What AI assistants actually recommend when buyers ask about crm for financial advisors — measured weekly across 4 engines, published as open data.
Sample: 41 AI answers · Window: Jun 2, 2026 – Jun 30, 2026 (4-week rolling)
Across 41 sampled AI answers from 4 engines, Wealthbox CRM is recommended most often — appearing in 73.2% of recommendations, followed by Agentforce Service (61%) and HubSpot CRM (39%).
This is a measurement of share of voice across 4 AI engines — not an editorial pick. See the full ranking below.
| # | Product | Share | Trend | Engines | |
|---|---|---|---|---|---|
| 1 | Wealthbox CRM wealthbox.com | 73.2% 30 mentions · avg pos 2.4 | — | GEMINI 100%CHATGPT 85.7%CLAUDE 85.7%PERPLEXITY 42.9% | Claim |
| 2 | Agentforce Service salesforce.com | 61% 25 mentions · avg pos 4.4 | — | GEMINI 66.7%CHATGPT 64.3%CLAUDE 28.6%PERPLEXITY 71.4% | Claim |
| 3 | HubSpot CRM hubspot.com | 39% 16 mentions · avg pos 4 | — | GEMINI 66.7%CHATGPT 50%CLAUDE 28.6%PERPLEXITY 21.4% | Claim |
| 4 | Zoho zoho.com | 39% 16 mentions · avg pos 6 | — | GEMINI 100%CHATGPT 42.9%CLAUDE 14.3%PERPLEXITY 21.4% | Claim |
| 5 | Advyzon | 29.3% 12 mentions · avg pos 6.3 | — | GEMINI 66.7%CHATGPT 28.6%CLAUDE 28.6%PERPLEXITY 14.3% | Claim |
| 6 | AdvisorEngine CRM advisorengine.com | 22% 9 mentions · avg pos 5.8 | — | GEMINI 33.3%CHATGPT 21.4%CLAUDE 28.6%PERPLEXITY 14.3% | Claim |
| 7 | Redtail Technology redtailtech.com | 17.1% 7 mentions · avg pos 1.8 | — | GEMINI 50%CHATGPT 14.3%CLAUDE 28.6% | Claim |
| 8 | Practifi | 17.1% 7 mentions · avg pos 4.8 | — | GEMINI 33.3%CLAUDE 14.3%PERPLEXITY 28.6% | Claim |
| 9 | Creatio creatio.com | 17.1% 7 mentions · avg pos 7.2 | — | GEMINI 50%PERPLEXITY 28.6% | Claim |
| 10 | Microsoft Dynamics 365 microsoft.com | 17.1% 7 mentions · avg pos 8.8 | — | GEMINI 50%CHATGPT 14.3%PERPLEXITY 14.3% | Claim |
| 11 | Monday Dev monday.com | 14.6% 6 mentions · avg pos 5.8 | — | GEMINI 50%PERPLEXITY 21.4% | Claim |
| 12 | Altitude CRM gainaltitude.ai | 14.6% 6 mentions · avg pos 6 | — | GEMINI 50%CLAUDE 28.6%PERPLEXITY 7.1% | Claim |
| 13 | Wealthbox | 12.2% 5 mentions · avg pos 1.4 | — | PERPLEXITY 35.7% | Claim |
| 14 | Zoho CRM | 12.2% 5 mentions · avg pos 4.3 | — | CLAUDE 28.6%PERPLEXITY 21.4% | Claim |
| 15 | Junxure junxure.com | 12.2% 5 mentions · avg pos 6.5 | — | GEMINI 16.7%CLAUDE 28.6%PERPLEXITY 14.3% | Claim |
| 16 | SmartOffice | 12.2% 5 mentions · avg pos 7.6 | — | GEMINI 33.3%PERPLEXITY 21.4% | Claim |
| 17 | Tamarac CRM tamarac.com | 9.8% 4 mentions · avg pos 7.7 | — | GEMINI 16.7%CLAUDE 14.3%PERPLEXITY 14.3% | Claim |
| 18 | Pipedrive pipedrive.com | 7.3% 3 mentions · avg pos 10.7 | — | GEMINI 16.7%CHATGPT 7.1%PERPLEXITY 7.1% | Claim |
| 19 | Orion Advisor Solutions orionadvisor.com | 4.9% 2 mentions · avg pos 1 | — | CLAUDE 28.6% | Claim |
| 20 | eMoney | 4.9% 2 mentions · avg pos 1.5 | — | CHATGPT 7.1%CLAUDE 14.3% | Claim |
| 21 | AdvisorEngine | 4.9% 2 mentions · avg pos 4 | — | GEMINI 16.7%PERPLEXITY 7.1% | Claim |
| 22 | MoneyGuidePro | 4.9% 2 mentions · avg pos 5 | — | CHATGPT 7.1%CLAUDE 14.3% | Claim |
| 23 | Apptivo apptivo.com | 4.9% 2 mentions · avg pos 5.5 | — | GEMINI 33.3% | Claim |
| 24 | RightCapital | 4.9% 2 mentions · avg pos 5.5 | — | CHATGPT 7.1%CLAUDE 14.3% | Claim |
| 25 | Knack knack.com | 4.9% 2 mentions · avg pos 6 | — | PERPLEXITY 14.3% | Claim |
| 26 | Quickbase quickbase.com | 4.9% 2 mentions · avg pos 9 | — | GEMINI 16.7%PERPLEXITY 7.1% | Claim |
| 27 | Savvy Wealth | 4.9% 2 mentions · avg pos 9 | — | GEMINI 16.7%PERPLEXITY 7.1% | Claim |
| 28 | Envestnet | Yodlee envestnet.com | 4.9% 2 mentions · avg pos 9.5 | — | CLAUDE 14.3%PERPLEXITY 7.1% | Claim |
