AI tools for financial advisors — AI Recommendation History

What AI assistants recommended for ai tools for financial advisors, date by date. Every ranking we publish is frozen the day it publishes, so this is a record of what was said — not a re-computation of what today's data would say about the past.

Record: 26 dated snapshots · Aug 14, 2026 – Sep 8, 2026

What changed

Computed by comparing each dated snapshot with the one before it. Share moves smaller than 1pp are treated as noise and left out — the same threshold that suppresses trend arrows on the ranking.

Sep 8, 2026vs Sep 7, 2026

No change above the noise floor.

Sep 7, 2026vs Sep 6, 2026

No change above the noise floor.

Sep 6, 2026vs Sep 5, 2026

Methodology change: extraction rules 4-7 → 7 between these dates. Differences below may reflect the rule change rather than a change in what AI recommends — see the methodology changelog.

  • ▲ INMake entered the top 10 (#11 → #8)
  • ▲ INSalesforce entered the top 10 (#14 → #10)
  • ▼ OUTMicrosoft left the top 10 (#5 → #12)
  • ▼ OUTWealthbox left the top 10 (#8 → #11)
  • ▼Microsoft moved #5 → #12
  • ▲Salesforce moved #14 → #10
  • ▲Nitrogen moved #10 → #7
  • ▲Make moved #11 → #8
  • ▼Wealthbox moved #8 → #11
  • ▲Holistiplan moved #6 → #5
  • ▲FP Alpha moved #7 → #6
  • ▼Microsoft -7.5pp (25.4% → 17.9%)
  • ▼Wealthbox -5.9pp (23.8% → 17.9%)
  • ▼eMoney -4.3pp (22.2% → 17.9%)
  • ▼Jump -4pp (39.7% → 35.7%)
  • ▼Holistiplan -4pp (25.4% → 21.4%)
  • ▼FP Alpha -2.4pp (23.8% → 21.4%)
  • ▲Salesforce +2pp (15.9% → 17.9%)
  • ▲RightCapital +1.6pp (27% → 28.6%)
  • ▼Orion -1.2pp (33.3% → 32.1%)
  • ▼Make -1.1pp (19% → 17.9%)
Sep 5, 2026vs Sep 4, 2026

No change above the noise floor.

Sep 4, 2026vs Sep 3, 2026

No change above the noise floor.

Sep 3, 2026vs Sep 2, 2026

No change above the noise floor.

Sep 2, 2026vs Sep 1, 2026

No change above the noise floor.

Sep 1, 2026vs Aug 31, 2026

No change above the noise floor.

Aug 31, 2026vs Aug 30, 2026

No change above the noise floor.

Aug 30, 2026vs Aug 29, 2026
  • ▲RightCapital moved #6 → #4
  • ▼Microsoft moved #4 → #5
  • ▼Holistiplan moved #5 → #6
  • ▼Microsoft -3.2pp (28.6% → 25.4%)
  • ▼Holistiplan -3.2pp (28.6% → 25.4%)
  • ▲Orion +2.9pp (30.4% → 33.3%)
  • ▼Jump -1.4pp (41.1% → 39.7%)
  • ▼FP Alpha -1.2pp (25% → 23.8%)
  • ▼Zocks -1pp (37.5% → 36.5%)
Aug 29, 2026vs Aug 28, 2026

Methodology change: extraction rules 4-5 → 4-7 between these dates. Differences below may reflect the rule change rather than a change in what AI recommends — see the methodology changelog.

