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Brand report · September 2026

Fidelity: AI Visibility Report

When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, Fidelity ranks #14 of 15, a Visibility Score of 10 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 Fidelity

One category, rank 14 of 15, nearly invisible to AI buyers.

Where it wins. Fidelity surfaces in the 'Top tools in 2026' prompt theme, and its 12.5% mention rate means the models do register it exists in wealth management and financial advisor conversations.

Where it loses. A 4.2% first-pick rate in a 15-player field tells you Betterment, Orion, and Envestnet are consistently named ahead of it, and Fidelity is missing from six of the seven measured prompt themes, including every evaluation angle buyers use when they have a real purchase decision in front of them.

AI-generated analysis of the September 2026 measurements.

Wealth Management & Financial Advisor · #14 of 15

10 / 100 first snapshot (September 2026)

13%

mention rate (72 answers)

3

avg. position

4%

first pick

2%

share of voice

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

ChatGPT

1

Claude

20

Gemini

10

How the models portray Fidelity

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).

78% 22%

endorsed · 95% band 45–94% listed caveated graded across 9 mentions in Wealth Management & Financial Advisor answers

Prompt themes Fidelity would want to own

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

Top tools in 2026

6/9 · #1×1

If you could pick one

3/9 · #1×2

0/9

0/9

0/9

0/9

0/9

Budget & alternatives

0/9

Gaps Best overall · Use-case fit · Startup & small team · Enterprise pick · Feature-led ask · Budget & alternatives

Most co-mentioned competitors

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

Betterment

89%

Orion

67%

Envestnet

67%

Schwab

67%

Addepar

56%

Wealthfront

56%

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

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