← Wealth Management & Financial Advisor ranking
Brand report · September 2026
Orion: AI Visibility Report
When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, Orion ranks #1 of 15, a Visibility Score of 53 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.
Fourth in one race, and that race is all it has.
Where it wins. Orion earns a 32% mention rate in Wealth Management and Financial Advisor conversations, which keeps it reliably inside the consideration set when AI models field advisor-tech questions.
Where it loses. A 4% first-pick rate means buyers hear the name but almost never land on it as the answer, and the total absence from Enterprise pick themes signals the models do not frame Orion as the serious firm choice.
AI-generated analysis of the September 2026 measurements.
ChatGPT 
Claude 
Gemini 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).
Share of each theme's answers that mention Orion. Hover a row for the exact prompt. Compare shapes on the head-to-head page.
Gaps Enterprise pick
Share of Orion's mentions where the AI models name this brand in the same answer. That is the real competitive set in the AI channel.
Head-to-head: Orion vs Wealthbox
Scores are measured from real AI answers, refreshed monthly. Methodology.
We rerun the index every month. Drop your email and pick what to watch in Wealth Management & Financial Advisor: the whole category or specific brands. Free, unsubscribe anytime.