Redtail vs Wealthbox:Which is more popular by branded search?
In August 2026, Redtail had more branded searches than Wealthbox among financial advisor CRM worldwide. Redtail was estimated to have 60.5K branded searches compared to Wealthbox’s 9.9K, and held a 2.3% Share of Search versus Wealthbox’s 0.37%. These are worldwide searches for English-language branded terms.
Follow Redtail vs Wealthbox and get free monthly updates on what changed
By continuing you'll get index updates and occasional product news from Brandwave. Unsubscribe any time. Privacy
Which is more popular in search, Redtail or Wealthbox?
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 by month for Redtail, Wealthbox. The figures are in the table below the chart.
View monthly share of search table
| Month | Salesforce | Redtail | Wealthbox | Advyzon | Junxure |
|---|---|---|---|---|---|
| Oct 2025 | 97.1% | 2.2% | 0.45% | 0.24% | <0.01% |
| Nov 2025 | 96.6% | 2.7% | 0.44% | 0.24% | <0.01% |
| Dec 2025 | 96.6% | 2.7% | 0.44% | 0.24% | <0.01% |
| Jan 2026 | 96.1% | 3.3% | 0.36% | 0.24% | <0.01% |
| Feb 2026 | 96.9% | 2.6% | 0.35% | 0.19% | <0.01% |
| Mar 2026 | 96.3% | 3.1% | 0.42% | 0.19% | <0.01% |
| Apr 2026 | 97.2% | 2.2% | 0.36% | 0.2% | <0.01% |
| May 2026 | 96.3% | 3.2% | 0.35% | 0.19% | <0.01% |
| Jun 2026 | 97.3% | 2.1% | 0.42% | 0.19% | <0.01% |
| Jul 2026 | 96.8% | 2.6% | 0.35% | 0.16% | <0.01% |
| Aug 2026 | 97.1% | 2.3% | 0.37% | 0.2% | <0.01% |
| Sep 2026 | — | — | — | — | — |
How has the Redtail and Wealthbox comparison changed over the last 12 months?
3 findings
- Redtail was ahead of Wealthbox in every measured month of the 11 months ending August 2026.
- Across the 11 months ending August 2026, Redtail’s estimated Share of Search among financial advisor CRM worldwide moved from 2.2% to 2.3%, and its estimated monthly branded searches held steady at 60.5K.
- Across the 11 months ending August 2026, Wealthbox’s estimated Share of Search among financial advisor CRM worldwide moved from 0.45% to 0.37%, and its estimated monthly branded searches moved from 12.1K to 9.9K.
How did search popularity change for financial advisor CRM worldwide in August 2026?
1 change
Estimated monthly branded searches for Wealthbox worldwide fell 18.2% over 11 measured months, from 12.1K to 9.9K in August 2026.
How each brand is measured
Brandwave collects information about searches that people make online using Redtail’s and Wealthbox’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.
Put your own brand in this comparison
Brandwave tracks your branded demand next to the rival you actually watch, with your campaigns, spend and outcomes on the same timeline.