← Wealth Management & Financial Advisor ranking

Brand report · September 2026

Redtail: AI Visibility Report

When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, Redtail ranks #3 of 15, a Visibility Score of 35 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 Redtail

Solid advisor-space presence, but never the one AI picks first.

Where it wins. Redtail lands at rank 3 in Wealth Management and Financial Advisor with a 38% mention rate, meaning AI models consistently include it when advisors ask what CRM to buy.

Where it loses. A first-pick rate of 0% means Redtail gets listed alongside Wealthbox and RightCapital but never wins the recommendation outright, and its absence from prompts like 'top tools in 2026' and 'enterprise pick' suggests the models treat it as a safe middle choice rather than a category leader.

AI-generated analysis of the September 2026 measurements.

Wealth Management & Financial Advisor · #3 of 15

35 / 100 first snapshot (September 2026)

49%

mention rate (72 answers)

4

avg. position

4%

first pick

6%

share of voice

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

ChatGPT

30

Claude

34

Gemini

39

How the models portray Redtail

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).

57% 29% 14%

endorsed · 95% band 41–72% listed caveated graded across 35 mentions in Wealth Management & Financial Advisor answers

Prompt themes Redtail would want to own

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

Best overall

9/9 · #1×3

Use-case fit

9/9

Feature-led ask

9/9

Budget & alternatives

5/9

Startup & small team

3/9

Top tools in 2026

0/9

Enterprise pick

0/9

If you could pick one

0/9

Gaps Top tools in 2026 · Enterprise pick · If you could pick one

Most co-mentioned competitors

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

Wealthbox

100%

Orion

86%

RightCapital

80%

MoneyGuidePro

60%

eMoney

60%

Advyzon

51%

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

Get alerted on big movements

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.

Work at Redtail? Put this on your site: a live "AI-recommended" badge, grounded in this data, that updates monthly and links back here. Free. Get the badge →