Niches
Wealth & Financial Advisor CRM
MarginalFinancial Services & Banking - CRM platforms tailored for financial advisors, RIAs, banks, and wealth managers to manage client portfolios and relationships.
Demand context (from the categories these products live in): 137k monthly searches, ~$20 avg CPC, KD 37.
Opportunity reportOpportunity score
23
Products
48
Active Google advertisers
0
Persistent advertisers
0
Avg ad tenure
-
LinkedIn advertisers
0
Pixel advertisers
0
CPC (incumbents)
-
Incumbent ad spend/mo
-
Weighted rating
4.48
Products in this niche - 48, advertisers first
| Product | Rating | Reviews | Capterra ads | Google ads | Advertising for | LinkedIn ads | Channels | Ad spend/mo |
|---|---|---|---|---|---|---|---|---|
WealthboxWeb-based CRM purpose-built for financial advisors to manage clients. | 4.7 | 146 | - | - | - | - | - | - |
Redtail CRMClient management CRM designed specifically for financial professionals. | 4.1 | 85 | - | - | - | - | - | - |
VymoVymo is a sales acceleration platform for large financial services institutions. | 4.7 | 41 | - | - | - | - | - | - |
Snap ProjectionsFinancial planning software for Canadian financial advisors and wealth managers. | 4.9 | 26 | - | - | - | - | - | - |
AdvisorEngineComplete wealth management platform for advisory firms. | 4.4 | 24 | - | - | - | - | - | - |
SmartOfficeCRM tailored for financial advisors, RIAs, B/Ds, and banks. | 3.7 | 17 | - | - | - | - | - | - |
eMoney AdvisoreMoney is a financial planning platform for advisors to streamline client financial processes. | 4.2 | 16 | - | - | - | - | - | - |
Financial Services CloudSalesforce Financial Services Cloud is an AI-driven CRM for financial firms, advisors, and wealth managers. | 4.8 | 5 | - | - | - | - | - | - |
Avaloq Banking SuitesecondarySpecifically tailored for wealth management technology used by financial institutions. | 4.5 | 4 | - | - | - | - | - | - |
Direct Advisory SuiteDirect Advisory Suite is for financial advisors to deliver personalized advice and manage client engagement. | 4.8 | 4 | - | - | - | - | - | - |
equisoft/connectCRM designed specifically for insurance and investment advisors to manage client relationships. | 1.7 | 3 | - | - | - | - | - | - |
RightCapitalRightCapital is a financial planning tool that helps advisors manage clients. | 4.7 | 3 | - | - | - | - | - | - |
BranchsecondaryTargets private banking and wealth management advisors. | 4.5 | 2 | - | - | - | - | - | - |
Doxim CRMCRM built specifically for banks and credit unions. | 4.5 | 2 | - | - | - | - | - | - |
ElementsFinancial software combining CRM, workflows and document management. | 4.5 | 2 | - | - | - | - | - | - |
Income InSightIncome InSight is a retirement/financial planning tool advisors use with clients. | 5.0 | 2 | - | - | - | - | - | - |
UGRUCRM practice management suite for financial advisors. | 5.0 | 2 | - | - | - | - | - | - |
AdviesboxAdviesbox supports Dutch financial advisors with mortgage tools, calculators, and reporting. | 4.0 | 1 | - | - | - | - | - | - |
Advisors AssistantAdvisors Assistant is contact management and portfolio reporting for financial advisors. | 5.0 | 1 | - | - | - | - | - | - |
Asset-MapAsset-Map visually maps client finances for advisors to support planning. | 5.0 | 1 | - | - | - | - | - | - |
CapIntelsecondarySupports advisor sales workflows for closing deals with clients. | 5.0 | 1 | - | - | - | - | - | - |
HublyProcess management system providing visibility across advisory firms. | 5.0 | 1 | - | - | - | - | - | - |
A20 ConnectA20 Connect is a specialized CRM for the financial sector integrating sales, marketing and operations. | 0.0 | 0 | - | - | - | - | - | - |
