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Brand report · September 2026

Wealthbox: AI Visibility Report

When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, Wealthbox ranks #2 of 15, a Visibility Score of 42 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 Wealthbox

Wealthbox owns one room and leads it cleanly.

Where it wins. In Wealth Management & Financial Advisor, Wealthbox sits at rank 1 of 15 with a 56% mention rate, meaning AI models surface it in more than half of all buying conversations in this category. That is the strongest foothold a single-category player can hold.

Where it loses. First-pick selection lands at only 17%, so while the models know Wealthbox well, they hesitate to name it the definitive choice when a buyer asks for one recommendation. The two prompt themes where Wealthbox goes unrepresented, Enterprise pick and If you could pick one, are exactly the moments that convert browsers into buyers.

AI-generated analysis of the September 2026 measurements.

Wealth Management & Financial Advisor · #2 of 15

42 / 100 first snapshot (September 2026)

56%

mention rate (72 answers)

4

avg. position

17%

first pick

7%

share of voice

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

ChatGPT

52

Claude

34

Gemini

40

How the models portray Wealthbox

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).

83% 15%

endorsed · 95% band 68–91% listed caveated graded across 40 mentions in Wealth Management & Financial Advisor answers

Prompt themes Wealthbox would want to own

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

9/9 · #1×4

9/9 · #1×4

9/9 · #1×2

7/9 · #1×1

Budget & alternatives

5/9 · #1×1

Top tools in 2026

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

Redtail

88%

Orion

83%

RightCapital

80%

MoneyGuidePro

57%

eMoney

53%

Advyzon

50%

Head-to-head: Wealthbox vs Orion · Wealthbox vs RightCapital

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

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