  • ▲ INNitrogen entered the top 10 (#11 → #10)
  • ▼ OUTRedtail left the top 10 (#10 → #13)
  • ▼Wealthbox moved #5 → #8
  • ▼Redtail moved #10 → #13
  • ▲Holistiplan moved #6 → #5
  • ▲RightCapital moved #7 → #6
  • ▲FP Alpha moved #8 → #7
  • ▲Nitrogen moved #11 → #10
  • ▼Redtail -5.7pp (20% → 14.3%)
  • ▼Wealthbox -5.4pp (28.6% → 23.2%)
  • ▼eMoney -4.3pp (25.7% → 21.4%)
  • ▼Orion -3.9pp (34.3% → 30.4%)
  • ▼Microsoft -2.8pp (31.4% → 28.6%)
  • ▼Jump -1.8pp (42.9% → 41.1%)
  • ▲Nitrogen +1.4pp (20% → 21.4%)
  • ▲RightCapital +1.1pp (25.7% → 26.8%)
Aug 28, 2026vs Aug 27, 2026
  • ▲ INRedtail entered the top 10 (#15 → #10)
  • ▼ OUTDenali AI left the top 10 (#10 → #13)
  • ▲Redtail moved #15 → #10
  • ▼Denali AI moved #10 → #13
  • ▼RightCapital moved #5 → #7
  • ▲Zocks moved #3 → #2
  • ▼Orion moved #2 → #3
  • ▲Wealthbox moved #6 → #5
  • ▲Holistiplan moved #7 → #6
  • ▼Orion -6.2pp (40.5% → 34.3%)
  • ▲Redtail +3.3pp (16.7% → 20%)
  • ▼RightCapital -2.9pp (28.6% → 25.7%)
  • ▲FP Alpha +1.9pp (23.8% → 25.7%)
  • ▲eMoney +1.9pp (23.8% → 25.7%)
  • ▼Denali AI -1.9pp (19% → 17.1%)
  • ▼Zocks -1pp (38.1% → 37.1%)
Aug 27, 2026vs Aug 26, 2026
  • ▲ INDenali AI entered the top 10 (#13 → #10)
  • ▼ OUTAltitude CRM left the top 10 (#10 → #13)
  • ▲Microsoft moved #9 → #4
  • ▲Denali AI moved #13 → #10
  • ▼Altitude CRM moved #10 → #13
  • ▼Wealthbox moved #4 → #6
  • ▼Holistiplan moved #5 → #7
  • ▲Orion moved #3 → #2
  • ▼Zocks moved #2 → #3
  • ▲RightCapital moved #6 → #5
  • ▼FP Alpha moved #7 → #8
  • ▼eMoney moved #8 → #9
  • ▲Microsoft +10.4pp (20.6% → 31%)
  • ▼Wealthbox -4.7pp (33.3% → 28.6%)
  • ▲Denali AI +3.1pp (15.9% → 19%)
  • ▲Orion +2.4pp (38.1% → 40.5%)
  • ▲RightCapital +1.6pp (27% → 28.6%)
Aug 26, 2026vs Aug 25, 2026

No change above the noise floor.

Aug 25, 2026vs Aug 24, 2026

No change above the noise floor.

Aug 24, 2026vs Aug 23, 2026
  • ▲Microsoft moved #10 → #9
  • ▼Altitude CRM moved #9 → #10
  • ▲Microsoft +3.7pp (16.9% → 20.6%)
  • ▲RightCapital +3.6pp (23.4% → 27%)
  • ▲FP Alpha +3pp (20.8% → 23.8%)
  • ▲eMoney +3pp (20.8% → 23.8%)
  • ▲Wealthbox +2.1pp (31.2% → 33.3%)
  • ▲Orion +1.7pp (36.4% → 38.1%)
  • ▲Jump +1.3pp (41.6% → 42.9%)
Aug 23, 2026vs Aug 22, 2026

No change above the noise floor.

Aug 22, 2026vs Aug 21, 2026
  • ▲ INMicrosoft entered the top 10 (#13 → #10)
  • ▼ OUTRedtail left the top 10 (#10 → #12)
  • ▲Microsoft moved #13 → #10
  • ▼Redtail moved #10 → #12
  • ▲FP Alpha moved #8 → #7
  • ▼eMoney moved #7 → #8
  • ▼Redtail -2.3pp (17.9% → 15.6%)
  • ▲Orion +1.9pp (34.5% → 36.4%)
  • ▲FP Alpha +1.8pp (19% → 20.8%)
  • ▼RightCapital -1.6pp (25% → 23.4%)
  • ▲Microsoft +1.4pp (15.5% → 16.9%)
Aug 21, 2026vs Aug 20, 2026

No change above the noise floor.

