What AI assistants actually recommend when buyers ask about crm for financial advisors — measured weekly across 4 engines, published as open data.
Updated 2026-08-14 · 72 sampled answers · rolling 4-week window · methodology
Rankings are measured from sampled AI answers — never editorial, never paid. Orbator builds AI-visibility tooling; when Orbator itself appears in any category, it is measured by the same rules as everyone else.
Sample: 72 AI answers · Window: Jul 17, 2026 – Aug 14, 2026 (4-week rolling) · trend vs prior 4 weeks (40 answers)
Samples by engine: GEMINI 24 (last run Aug 1, 2026) · PERPLEXITY 24 (last run Aug 1, 2026) · CLAUDE 16 (last run Aug 2, 2026) · CHATGPT 8 (last run Aug 1, 2026) · GROK 0 (last run Jul 13, 2026 — stalest)
How these numbers are made: sampling design · prompt provenance · what counts as a mention · what we cannot see
On the record: This ranking is frozen as a dated snapshot every day. View this category's history to see what entered and left the ranking and when, or read what the engines actually said on a given day.
Across 72 sampled AI answers from 4 engines, Wealthbox is recommended most often — appearing in 81.9% of recommendations, followed by Redtail (81.9%) and Redtail CRM (54.2%).
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 wealthbox.com Best for: AI recommends Wealthbox most when buyers ask “alternatives to large wealth management CRM platforms for independent or small advisory firms” (100% of those answers) | 81.9% 95% CI 71.5–89.1% 59 mentions · avg pos 4.2 first pick 32.2% | — | GEMINI 87.5%CHATGPT 100%CLAUDE 68.8%PERPLEXITY 79.2% | Claim |
| 2 | Redtail Best for: AI recommends Redtail most when buyers ask “alternatives to large wealth management CRM platforms for independent or small advisory firms” (100% of those answers) | 81.9% 95% CI 71.5–89.1% 59 mentions · avg pos 4.7 first pick 39% | — | GEMINI 87.5%CHATGPT 100%CLAUDE 68.8%PERPLEXITY 79.2% | Claim |
| 3 | Redtail CRM redtailcrm.com Best for: AI recommends Redtail CRM most when buyers ask “top CRM platforms built specifically for RIAs and financial planning practices” (100% of those answers) | 54.2% 95% CI 42.7–65.2% 39 mentions · avg pos 6.3 first pick 46.2% | — | GEMINI 79.2%CHATGPT 87.5%CLAUDE 31.3%PERPLEXITY 33.3% | Claim |
| 4 | Zoho zoho.com Best for: AI recommends Zoho most when buyers ask “alternatives to large wealth management CRM platforms for independent or small advisory firms” (88.9% of those answers) | 38.9% 95% CI 28.5–50.4% 28 mentions · avg pos 7.4 first pick 0% | — | GEMINI 75%CHATGPT 50%CLAUDE 6.3%PERPLEXITY 20.8% | Claim |
| 5 | AdvisorEngine advisorengine.com Best for: AI recommends AdvisorEngine most when buyers ask “top CRM platforms built specifically for RIAs and financial planning practices” (77.8% of those answers) | 36.1% 95% CI 26–47.6% 26 mentions · avg pos 11.3 first pick 0% | — | GEMINI 54.2%CHATGPT 37.5%CLAUDE 12.5%PERPLEXITY 33.3% | Claim |
| 6 | HubSpot CRM hubspot.com Best for: AI recommends HubSpot CRM most when buyers ask “simpler financial advisor CRM alternatives for solo advisors who find enterprise tools too complex” (100% of those answers) | 30.6% 95% CI 21.1–42% 22 mentions · avg pos 9.8 first pick 0% | — | GEMINI 41.7%CHATGPT 50%CLAUDE 6.3%PERPLEXITY 29.2% | Claim |
| 7 | Practifi practifi.com Best for: AI recommends Practifi most when buyers ask “top CRM platforms built specifically for RIAs and financial planning practices” (77.8% of those answers) | 30.6% 95% CI 21.1–42% 22 mentions · avg pos 12.9 first pick 0% | — | GEMINI 20.8%CHATGPT 75%CLAUDE 43.8%PERPLEXITY 16.7% | Claim |
| 8 | Orion orion.com Best for: AI recommends Orion most when buyers ask “best CRM for financial advisors and wealth managers” (66.7% of those answers) | 29.2% 95% CI 19.9–40.5% 21 mentions · avg pos 12.8 first pick 0% | — | GEMINI 20.8%CHATGPT 50%CLAUDE 62.5%PERPLEXITY 8.3% | Claim |
