Redtail vs Wealthbox:Which is searched more in United States?
In September 2026, Wealthbox had more branded searches than Redtail among financial advisor CRM in United States. Wealthbox was estimated to have 9.9K branded searches compared to Redtail’s 5.4K, and held a 50.2% Share of Search versus Redtail’s 27.4%.
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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 Wealthbox, Redtail. 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% |
How has the Redtail and Wealthbox comparison changed over the last 12 months?
3 findings
- Wealthbox was ahead of Redtail in every measured month of the 12 months ending September 2026.
- Across the 12 months ending September 2026, Redtail’s estimated Share of Search among financial advisor CRM in United States moved from 34.6% to 27.4%, and its estimated monthly branded searches moved from 8.1K to 5.4K.
- Across the 12 months ending September 2026, Wealthbox’s estimated Share of Search among financial advisor CRM in United States moved from 42.3% to 50.2%, and its estimated monthly branded searches held steady at 9.9K.
How did search popularity change for United States financial advisor CRM in September 2026?
2 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%.
Other head-to-heads among financial advisor CRM
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.
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