How popular isWealthbox in search?
In September 2026, there were an estimated 9.9K branded searches for Wealthbox in United States which held steady over the last 12 months. Wealthbox holds 50.2% estimated Share of Search among United States financial advisor CRM and is ranked 1st of 3 competitors for search popularity.
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Which financial advisor CRM compete with Wealthbox?
Share of Search by month for Wealthbox, Redtail, Advyzon. The figures are in the table below the chart.
View monthly share of search table
| Month | Wealthbox | Redtail | Advyzon |
|---|---|---|---|
| Oct 2025 | 42.3% | 34.6% | 23.1% |
| Nov 2025 | 42.4% | 34.6% | 23% |
| Dec 2025 | 40.3% | 32.9% | 26.9% |
| Jan 2026 | 42.3% | 34.6% | 23.1% |
| Feb 2026 | 44.2% | 36.2% | 19.6% |
| Mar 2026 | 42.3% | 34.6% | 23.1% |
| Apr 2026 | 45.2% | 30.2% | 24.6% |
| May 2026 | 42.4% | 34.6% | 23% |
| Jun 2026 | 47.3% | 31.6% | 21% |
| Jul 2026 | 45.2% | 30.2% | 24.6% |
| Aug 2026 | 45.2% | 30.2% | 24.6% |
| Sep 2026 | 50.2% | 27.4% | 22.3% |
| Rank | Brand | Share of Search | Estimated monthly branded searches | vs prior month | Share change |
|---|---|---|---|---|---|
| 1, held 1st | 50.2% | 9.9K | +22.2% | +5 points | |
| 2, held 2nd | 27.4% | 5.4K | -0.18% | -2.8 points | |
| 3, held 3rd | 22.3% | 4.4K | 0% | -2.2 points |
Compare search popularity between Wealthbox and its closest rivals
Every comparison with Wealthbox
2 comparisons
How has branded search demand for Wealthbox changed in United States over the last 12 months?
3 findings
- Across the 12 months ending September 2026, estimated monthly branded searches for Wealthbox in United States held steady at 9.9K.
- Across the 12 months ending September 2026, Wealthbox’s estimated Share of Search among financial advisor CRM in United States increased from 42.3% to 50.2%.
- Across the 12 months ending September 2026, Wealthbox’s estimated Share of Search among financial advisor CRM in United States peaked at 50.2% in September 2026 and was lowest at 40.3% in December 2025.
How did search popularity change for United States financial advisor CRM in September 2026?
3 changes
In September 2026, Wealthbox gained estimated Share of Search among financial advisor CRM in United States, from 45.2% to 50.2%.
In September 2026, Redtail lost estimated Share of Search among financial advisor CRM in United States, from 30.2% to 27.4%.
In September 2026, Advyzon lost estimated Share of Search among financial advisor CRM in United States, from 24.6% to 22.3%.
How is Wealthbox measured?
Brandwave collects information about searches that people make online using Wealthbox’s name. When viewed over time, estimated search volumes for this branded term can be used to understand whether interest in the brand is growing, holding steady, or fading.
1 branded search term
- wealthbox
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Is Wealthbox your brand?
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