| 9 | Advyzon advyzon.com Best for: AI recommends Advyzon most when buyers ask “top CRM platforms built specifically for RIAs and financial planning practices” (77.8% of those answers) | 27.8% 95% CI 18.8–39% 20 mentions · avg pos 10.5 first pick 5% | — | GEMINI 45.8%CHATGPT 37.5%CLAUDE 12.5%PERPLEXITY 16.7% | Claim |
| 10 | Quickbase quickbase.com Best for: AI recommends Quickbase most when buyers ask “alternatives to large wealth management CRM platforms for independent or small advisory firms” (88.9% of those answers) | 26.4% 95% CI 17.6–37.6% 19 mentions · avg pos 6.1 first pick 0% | — | GEMINI 41.7%PERPLEXITY 37.5% | Claim |
| 11 | eMoney emoneyadvisor.com Best for: AI recommends eMoney most when buyers ask “best client relationship management software for independent financial advisors” (44.4% of those answers) | 25% 95% CI 16.4–36.1% 18 mentions · avg pos 10.6 first pick 11.1% | — | GEMINI 25%CHATGPT 50%CLAUDE 37.5%PERPLEXITY 8.3% | Claim |
| 12 | Tamarac tamaracinc.com Best for: AI recommends Tamarac most when buyers ask “top CRM platforms built specifically for RIAs and financial planning practices” (55.6% of those answers) | 22.2% 95% CI 14.2–33.1% 16 mentions · avg pos 17.2 first pick 0% | — | GEMINI 16.7%CHATGPT 50%CLAUDE 6.3%PERPLEXITY 29.2% | Claim |
| 13 | Altitude CRM gainaltitude.ai Best for: AI recommends Altitude CRM most when buyers ask “simpler financial advisor CRM alternatives for solo advisors who find enterprise tools too complex” (88.9% of those answers) | 20.8% 95% CI 13.1–31.6% 15 mentions · avg pos 4.6 first pick 0% | — | GEMINI 37.5%PERPLEXITY 25% | Claim |
| 14 | Microsoft microsoft.com Best for: AI recommends Microsoft most when buyers ask “best CRM for financial advisors and wealth managers” (44.4% of those answers) | 20.8% 95% CI 13.1–31.6% 15 mentions · avg pos 20 first pick 0% | — | GEMINI 20.8%CHATGPT 75%PERPLEXITY 16.7% | Claim |
| 15 | RightCapital rightcapital.com Best for: AI recommends RightCapital most when buyers ask “best client relationship management software for independent financial advisors” (44.4% of those answers) | 16.7% 95% CI 9.8–26.9% 12 mentions · avg pos 13.6 first pick 8.3% | — | GEMINI 25%CHATGPT 50%CLAUDE 6.3%PERPLEXITY 4.2% | Claim |
| 16 | Junxure junxure.com Best for: AI recommends Junxure most when buyers ask “what CRM should an independent RIA use to manage client relationships and compliance notes” (55.6% of those answers) | 15.3% 95% CI 8.8–25.3% 11 mentions · avg pos 5 first pick 0% | — | GEMINI 20.8%CLAUDE 6.3%PERPLEXITY 20.8% | Claim |
| 17 | Creatio creatio.com Best for: AI recommends Creatio most when buyers ask “best CRM for financial advisors and wealth managers” (44.4% of those answers) | 13.9% 95% CI 7.7–23.7% 10 mentions · avg pos 9.4 first pick 0% | — | GEMINI 37.5%PERPLEXITY 4.2% | Claim |
| 18 | Black Diamond Best for: AI recommends Black Diamond most when buyers ask “best client relationship management software for independent financial advisors” (44.4% of those answers) | 12.5% 95% CI 6.7–22.1% 9 mentions · avg pos 14.3 first pick 0% | — | GEMINI 12.5%CHATGPT 37.5%CLAUDE 6.3%PERPLEXITY 8.3% | Claim |
| 19 | Agentforce salesforce.com Best for: AI recommends Agentforce most when buyers ask “best client relationship management software for independent financial advisors” (44.4% of those answers) | 11.1% 95% CI 5.7–20.4% 8 mentions · avg pos 3 first pick 12.5% | — | GEMINI 12.5%CLAUDE 18.8%PERPLEXITY 8.3% | Claim |
| 20 | Orion Advisor Solutions orionadvisor.com | 11.1% 95% CI 5.7–20.4% 8 mentions · avg pos 13 first pick 0% | — | CHATGPT 12.5%CLAUDE 43.8% | Claim |
| 21 | Tamarac CRM tamarac.com Best for: AI recommends Tamarac CRM most when buyers ask “top CRM platforms built specifically for RIAs and financial planning practices” (44.4% of those answers) | 9.7% 95% CI 4.8–18.7% 7 mentions · avg pos 13.6 first pick 0% | — | GEMINI 8.3%CHATGPT 12.5%CLAUDE 6.3%PERPLEXITY 12.5% | Claim |
