← Wealth Management & Financial Advisor ranking

Brand report · September 2026

Addepar: AI Visibility Report

When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, Addepar ranks #6 of 15, a Visibility Score of 20 in Wealth Management & Financial Advisor .

These rankings are measured from what the three models know from training, not a live web search. The live-web grounded surface is rolling out across the index. Methodology.

How AI sees Addepar

One category, one race, and Addepar is mid-pack.

Where it wins. A 36% mention rate in Wealth Management & Financial Advisor means the models know Addepar exists and pull it into most conversations about wealth tech tools, particularly when the prompt asks about top tools in 2026.

Where it loses. Rank 6 of 15 and a 4.2% first-pick rate tell the real story: AI models reach for Black Diamond, RightCapital, or Tamarac before Addepar, and enterprise and small-team buyer prompts skip it entirely.

AI-generated analysis of the September 2026 measurements.

Wealth Management & Financial Advisor · #6 of 15

20 / 100 first snapshot (September 2026)

36%

mention rate (72 answers)

6

avg. position

4%

first pick

5%

share of voice

First snapshot: September 2026. The trend line appears with the second monthly measurement; no modeled history.

ChatGPT

33

Claude

19

Gemini

8

How the models portray Addepar

Being named is not the same as being recommended. Each mention is graded endorsed (a strong pick), listed (a neutral option), or caveated (named with a reservation).

62% 35%

endorsed · 95% band 43–78% listed caveated graded across 26 mentions in Wealth Management & Financial Advisor answers

Prompt themes Addepar would want to own

Share of each theme's answers that mention Addepar. Hover a row for the exact prompt. Compare shapes on the head-to-head page.

Top tools in 2026

8/9

Feature-led ask

7/9

Use-case fit

4/9

If you could pick one

3/9 · #1×3

Budget & alternatives

3/9

Best overall

1/9

Startup & small team

0/9

Enterprise pick

0/9

Gaps Startup & small team · Enterprise pick

Most co-mentioned competitors

Share of Addepar's mentions where the AI models name this brand in the same answer. That is the real competitive set in the AI channel.

Orion

96%

Black Diamond

69%

RightCapital

58%

Tamarac

54%

Wealthbox

50%

Redtail

46%

Scores are measured from real AI answers, refreshed monthly. Methodology.

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