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Leaderboards / Wealth management software

Which companies AI engines name for wealth management software

The share of answers that named each company when buyers asked ChatGPT, Perplexity, Claude and Gemini for a recommendation in wealth management software. A count of what the engines said, not a verdict on who is better.

Snapshot · 30 September 2026
11 questions · 3 runs · 4 engines
129 usable answers of 132
2 answered from memory, without a web search
leaderboard / wealth-management-software / snapshot-2026-09-30scan 20
  1. 01Orion61%79 of 129
    ChatGPT67% · 20/30
    Perplexity48% · 16/33
    Claude67% · 22/33
    Gemini64% · 21/33
  2. 02Black Diamond50%65 of 129
    ChatGPT23% · 7/30
    Perplexity52% · 17/33
    Claude58% · 19/33
    Gemini67% · 22/33
  3. 03Tamarac45%58 of 129
    ChatGPT27% · 8/30
    Perplexity58% · 19/33
    Claude45% · 15/33
    Gemini48% · 16/33
  4. 04Envestnet43%56 of 129
    ChatGPT33% · 10/30
    Perplexity36% · 12/33
    Claude55% · 18/33
    Gemini48% · 16/33
  5. 05Addeparsubject of this scan34%44 of 129
    ChatGPT27% · 8/30
    Perplexity18% · 6/33
    Claude42% · 14/33
    Gemini48% · 16/33
    Full Cited Score for Addepar
  6. 06eMoney22%28 of 129
    ChatGPT7% · 2/30
    Perplexity30% · 10/33
    Claude15% · 5/33
    Gemini33% · 11/33
  7. 07Altruist12%15 of 129
    ChatGPT7% · 2/30
    Perplexity9% · 3/33
    Claude6% · 2/33
    Gemini24% · 8/33
  8. 08Nitrogen9%12 of 129
    ChatGPT0% · 0/30
    Perplexity0% · 0/33
    Claude9% · 3/33
    Gemini27% · 9/33

Select a company to see how often each engine named it.

How to read the bands

Rarely named0 to 24%
Sometimes named25 to 49%
Often named50 to 74%
Consistently named75 to 100%

Bands describe how often a company was named, not how good it is. Being named is also not the same as being cited as a source. In this snapshot Addepar was named in 44 answers and its own site, addepar.com, was cited in 11. Answers where an engine returned no sources are excluded, never counted as zero. How this is measured.

This data is published under CC BY 4.0: free to reuse, including commercially, with a link back to this page.