Brandwave

Boldin vs Planful:Which is more popular?

In September 2026, Boldin had more branded searches than Planful among financial planning platforms worldwide. Boldin had about 27,100 branded searches, while Planful had 5,760. Boldin made up 11.1% of all financial planning platform searches we track, and Planful accounted for 2.4%. When we asked ChatGPT and Google AI Overviews about financial planning platforms, Boldin appeared in two of the five answers and Planful in one. Boldin was mentioned before Planful in two out of three answers that named either.

Among financial planning platforms worldwide in September 2026

Who do people search for more?

Boldin, about 5 searches for every 1 for Planful

Boldin 27.1K searchesPlanful 5.8K searches

Who does AI mention more?

Boldin, mentioned in 2 of 5 answers, Planful in 1

Boldin in 2 of 5Planful in 1 of 5

Who does AI recommend more?

Boldin, named ahead of Planful in 2 of 3 answers

Boldin first in 2Planful first in 1

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Top financial planning platforms in ChatGPT and Google AI Overviews

In three ChatGPT questions and two Google AI Overviews, Boldin was mentioned in two out of five: in one of the three ChatGPT answers and in one of the two Google AI Overviews. Planful was mentioned in one out of five: in one of the three ChatGPT answers, but not in either of the two Google AI Overviews. Boldin was listed before Planful in two out of three answers that named either.

Most recommended by AI

Brands get a higher ranking if they are mentioned earlier in the answers.

  1. Monarch Money1st
  2. Boldin2nd
  3. ProjectionLab3rd
  4. Anaplan4th
  5. Empower5th
  6. Datarails6th
  7. Planful7th
  8. Abacum–
  9. Pigment–

Mentioned by AI

Each dot is one answer, filled in when that answer mentions the brand.

  • Empower4 of 5Named in 2 of 3 ChatGPT answersNamed in 2 of 2 Google answers
  • Monarch Money3 of 5Named in 2 of 3 ChatGPT answersNamed in 1 of 2 Google answers
  • ProjectionLab3 of 5Named in 2 of 3 ChatGPT answersNamed in 1 of 2 Google answers
  • Boldin2 of 5Named in 1 of 3 ChatGPT answersNamed in 1 of 2 Google answers
  • Anaplan1 of 5Named in 1 of 3 ChatGPT answersNamed in 0 of 2 Google answers
  • Datarails1 of 5Named in 1 of 3 ChatGPT answersNamed in 0 of 2 Google answers
  • Planful1 of 5Named in 1 of 3 ChatGPT answersNamed in 0 of 2 Google answers
  • Abacum0 of 5Named in 0 of 3 ChatGPT answersNamed in 0 of 2 Google answers
  • Pigment0 of 5Named in 0 of 3 ChatGPT answersNamed in 0 of 2 Google answers

See every answer about financial planning platforms

5 answers

Not named in any answer:

Brands are shown in the order each answer named them. The survey took place in the United States on October 21, 2026.

Is Boldin or Planful more popular in search?

This chart shows how often people search Google for Boldin and Planful by name. Each line represents a brand's share of searches for all nine financial planning platforms we track, month by month, from English-language searches worldwide.

Boldin and Planful among financial planning platforms worldwide, by month

Share of searches by month for Boldin, Planful. The figures are in the table below the chart.

View monthly share of searches table
MonthMonarch MoneyAnaplanBoldinDatarailsPlanfulEmpowerProjectionLabAbacumPigment
Oct 202543.8%29.8%7.2%5.9%4.1%4.8%2.1%1.9%0.25%
Nov 202542.8%29.1%8.6%7.1%4%3.8%2.1%2.3%0.27%
Dec 202548.6%27.1%8%5.4%3.1%2.9%2.9%1.8%0.22%
Jan 202648.9%27.2%8%5.4%3.1%2.9%2.4%1.8%0.22%
Feb 202639.8%33.1%9.8%6.6%3.1%2.4%2.9%2.2%0.28%
Mar 202638.8%32.3%11.6%6.4%3.7%2.3%2.3%2.1%0.33%
Apr 202639.1%32.5%11.7%5.3%3%2.3%3.5%2.2%0.32%
May 202641%27.9%15%4.5%2.6%2.4%4.5%1.9%0.27%
Jun 202640.1%33.2%12%4.4%2.6%2.4%2.9%2.2%0.27%
Jul 202652.2%23.8%10.5%3.9%2.2%2.1%3.1%1.9%0.23%
Aug 202650.8%23.2%12.5%3.8%2.2%2.5%3.1%1.8%0.23%
Sep 202645.1%30.7%11.1%4.1%2.4%2.2%2.2%2%0.25%

How has the Boldin and Planful comparison changed over the last 12 months?

3 findings
  • Boldin was ahead of Planful in every measured month of the 12 months ending September 2026.
  • Across the 12 months ending September 2026, Boldin’s share of searches among financial planning platforms worldwide moved from 7.2% to 11.1%, and its estimated monthly branded searches moved from 18.1K to 27.1K.
  • Across the 12 months ending September 2026, Planful’s share of searches among financial planning platforms worldwide moved from 4.1% to 2.4%, and its estimated monthly branded searches moved from 10.4K to 5.8K.

How did search popularity change for financial planning platforms worldwide in September 2026?

2 changes
  1. In September 2026, Boldin lost share of searches among financial planning platforms worldwide, from 12.5% to 11.1%.

  2. In September 2026, Planful rose from 7th to 5th among financial planning platforms worldwide.

How are branded searches counted?

5 search terms

Brandwave collects information about searches that people make online using Boldin’s and Planful’s names. When viewed over time, estimated search volumes for these branded terms can be used to understand whether interest in the brands is growing, holding steady, or fading.

Boldin

1 branded search term

  • boldin

Planful

4 branded search terms

  • planful
  • planful financial planning
  • planful fp&a
  • planful software

How the Brand Demand Index is measured

Other head-to-heads among financial planning platforms

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