AbboveCollaborative wealth planning platform for financial advisors and clients. | 0.0 | 0 | - | - | - | - | - | - |
AdviAllyCloud-based CRM and finance management platform purpose-built for financial professionals. | 0.0 | 0 | - | - | - | - | - | - |
AltitudeAI-native Financial CRM for advisors to manage clients and automate marketing. | 0.0 | 0 | - | - | - | - | - | - |
Apex 72Apex 72 is a CRM for financial advisors and life insurance agents. | 0.0 | 0 | - | - | - | - | - | - |
CALM PortalCentralizes client activities for financial institutions in one CRM-style interface. | 0.0 | 0 | - | - | - | - | - | - |
CircleBlackAll-in-one wealth management platform focused on advisor-client relationships. | 0.0 | 0 | - | - | - | - | - | - |
Comarch Wealth ManagementComarch Wealth Management automates financial advice and client communication, helping wealth managers maintain client relationships and deliver personalized service. | 0.0 | 0 | - | - | - | - | - | - |
Envestnet | TamaracsecondaryIncludes CRM functionality for advisors. | 0.0 | 0 | - | - | - | - | - | - |
ETNA Financial Advisor SoftwareETNA is a wealth management software specifically designed for RIAs and financial advisors to manage client portfolios and deliver advisory services. | 0.0 | 0 | - | - | - | - | - | - |
etops FinanzPortaletops FinanzPortal is financial services software for advisors to serve clients. | 0.0 | 0 | - | - | - | - | - | - |
Financial Cloud CRMFinancial CRM solution for managing customer relationships, payments, and personalized communications. | 0.0 | 0 | - | - | - | - | - | - |
FinlyFinly helps Swiss financial advisors manage clients and stay compliant. | 0.0 | 0 | - | - | - | - | - | - |
FYNXTForex CRM platform for multi-asset brokers and financial institutions. | 0.0 | 0 | - | - | - | - | - | - |
InvestGlassInvestGlass is a Swiss CRM/PMS with client portal and digital onboarding for financial services. | 0.0 | 0 | - | - | - | - | - | - |
MoneytreeFinancial planning solution likely used by financial advisors. | 0.0 | 0 | - | - | - | - | - | - |
Moneytree AdviseTool for advisors to serve accumulation-phase clients with goal-based plans. | 0.0 | 0 | - | - | - | - | - | - |
MyprosperityMyprosperity is an online tool for accountants/advisers with live client cashflow, budgeting, tax and estate planning. | 0.0 | 0 | - | - | - | - | - | - |
PepperPepper is a go-to-market distribution platform; likely supports asset managers' distribution to advisors. | 0.0 | 0 | - | - | - | - | - | - |
PractifiSalesforce-based CRM purpose-built for wealth management. | 0.0 | 0 | - | - | - | - | - | - |
ProTracker AdvantageFinancial CRM for practice management, RMD calculations, and advisor workflows. | 0.0 | 0 | - | - | - | - | - | - |
RIA Productivity SuiteRIA Productivity Suite provides client onboarding and productivity tools specifically designed for registered investment advisors to digitize operations. | 0.0 | 0 | - | - | - | - | - | - |
VeritouchVeritouch is a Dynamics 365-based CRM tailored to banks, insurance firms, and credit unions. | 0.0 | 0 | - | - | - | - | - | - |
WealthForce.aiAI-driven wealth management software streamlining relationship manager productivity and client engagement. | 0.0 | 0 | - | - | - | - | - | - |
wealthpilotwealthpilot is a web-based wealth management platform accessible on web and mobile, designed for managing trust and investment portfolios typical of wealth advisors and trust companies. | 0.0 | 0 | - | - | - | - | - | - |
WealthSphereModular CRM with entity administration and financials for trust & corporate service providers. | 0.0 | 0 | - | - | - | - | - | - |