33.1K estimated branded searches, 0% vs prior month. Share 0 points.

  3. 3.Envestnet

    2.8%

    Held 3rd. 12.1K estimated branded searches, +22.2% vs prior month. Share +0.5 points.

  4. 4.Wealthbox

    2.3%

    Held 4th. 9.9K estimated branded searches, 0% vs prior month. Share 0 points.

  5. 5.Orion

    0.56%

    Held 5th. 2.4K estimated branded searches, +26.3% vs prior month. Share +0.1 points.

Compare search popularity between leading brands

Which brand is most popular in search among wealth management platforms worldwide?

In August 2026, Black Diamond was the most searched among wealth management platforms worldwide, with an estimated 368K branded searches and 86.5% estimated Share of Search within this set. Addepar is in 2nd place, 78.7 percentage points behind at 7.8% Share of Search.

Global wealth management platforms, last 12 months ending September 2026
BrandShare of SearchPeakLowRank
Black Diamond84.5% → 86.5%90.1%Dec 202582.3%Jun 20261st
Addepar9.3% → 7.8%11.1%Jun 20265.4%Dec 20252nd
Envestnet2.8%2.8%Feb 20262%Jan 20263rd
Wealthbox2.8% → 2.3%3.3%Jun 20262%Jan 20264th
Orion0.67% → 0.56%0.67%Oct 20250.38%Nov 20255th

Each finding as a sentence

  • Across the 11 months ending August 2026, Black Diamond’s estimated Share of Search among wealth management platforms worldwide increased from 84.5% to 86.5%.
  • Across the 11 months ending August 2026, Addepar’s estimated Share of Search among wealth management platforms worldwide decreased from 9.3% to 7.8%.
  • Across the 11 months ending August 2026, Black Diamond’s estimated Share of Search among wealth management platforms worldwide peaked at 90.1% in December 2025 and was lowest at 82.3% in June 2026.
  • Across the 11 months ending August 2026, Addepar’s estimated Share of Search among wealth management platforms worldwide peaked at 11.1% in June 2026 and was lowest at 5.4% in December 2025.
  • 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.
  • Across the 11 months ending August 2026, Envestnet, Wealthbox and Orion held steady: their estimated Share of Search among wealth management platforms worldwide each moved less than 0.5 percentage points.

How did search popularity change for wealth management platforms worldwide in August 2026?

  1. In August 2026, Envestnet gained estimated Share of Search among wealth management platforms worldwide, from 2.3% to 2.8%.

  2. In August 2026, Black Diamond lost estimated Share of Search among wealth management platforms worldwide, from 87% to 86.5%.

  3. Estimated monthly branded searches for Addepar worldwide fell 18.3% over 11 measured months, from 40.5K to 33.1K in August 2026.

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

  5. Estimated monthly branded searches for Orion worldwide fell 17.2% over 11 measured months, from 2.9K to 2.4K in August 2026.

How the Brand Demand Index is measured

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