September 2026 snapshot · 72 AI answers Leader emerging

Wealth Management & Financial Advisor: AI Visibility Ranking

Practice management software for financial advisors and wealth managers covering client relationships, portfolios, and planning. Right now, Orion is the brand AI assistants recommend most, with a Visibility Score of 53 and the #1 spot in 22% of answers. Head-to-head: Orion vs Wealthbox →

These rankings are measured from what the three models know from training, not a live web search. When the models DO search the web, see which sources they cite. Methodology.

Wealthbox leads, but four rivals keep the race alive.

Wealthbox sits 17 points clear of RightCapital and Redtail, yet that gap is narrow enough that consistent challenger pressure could close it. ChatGPT drives most of Wealthbox's advantage, giving it a score of 52 on that model alone, while Claude and Gemini spread their recommendations more evenly across the field. Orion's number is the sharpest signal of model risk: ChatGPT scores it at 48, Gemini at 2.5, meaning its visibility could halve overnight if one model's behavior shifts.

AI-generated analysis of the September 2026 measurements.

#	Brand	Visibility Score	Mention rate	Avg. position	#1 pick rate	Models
1	Orion	53 ±4	67%	3.1	22%	ChatGPT #1 Claude #1 Gemini #1
2	Wealthbox	42 ±4.5	56%	3.5	17%	ChatGPT #2 Claude #2 Gemini #2
3	Redtail	35 ±3.8	49%	3.9	4%	ChatGPT #4 Claude #3 Gemini #3
4	RightCapital	24 ±4.1	51%	6.2	8%	ChatGPT #6 Claude #9 Gemini #5
5	Black Diamond	22 ±4	39%	5.3	0%	ChatGPT #5 Claude #12 Gemini #6
6	Addepar	20 ±3.5	36%	5.6	4%	ChatGPT #3 Claude #8 Gemini #12
7	Tamarac	19 ±5.3	35%	5.4	1%	ChatGPT #9 Claude #4 Gemini #11
8	Envestnet	18 ±4.1	24%	3.5	6%	ChatGPT #8 Claude #13 Gemini #7
9	Advyzon	17 ±6.4	31%	5.4	7%	ChatGPT #7 Claude #15 Gemini #4
10	eMoney	16 ±4.5	32%	6.0	0%	ChatGPT #10 Claude #6 Gemini #13
11	MoneyGuidePro	15 ±4.6	38%	7.1	0%	ChatGPT #13 Claude #5 Gemini #9
12	Salesforce Financial Services Cloud	12 ±3.9	17%	3.8	4%	ChatGPT #11 Claude #11 Gemini #14
13	Salesforce	12 ±4.5	24%	6.0	0%	ChatGPT #14 Claude #10 Gemini #8
14	Fidelity	10 ±2.8	13%	2.8	4%	ChatGPT #15 Claude #7 Gemini #10
15	Practifi	8 ±4.2	17%	6.1	0%	ChatGPT #12 Claude #14 Gemini #15

The ± under each score is the reliability band: how much the number would move if we re-ran the identical measurement. It is tight because each prompt is sampled multiple times. It is not the same as how much the ranking depends on which prompts we ask — a separate, wider figure shown on hover.

Just below the cutoff: Envestnet Tamarac (7.8), Vanguard (7.5), Betterment (7.4), eMoney Advisor (7.2), Schwab (6.7). 100 brands were scored in this category; the leaderboard shows the top 15.

Visibility Score: position-weighted presence across all measured answers, 0 to 100. A score of 100 means the brand was the first recommendation in every answer. Every point in a trend line is a live monthly measurement; there is no modeled or backfilled history. Full methodology.

Openness 47/100: the share of this category's recommendation weight not held by the leader.

Compare brands in Wealth Management & Financial Advisor head-to-head → · Explore the prompt tree →

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Do the models agree?

Per-model Visibility Scores for the top 10. A long gray bar means the three assistants disagree about the brand. Hover a row for exact values.

ChatGPT Claude Gemini

Where they land in the answer

When a brand is mentioned, where does it appear? Box shows the middle 50% of positions, the thick line is the median, whiskers are the extremes. Hover a row for the detail.