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Brand report · September 2026

RightCapital: AI Visibility Report

When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, RightCapital ranks #4 of 15, a Visibility Score of 24 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 RightCapital

Strong runner-up in one field, but that field is all it has.

Where it wins. RightCapital earns the #2 slot among 15 competitors in Wealth Management and Financial Advisor, with a 51% mention rate that puts it in more than half of all relevant AI conversations.

Where it loses. The models never volunteer it as a first pick, with only 8% first-pick rate, and it drops out entirely when enterprise buyers or decisive single-tool questions enter the prompt.

AI-generated analysis of the September 2026 measurements.

Wealth Management & Financial Advisor · #4 of 15

24 / 100 first snapshot (September 2026)

51%

mention rate (72 answers)

6

avg. position

8%

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

18

Gemini

26

How the models portray RightCapital

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% 19%

endorsed · 95% band 63–89% listed caveated graded across 37 mentions in Wealth Management & Financial Advisor answers

Prompt themes RightCapital would want to own

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

9/9 · #1×6

9/9

8/9

5/9

Budget & alternatives

4/9

Top tools in 2026

2/9

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

Wealthbox

86%

Orion

84%

Redtail

76%

MoneyGuidePro

68%

eMoney

59%

Black Diamond

49%

Head-to-head: RightCapital vs Wealthbox

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

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