Wealth management software: AI search visibility ranking (2026)
How AI search engines rank wealth management software by visibility and citations. 20 brands measured monthly across Google AI Mode: which brands the AI names in answers, which domains it cites as sources, and how the leaders compare. Software used by advisors and wealth firms to manage portfolios, planning, client reporting, compliance, and investment operations. Composite score: 70% visibility (% of AI answers naming the brand) + 30% citation rate (% citing the brand's domain). Full methodology →
Refreshed Jun 14, 2026Download this ranking as a PDF
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At a glance
What we observed in this categoryauto-generated
Addepar holds the top rank in this category with a visibility score of 25.0%, which is ten times the category average of 2.5%. That gap is significant because it means Addepar is named in AI responses far more frequently than any peer, yet 17 of the 20 tracked brands register zero visibility. Black Diamond and SS&C Black Diamond both sit at 12.5%, roughly double the average, but well behind Addepar. The concentration of visibility among just three brands signals a narrow competitive field in AI-generated answers.
A striking pattern in this data is that visibility and citation are entirely decoupled. Addepar leads on visibility at 25.0% but holds a citation rate of 0.0%, identical to every other brand in the category. This means Google AI Mode names these brands in responses without linking back to their own domains. Being named is not the same as being trusted as a source, and no brand in this category has yet converted visibility into verifiable citation authority within AI outputs.
The top cited sources in this category are third-party review and software comparison platforms, including capterra.com and softwarereviews.com, alongside community sites like reddit.com and youtube.com. Brand-owned domains are absent from the citation list entirely. The AI appears to anchor its category knowledge on aggregator and review content rather than vendor websites, which explains why even the highest-visibility brands carry zero citation scores. Masttro.com and creatio.com also appear, suggesting niche or adjacent vendors are influencing AI source selection.
Movers & shakers since last refresh
Biggest visibility risers
-
Addepar 0% → 25% · rank #0 → #1+25pp
-
Black Diamond 0% → 12% · rank #0 → #2+12pp
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SS&C Black Diamond 0% → 12% · rank #0 → #3+12pp
The ranking
| # | Brand | Visibility | Citation | Top engine |
|---|---|---|---|---|
| 1 |
addepar.com
|
25% | 0% | Google AI Mode |
Addepar leads all 20 tracked brands with 25.0% visibility, ten times the 2.5% category average, but holds a 0.0% citation rate matching every other brand. |
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| 2 |
blackdiamond.advent.com
|
12% | 0% | Google AI Mode |
Black Diamond shares the second-place position at 12.5% visibility, five times the category average, yet earns no citations, the same floor as all ranked peers. |
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| 3 |
ssctech.com
|
12% | 0% | Google AI Mode |
SS&C Black Diamond matches Black Diamond exactly at 12.5% visibility and 0.0% citations, raising a possible double-counting concern given the shared product lineage. |
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| 4 |
orion.com
|
0% | 0% | Google AI Mode |
Orion records zero visibility and zero citations despite being a well-known platform, placing it among the 17 brands entirely absent from current AI-generated responses. |
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| 5 |
envestnet.com
|
0% | 0% | Google AI Mode |
Envestnet Tamarac sits at rank 5 with 0.0% visibility and 0.0% citations, indistinguishable in AI output from six other named brands below it in the table. |
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| 6 |
emoneyadvisor.com
|
0% | 0% | Google AI Mode |
| 7 |
moneyguidepro.com
|
0% | 0% | Google AI Mode |
| 8 |
morningstar.com
|
0% | 0% | Google AI Mode |
| 9 |
nitrogenwealth.com
|
0% | 0% | Google AI Mode |
| 10 |
practifi.com
|
0% | 0% | Google AI Mode |
| 11 |
wealthbox.com
|
0% | 0% | Google AI Mode |
| 12 |
rightcapital.com
|
0% | 0% | Google AI Mode |
| 13 |
advisor360.com
|
0% | 0% | Google AI Mode |
| 14 |
seic.com
|
0% | 0% | Google AI Mode |
| 15 |
broadridge.com
|
0% | 0% | Google AI Mode |
| 16 |
fiserv.com
|
0% | 0% | Google AI Mode |
| 17 |
investcloud.com
|
0% | 0% | Google AI Mode |
| 18 |
axyon.ai
|
0% | 0% | Google AI Mode |
| 19 |
advyzon.com
|
0% | 0% | Google AI Mode |
| 20 |
redtailtechnology.com
|
0% | 0% | Google AI Mode |
Sources AI engines trust in this category
Across the 8 buyer-intent queries we ran on wealth management software, these are the domains Google AI Mode cited most often. If you're not on this list — or if your competitors are — that's a concrete PR / linkbuilding target.
How to read this ranking
Four things worth knowing before you act on the numbers above. These are the same definitions across every industry page — for category-specific observations, see the What we observed section above (where available) and the per-brand insights inline in the ranking.
Visibility = being named
A brand's visibility % is the share of AI answers that mention it by name in the response prose. This is who AI engines actively recommend to the buyer.
Citation rate = being trusted
Citation rate is the share of AI answers that include the brand's domain as a clickable source link. This is what the AI treats as authoritative evidence — different from being named.
Top engine differs by brand
The "top engine" column shows which AI surface each brand performs best on. Big gaps between a brand's score across engines usually points to specific content or schema gaps.
Rankings move month to month
AI engines re-crawl and re-rank on shorter cycles than classical search. We re-audit every brand on this list at least every 30 days and refresh this page automatically.
Get your own wealth management software brand audited
The brands above were curated from public market-leader lists. Want the same measurement against your own brand — including the queries you appear on, which competitors get named instead, and a prioritised fix list? Run a free preview.
Frequently asked about wealth management software AI visibility
Who leads AI visibility in wealth management software?
Addepar leads with 25.0% visibility in Google AI Mode, which is ten times the category average of 2.5%. Black Diamond and SS&C Black Diamond follow at 12.5% each, with all other tracked brands at zero.
What is the average AI visibility for wealth management software brands?
The category average visibility is 2.5% across 20 tracked brands, with the average citation rate sitting at 0.0%, meaning no brand is currently being cited as a source in AI responses.
What sources does Google AI Mode cite most for wealth management software research?
The top cited sources include masttro.com, creatio.com, softwarereviews.com, capterra.com, reddit.com, and youtube.com. No brand-owned vendor domain appears in the cited sources list.
Do high-visibility brands in this category also earn citations from AI?
No. Even Addepar, the top-ranked brand at 25.0% visibility, holds a 0.0% citation rate, showing that AI names these brands in responses without linking back to their own domains.
Which wealth management software brands have zero AI visibility?
Seventeen of the 20 tracked brands register 0.0% visibility, including Orion, Envestnet Tamarac, eMoney Advisor, MoneyGuidePro, Morningstar Office, Nitrogen, and Practifi.
Which AI engine dominates visibility for wealth management software brands?
Google AI Mode is the top engine for every brand in the dataset. No other engine is identified as a primary driver for any of the 20 tracked brands.