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Brand report · September 2026

MoneyGuidePro: AI Visibility Report

When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, MoneyGuidePro ranks #11 of 15, a Visibility Score of 15 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 MoneyGuidePro

One field, rank 12, no wins, a crowded finish line.

Where it wins. MoneyGuidePro does crack the conversation in Wealth Management and Financial Advisor contexts, earning a 37% mention rate that keeps it inside the consideration set when buyers ask feature-specific questions.

Where it loses. Rank 12 of 15 means the AI models sort it toward the bottom of a long list, and a 0% first-pick rate means no model has pointed a buyer to MoneyGuidePro as the answer, it surfaces alongside RightCapital and Redtail rather than ahead of them, and it disappears entirely when prompts ask for a single recommendation or an enterprise choice.

AI-generated analysis of the September 2026 measurements.

Wealth Management & Financial Advisor · #11 of 15

15 / 100 first snapshot (September 2026)

38%

mention rate (72 answers)

7

avg. position

0%

first pick

5%

share of voice

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

ChatGPT

7

Claude

25

Gemini

12

How the models portray MoneyGuidePro

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).

19% 70% 11%

endorsed · 95% band 8–37% listed caveated graded across 27 mentions in Wealth Management & Financial Advisor answers

Prompt themes MoneyGuidePro would want to own

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

8/9

6/9

5/9

5/9

2/9

Budget & alternatives

1/9

Enterprise pick

0/9

If you could pick one

0/9

Gaps Enterprise pick · If you could pick one

Most co-mentioned competitors

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

RightCapital

93%

Wealthbox

85%

Orion

85%

Redtail

78%

eMoney

59%

Tamarac

52%

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

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