Aug 20, 2026vs Aug 19, 2026
  • ▲ INFP Alpha entered the top 10 (#11 → #8)
  • ▼ OUTNitrogen left the top 10 (#10 → #11)
  • ▲FP Alpha moved #11 → #8
  • ▼Altitude CRM moved #7 → #9
  • ▲eMoney moved #8 → #7
  • ▼Redtail moved #9 → #10
  • ▼Nitrogen moved #10 → #11
  • ▲Orion +2.9pp (31.6% → 34.5%)
  • ▲RightCapital +2.6pp (22.4% → 25%)
  • ▲Holistiplan +2.1pp (26.5% → 28.6%)
  • ▲FP Alpha +1.7pp (17.3% → 19%)
  • ▼Nitrogen -1.7pp (18.4% → 16.7%)
  • ▼Redtail -1.5pp (19.4% → 17.9%)
  • ▼Altitude CRM -1.4pp (20.4% → 19%)
  • ▲Zocks +1.2pp (35.7% → 36.9%)
Aug 19, 2026vs Aug 18, 2026
  • ▲ INNitrogen entered the top 10 (#11 → #10)
  • ▼ OUTJump AI left the ranking (was #2)
  • ▲Jump moved #5 → #1
  • ▼Zocks moved #1 → #2
  • ▲Holistiplan moved #6 → #5
  • ▲RightCapital moved #7 → #6
  • ▲Altitude CRM moved #8 → #7
  • ▲eMoney moved #9 → #8
  • ▲Redtail moved #10 → #9
  • ▲Nitrogen moved #11 → #10
  • ▲Jump +13.2pp (28.6% → 41.8%)
Aug 18, 2026vs Aug 17, 2026

No change above the noise floor.

Aug 17, 2026vs Aug 16, 2026

No change above the noise floor.

Aug 16, 2026vs Aug 15, 2026

No change above the noise floor.

Aug 15, 2026vs Aug 14, 2026

No change above the noise floor.

The ranking, date by date

Top 10 on each archived date, exactly as published. Cite a date and it stays true: snapshots are append-only, and a correction appends a new revision rather than overwriting the original.