| 22 | Nitrogen nitrogen.io | 8.3% 95% CI 3.9–17% 6 mentions · avg pos 2.3 first pick 0% | — | CLAUDE 37.5% | Claim |
| 23 | Calendly calendly.com | 6.9% 95% CI 3–15.2% 5 mentions · avg pos 16.8 first pick 0% | — | GEMINI 16.7%CHATGPT 12.5% | Claim |
| 24 | XLR8 | 6.9% 95% CI 3–15.2% 5 mentions · avg pos 26.7 first pick 0% | — | CHATGPT 25%CLAUDE 18.8% | Claim |
| 25 | SmartOffice | 5.6% 95% CI 2.2–13.4% 4 mentions · avg pos 8.5 first pick 0% | — | GEMINI 8.3%PERPLEXITY 8.3% | Claim |
| 26 | Pipedrive pipedrive.com Best for: AI recommends Pipedrive most when buyers ask “alternatives to large wealth management CRM platforms for independent or small advisory firms” (33.3% of those answers) | 5.6% 95% CI 2.2–13.4% 4 mentions · avg pos 16.5 first pick 0% | — | GEMINI 4.2%CHATGPT 25%PERPLEXITY 4.2% | Claim |
| 27 | Redtail Technology redtailtech.com | 4.2% 95% CI 1.4–11.5% 3 mentions · avg pos 1 first pick 66.7% | — | GEMINI 8.3%CLAUDE 6.3% | Claim |
| 28 | MoneyGuidePro | 4.2% 95% CI 1.4–11.5% 3 mentions · avg pos 3.3 first pick 0% | — | GEMINI 4.2%CLAUDE 6.3%PERPLEXITY 4.2% | Claim |
| 29 | Monday monday.com | 4.2% 95% CI 1.4–11.5% 3 mentions first pick 0% | — | PERPLEXITY 12.5% | Claim |
| 30 | Vantage Point vantagepoint.io Best for: AI recommends Vantage Point most when buyers ask “CRM built for financial advisors vs a general CRM adapted for advisory use — key differences” (55.6% of those answers) | 4.2% 95% CI 1.4–11.5% 3 mentions first pick 0% | — | PERPLEXITY 12.5% | Claim |
| 31 | Advisor360° advisor360.com | 2.8% 95% CI 0.8–9.6% 2 mentions · avg pos 8 first pick 0% | — | GEMINI 4.2%CLAUDE 6.3% | Claim |
| 32 | Maximizer CRM maximizer.com | 2.8% 95% CI 0.8–9.6% 2 mentions · avg pos 11 first pick 0% | — | GEMINI 8.3% | Claim |
| 33 | Forbes forbes.com | 2.8% 95% CI 0.8–9.6% 2 mentions · avg pos 15 first pick 0% | — | CHATGPT 25% | Claim |
| 34 | ClickUp clickup.com | 2.8% 95% CI 0.8–9.6% 2 mentions · avg pos 30 first pick 0% | — | CHATGPT 12.5%PERPLEXITY 4.2% | Claim |
| 35 | F6S f6s.com | 2.8% 95% CI 0.8–9.6% 2 mentions first pick 0% | — | PERPLEXITY 8.3% | Claim |
| 36 | Envestnet | Tamarac CRM | 1.4% 95% CI 0.2–7.5% 1 mentions · avg pos 8 first pick 0% | — | GEMINI 4.2% | Claim |
| 37 | BIGContacts bigcontacts.com | 1.4% 95% CI 0.2–7.5% 1 mentions · avg pos 10 first pick 0% | — | CHATGPT 12.5% | Claim |
| 38 | Nimble nimblework.com | 1.4% 95% CI 0.2–7.5% 1 mentions · avg pos 21 first pick 0% | — | CHATGPT 12.5% | Claim |
| 39 | Notion notion.so | 1.4% 95% CI 0.2–7.5% 1 mentions · avg pos 44 first pick 0% | — | CHATGPT 12.5% | Claim |
| 40 | Applied Systems appliedsystems.com | 1.4% 95% CI 0.2–7.5% 1 mentions first pick 0% | — | PERPLEXITY 4.2% | Claim |
| 41 | Equisoft/connect equisoft.com Best for: AI recommends Equisoft/connect most when buyers ask “CRM built for financial advisors vs a general CRM adapted for advisory use — key differences” (33.3% of those answers) | 1.4% 95% CI 0.2–7.5% 1 mentions first pick 0% | — | PERPLEXITY 4.2% | Claim |
| 42 | Fuzen.io fuzen.io | 1.4% 95% CI 0.2–7.5% 1 mentions first pick 0% | — | PERPLEXITY 4.2% | Claim |
| 43 | Monday.com | 1.4% 95% CI 0.2–7.5% 1 mentions first pick 0% | — | PERPLEXITY 4.2% | Claim |
| 44 | Orion Advisor Tech orionadvisortech.com | 1.4% 95% CI 0.2–7.5% 1 mentions first pick 0% | — | CLAUDE 6.3% | Claim |
Reading the numbers: Share is a point estimate on 72 sampled answers, so each row also shows its 95% CI — the Wilson score interval around that share. When two products' intervals overlap, the gap between them isn't statistically meaningful at this sample size. First pick is the share of a product's recommending answers where it was named first, which separates “always mentioned” from “usually the top recommendation”. Full methodology.
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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