AIRANKS — The Authoritative Rankings for AI Web Content

AIRANKS measures AI visibility: we ask AI models real product and service questions, capture the complete answers as immutable observations, and publish what they contain — which brands were mentioned, which domains were cited, and which exact pages were linked. Every domain gets an AIR score from 1–10 (a decile of visibility in the active dataset; 0 means insufficient data), with the methodology in the open.

AIR

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The Question

← all rankings / dataset COBALT

Best crm software for financial advisors

Wealthbox takes the top spot in 100.0% of resamples. Of 8 ranked brands, only 4 hold a position we'd call firm.

0
answers sampled
0
brands named
1,000
bootstrap resamples

Who AI Cites For This Question

25 cited pages · bars vs the leader

Wealthbox CRM Pricing | Free 14-Day Trialwww.wealthbox.comwealthbox.com/pricing/?utm=airanks.net314
Practifi | Financial Advisor CRM Purpose-Built for Wealth Managementwww.practifi.compractifi.com/?utm=airanks.net128
AdvisorEngine CRM | CRM for financial advisors, by financial advisorswww.advisorengine.comadvisorengine.com/wealth-managemen…rm?utm=airanks.net89
The #1 CRM for Financial Advisors | Redtailredtailtechnology.comredtailtechnology.com/crm?utm=airanks.net82
Financial Services: Best Financial Services CRM | Salesforcewww.salesforce.comsalesforce.com/financial-services/cloud/?utm=airanks.net38
Get Started With Financial Services Cloud for Wealth Management | Salesforce Helphelp.salesforce.comhelp.salesforce.com/s/articleView?utm=airanks.net34

The Ranking, With Its Uncertainty

Wealthbox locked Wealthbox — ci 1.00–1.00 · n=389 · 100.0% of resamples held this rank · named in 98% of answers
Redtail locked Redtail — ci 0.86–0.86 · n=389 · 100.0% of resamples held this rank · named in 98% of answers
Practifi contested Practifi — ci 0.57–0.71 · n=389 · 62.6% of resamples held this rank · named in 92% of answers
Salesforce contested Salesforce — ci 0.57–0.71 · n=389 · 62.6% of resamples held this rank · named in 100% of answers
AdvisorEngine locked AdvisorEngine — ci 0.43–0.43 · n=389 · 100.0% of resamples held this rank · named in 45% of answers
Zoho locked Zoho — ci 0.29–0.29 · n=389 · 100.0% of resamples held this rank · named in 18% of answers
HubSpot gathering HubSpot — gathering data, n=389. No bootstrap interval yet.
Microsoft Dynamics gathering Microsoft Dynamics — gathering data, n=389. No bootstrap interval yet.

The Incomparability Lattice

what the intervals separate, not what the list claims

An edge means one brand's interval sits strictly above another's — zero overlap. No edge between two brands is not a gap in the drawing, it is the finding: their intervals overlap, and the bootstrap cannot tell them apart. Brands on the same rung are incomparable, not tied — the ranking above orders them anyway because a list has to print a total order; this diagram is the honest version.

Wealthbox

1.00–1.00

Redtail

0.86–0.86

Practifi

0.57–0.71

Salesforce

0.57–0.71

AdvisorEngine

0.43–0.43

Zoho

0.29–0.29