Sep 8, 202628 sampled answers · window 2026-08-11 – 2026-09-08 · rules v7
  • #1Jump35.7%
  • #2Zocks35.7%
  • #3Orion32.1%
  • #4RightCapital28.6%
  • #5Holistiplan21.4%
  • #6FP Alpha21.4%
  • #7Nitrogen21.4%
  • #8Make17.9%
  • #9eMoney17.9%
  • #10Salesforce17.9%
Sep 7, 202628 sampled answers · window 2026-08-10 – 2026-09-07 · rules v7
  • #1Jump35.7%
  • #2Zocks35.7%
  • #3Orion32.1%
  • #4RightCapital28.6%
  • #5Holistiplan21.4%
  • #6FP Alpha21.4%
  • #7Nitrogen21.4%
  • #8Make17.9%
  • #9eMoney17.9%
  • #10Salesforce17.9%
Sep 6, 202628 sampled answers · window 2026-08-09 – 2026-09-06 · rules v7
  • #1Jump35.7%
  • #2Zocks35.7%
  • #3Orion32.1%
  • #4RightCapital28.6%
  • #5Holistiplan21.4%
  • #6FP Alpha21.4%
  • #7Nitrogen21.4%
  • #8Make17.9%
  • #9eMoney17.9%
  • #10Salesforce17.9%
Sep 5, 202663 sampled answers · window 2026-08-08 – 2026-09-05 · rules v4-7
  • #1Jump39.7%
  • #2Zocks36.5%
  • #3Orion33.3%
  • #4RightCapital27%
  • #5Microsoft25.4%
  • #6Holistiplan25.4%
  • #7FP Alpha23.8%
  • #8Wealthbox23.8%
  • #9eMoney22.2%
  • #10Nitrogen20.6%
Sep 4, 202663 sampled answers · window 2026-08-07 – 2026-09-04 · rules v4-7
  • #1Jump39.7%
  • #2Zocks36.5%
  • #3Orion33.3%
  • #4RightCapital27%
  • #5Microsoft25.4%
  • #6Holistiplan25.4%
  • #7FP Alpha23.8%
  • #8Wealthbox23.8%
  • #9eMoney22.2%
  • #10Nitrogen20.6%
Sep 3, 202663 sampled answers · window 2026-08-06 – 2026-09-03 · rules v4-7
  • #1Jump39.7%
  • #2Zocks36.5%
  • #3Orion33.3%
  • #4RightCapital27%
  • #5Microsoft25.4%
  • #6Holistiplan25.4%
  • #7FP Alpha23.8%
  • #8Wealthbox23.8%
  • #9eMoney22.2%
  • #10Nitrogen20.6%
Sep 2, 202663 sampled answers · window 2026-08-05 – 2026-09-02 · rules v4-7
  • #1Jump39.7%
  • #2Zocks36.5%
  • #3Orion33.3%
  • #4RightCapital27%
  • #5Microsoft25.4%
  • #6Holistiplan25.4%
  • #7FP Alpha23.8%
  • #8Wealthbox23.8%
  • #9eMoney22.2%
  • #10Nitrogen20.6%
Sep 1, 202663 sampled answers · window 2026-08-04 – 2026-09-01 · rules v4-7
  • #1Jump39.7%
  • #2Zocks36.5%
  • #3Orion33.3%
  • #4RightCapital27%
  • #5Microsoft25.4%
  • #6Holistiplan25.4%
  • #7FP Alpha23.8%
  • #8Wealthbox23.8%
  • #9eMoney22.2%
  • #10Nitrogen20.6%
Aug 31, 202663 sampled answers · window 2026-08-03 – 2026-08-31 · rules v4-7
  • #1Jump39.7%
  • #2Zocks36.5%
  • #3Orion33.3%
  • #4RightCapital27%
  • #5Microsoft25.4%
  • #6Holistiplan25.4%
  • #7FP Alpha23.8%
  • #8Wealthbox23.8%
  • #9eMoney22.2%
  • #10Nitrogen20.6%
Aug 30, 202663 sampled answers · window 2026-08-02 – 2026-08-30 · rules v4-7
  • #1Jump39.7%
  • #2Zocks36.5%
  • #3Orion33.3%
  • #4RightCapital27%
  • #5Microsoft25.4%
  • #6Holistiplan25.4%
  • #7FP Alpha23.8%
  • #8Wealthbox23.8%
  • #9eMoney22.2%
  • #10Nitrogen20.6%
Aug 29, 202656 sampled answers · window 2026-08-01 – 2026-08-29 · rules v4-7
  • #1Jump41.1%
  • #2Zocks37.5%
  • #3Orion30.4%
  • #4Microsoft28.6%
  • #5Holistiplan28.6%
  • #6RightCapital26.8%
  • #7FP Alpha25%
  • #8Wealthbox23.2%
  • #9eMoney21.4%
  • #10Nitrogen21.4%
Aug 28, 202635 sampled answers · window 2026-07-31 – 2026-08-28 · rules v4-5
  • #1Jump42.9%
  • #2Zocks37.1%
  • #3Orion34.3%
  • #4Microsoft31.4%
  • #5Wealthbox28.6%
  • #6Holistiplan28.6%
  • #7RightCapital25.7%
  • #8FP Alpha25.7%
  • #9eMoney25.7%
  • #10Redtail20%
Aug 27, 202642 sampled answers · window 2026-07-30 – 2026-08-27 · rules v4-5
  • #1Jump42.9%
  • #2Orion40.5%
  • #3Zocks38.1%
  • #4Microsoft31%
  • #5RightCapital28.6%
  • #6Wealthbox28.6%
  • #7Holistiplan28.6%
  • #8FP Alpha23.8%
  • #9eMoney23.8%
  • #10Denali AI19%
Aug 26, 202663 sampled answers · window 2026-07-29 – 2026-08-26 · rules v4-5
  • #1Jump42.9%
  • #2Zocks38.1%
  • #3Orion38.1%
  • #4Wealthbox33.3%
  • #5Holistiplan28.6%
  • #6RightCapital27%
  • #7FP Alpha23.8%
  • #8eMoney23.8%
  • #9Microsoft20.6%
  • #10Altitude CRM19%