| 29 | Google Docs google.com | 4.9% 2 mentions · avg pos 10.5 | — | CHATGPT 14.3% | Claim |
| 30 | Maximizer CRM maximizer.com | 4.9% 2 mentions · avg pos 12 | — | GEMINI 33.3% | Claim |
| 31 | NexJ CRM nexj.com | 4.9% 2 mentions · avg pos 13 | — | CHATGPT 14.3% | Claim |
| 32 | Salesflare salesflare.com | 4.9% 2 mentions | — | CLAUDE 28.6% | Claim |
| 33 | Black Diamond | 2.4% 1 mentions · avg pos 2 | — | CLAUDE 14.3% | Claim |
| 34 | Microsoft | 2.4% 1 mentions · avg pos 4 | — | PERPLEXITY 7.1% | Claim |
| 35 | Envestnet Tamarac CRM | 2.4% 1 mentions · avg pos 5 | — | PERPLEXITY 7.1% | Claim |
| 36 | Junxure Cloud | 2.4% 1 mentions · avg pos 5 | — | PERPLEXITY 7.1% | Claim |
| 37 | Nimble nimblework.com | 2.4% 1 mentions · avg pos 7 | — | CHATGPT 7.1% | Claim |
| 38 | UGRU Financial CRM | 2.4% 1 mentions · avg pos 8 | — | GEMINI 16.7% | Claim |
| 39 | EverPlan everplan.com | 2.4% 1 mentions · avg pos 10 | — | CHATGPT 7.1% | Claim |
| 40 | Freshsales freshsales.com | 2.4% 1 mentions · avg pos 10 | — | CHATGPT 7.1% | Claim |
| 41 | Clio Work clio.com | 2.4% 1 mentions · avg pos 13 | — | CHATGPT 7.1% | Claim |
| 42 | Nexus Capital | 2.4% 1 mentions · avg pos 13 | — | CHATGPT 7.1% | Claim |
| 43 | Calendly calendly.com | 2.4% 1 mentions · avg pos 15 | — | CHATGPT 7.1% | Claim |
| 44 | Cloze cloze.com | 2.4% 1 mentions · avg pos 16 | — | CHATGPT 7.1% | Claim |
| 45 | Evernote evernote.com | 2.4% 1 mentions · avg pos 16 | — | CHATGPT 7.1% | Claim |
| 46 | Morningstar Direct morningstar.com | 2.4% 1 mentions · avg pos 16 | — | CHATGPT 7.1% | Claim |
| 47 | Capterra capterra.com | 2.4% 1 mentions · avg pos 19 | — | CHATGPT 7.1% | Claim |
| 48 | G2 g2.com | 2.4% 1 mentions · avg pos 19 | — | CHATGPT 7.1% | Claim |
| 49 | ClientWhys | 2.4% 1 mentions · avg pos 21 | — | CHATGPT 7.1% | Claim |
| 50 | BambooHR bamboohr.com | 2.4% 1 mentions · avg pos 22 | — | CHATGPT 7.1% | Claim |
| 51 | FinaMetrica finametrica.com | 2.4% 1 mentions · avg pos 25 | — | CHATGPT 7.1% | Claim |
| 52 | AdvicePay advicepay.com | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 53 | AdviceWorks | 2.4% 1 mentions | — | PERPLEXITY 7.1% | Claim |
| 54 | Backstop | 2.4% 1 mentions | — | PERPLEXITY 7.1% | Claim |
| 55 | ClientBooks clientbooks.com | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 56 | ClientPortals.io clientportals.io | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 57 | EverGreen | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 58 | Everplans everplans.com | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 59 | FinFolio | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 60 | Grendel Online | 2.4% 1 mentions | — | PERPLEXITY 7.1% | Claim |
| 61 | Insightly insightly.com | 2.4% 1 mentions | — | GEMINI 16.7% | Claim |
| 62 | Kohezion kohezion.com | 2.4% 1 mentions | — | GEMINI 16.7% | Claim |
| 63 | NexBank | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 64 | Notion notion.so | 2.4% 1 mentions | — | PERPLEXITY 7.1% | Claim |
| 65 | Orion | 2.4% 1 mentions | — | PERPLEXITY 7.1% | Claim |
| 66 | Tamarac tamaracinc.com | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 67 | Topaz Advisor | 2.4% 1 mentions | — | GEMINI 16.7% | Claim |
| 68 | Twilio twilio.com | 2.4% 1 mentions | — | CHATGPT 7.1% | Claim |
| 69 | Vantage Point vantagepoint.io | 2.4% 1 mentions | — | PERPLEXITY 7.1% | Claim |
| 70 | XLR8 | 2.4% 1 mentions | — | PERPLEXITY 7.1% | Claim |
Independence: Orbator customers are badged for disclosure. Customer status does not affect prompts, sampling, extraction, or ranking — see the methodology. Your product on this list? Claim it to see the prompts behind your rank and track it weekly.
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