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Brand report · September 2026

Envestnet: AI Visibility Report

When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, Envestnet ranks #8 of 15, a Visibility Score of 18 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 Envestnet

One category, mid-pack, and first pick almost never happens.

Where it wins. Envestnet earns mentions in 24% of wealth management and financial advisor prompts, which keeps it visible in a specialized field where many rivals go unrecognized. The 'Top tools in 2026' theme is where that 24% mostly lives.

Where it loses. A first-pick rate of 5.6% means buyers see Envestnet as a supporting name alongside Tamarac and Addepar rather than the obvious answer. It is locked out of Best Overall, Enterprise, and Startup conversations entirely, which limits any path to moving up from rank 8.

AI-generated analysis of the September 2026 measurements.

Wealth Management & Financial Advisor · #8 of 15

18 / 100 first snapshot (September 2026)

24%

mention rate (72 answers)

4

avg. position

6%

first pick

3%

share of voice

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

ChatGPT

19

Claude

13

Gemini

21

How the models portray Envestnet

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).

47% 53%

endorsed · 95% band 26–69% listed caveated graded across 17 mentions in Wealth Management & Financial Advisor answers

Prompt themes Envestnet would want to own

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

Top tools in 2026

9/9 · #1×4

Use-case fit

3/9

Feature-led ask

2/9

Budget & alternatives

2/9

If you could pick one

1/9

Best overall

0/9

Startup & small team

0/9

Enterprise pick

0/9

Gaps Best overall · Startup & small team · Enterprise pick

Most co-mentioned competitors

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

Orion

100%

Tamarac

71%

Addepar

59%

Black Diamond

59%

Wealthbox

47%

RightCapital

47%

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

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