Aug 25, 202663 sampled answers · window 2026-07-28 – 2026-08-25 · rules v4-5
  • #1Jump42.9%
  • #2Zocks38.1%
  • #3Orion38.1%
  • #4Wealthbox33.3%
  • #5Holistiplan28.6%
  • #6RightCapital27%
  • #7FP Alpha23.8%
  • #8eMoney23.8%
  • #9Microsoft20.6%
  • #10Altitude CRM19%
Aug 24, 202663 sampled answers · window 2026-07-27 – 2026-08-24 · rules v4-5
  • #1Jump42.9%
  • #2Zocks38.1%
  • #3Orion38.1%
  • #4Wealthbox33.3%
  • #5Holistiplan28.6%
  • #6RightCapital27%
  • #7FP Alpha23.8%
  • #8eMoney23.8%
  • #9Microsoft20.6%
  • #10Altitude CRM19%
Aug 23, 202677 sampled answers · window 2026-07-26 – 2026-08-23 · rules v4-5
  • #1Jump41.6%
  • #2Zocks37.7%
  • #3Orion36.4%
  • #4Wealthbox31.2%
  • #5Holistiplan28.6%
  • #6RightCapital23.4%
  • #7FP Alpha20.8%
  • #8eMoney20.8%
  • #9Altitude CRM18.2%
  • #10Microsoft16.9%
Aug 22, 202677 sampled answers · window 2026-07-25 – 2026-08-22 · rules v4-5
  • #1Jump41.6%
  • #2Zocks37.7%
  • #3Orion36.4%
  • #4Wealthbox31.2%
  • #5Holistiplan28.6%
  • #6RightCapital23.4%
  • #7FP Alpha20.8%
  • #8eMoney20.8%
  • #9Altitude CRM18.2%
  • #10Microsoft16.9%
Aug 21, 202684 sampled answers · window 2026-07-24 – 2026-08-21 · rules v4-5
  • #1Jump41.7%
  • #2Zocks36.9%
  • #3Orion34.5%
  • #4Wealthbox31%
  • #5Holistiplan28.6%
  • #6RightCapital25%
  • #7eMoney20.2%
  • #8FP Alpha19%
  • #9Altitude CRM19%
  • #10Redtail17.9%
Aug 20, 202684 sampled answers · window 2026-07-23 – 2026-08-20 · rules v4-5
  • #1Jump41.7%
  • #2Zocks36.9%
  • #3Orion34.5%
  • #4Wealthbox31%
  • #5Holistiplan28.6%
  • #6RightCapital25%
  • #7eMoney20.2%
  • #8FP Alpha19%
  • #9Altitude CRM19%
  • #10Redtail17.9%
Aug 19, 202698 sampled answers · window 2026-07-22 – 2026-08-19 · rules v4-5
  • #1Jump41.8%
  • #2Zocks35.7%
  • #3Orion31.6%
  • #4Wealthbox30.6%
  • #5Holistiplan26.5%
  • #6RightCapital22.4%
  • #7Altitude CRM20.4%
  • #8eMoney19.4%
  • #9Redtail19.4%
  • #10Nitrogen18.4%
Aug 18, 202698 sampled answers · window 2026-07-21 – 2026-08-18 · rules v4-5
  • #1Zocks35.7%
  • #2Jump AI32.7%
  • #3Orion31.6%
  • #4Wealthbox30.6%
  • #5Jump28.6%
  • #6Holistiplan26.5%
  • #7RightCapital22.4%
  • #8Altitude CRM20.4%
  • #9eMoney19.4%
  • #10Redtail19.4%
Aug 17, 202698 sampled answers · window 2026-07-20 – 2026-08-17 · rules v4-5
  • #1Zocks35.7%
  • #2Jump AI32.7%
  • #3Orion31.6%
  • #4Wealthbox30.6%
  • #5Jump28.6%
  • #6Holistiplan26.5%
  • #7RightCapital22.4%
  • #8Altitude CRM20.4%
  • #9eMoney19.4%
  • #10Redtail19.4%
Aug 16, 202698 sampled answers · window 2026-07-19 – 2026-08-16 · rules v4-5
  • #1Zocks35.7%
  • #2Jump AI32.7%
  • #3Orion31.6%
  • #4Wealthbox30.6%
  • #5Jump28.6%
  • #6Holistiplan26.5%
  • #7RightCapital22.4%
  • #8Altitude CRM20.4%
  • #9eMoney19.4%
  • #10Redtail19.4%
Aug 15, 202698 sampled answers · window 2026-07-18 – 2026-08-15 · rules v4-5
  • #1Zocks35.7%
  • #2Jump AI32.7%
  • #3Orion31.6%
  • #4Wealthbox30.6%
  • #5Jump28.6%
  • #6Holistiplan26.5%
  • #7RightCapital22.4%
  • #8Altitude CRM20.4%
  • #9eMoney19.4%
  • #10Redtail19.4%
Aug 14, 202698 sampled answers · window 2026-07-17 – 2026-08-14 · rules v4-5
  • #1Zocks35.7%
  • #2Jump AI32.7%
  • #3Orion31.6%
  • #4Wealthbox30.6%
  • #5Jump28.6%
  • #6Holistiplan26.5%
  • #7RightCapital22.4%
  • #8Altitude CRM20.4%
  • #9eMoney19.4%
  • #10Redtail19.4%

Read any date directly

Every archived date is machine-readable at /api/index/ai-tools-for-financial-advisors/as-of/<YYYY-MM-DD>, which returns the ranking as it stood, with the extraction version and revision it was published under. Dates before the record begins return no_record rather than a recomputation — we do not reconstruct history on demand and present it as what we said. See what the engines actually said.

[ORBATOR]

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