AI Voice Share Landscape

Wealth Management & Family Office

Which vendors are being cited in AI answers when buyers research wealth management & family office? Data from 80 AI queries across ChatGPT, Claude, Gemini, Perplexity, and Google AI Overviews.

Last measured July 16, 2026 · Methodology

AI Voice Share Leaderboard

1
Morganstanley42.6%
2
Ubs36.2%
3
Creativeplanning29.8%
4
Jpmorgan29.8%
5
Schwab14.9%
6
Citigroup14.9%
7
Goldmansachs14.9%
8
Fidelity12.8%
9
Merceradvisors12.8%
10
Ceritypartners10.6%
11
Bessemertrust10.6%
12
Bankofamerica8.5%

Voice share = % of AI answers that mentioned each vendor across 80 buyer-intent queries. Pipeline estimate based on category query volume × citation CTR (2.5%) × opportunity rate (5%) × estimated ACV. For context only — not audited pipeline figures. Full methodology →

What AI voice share means for wealth management & family office vendors

B2B buyers increasingly start vendor research in AI engines. When a buyer asks ChatGPT or Perplexity which wealth management & family office vendor to evaluate, the answer shapes their shortlist before they visit a single website. Vendors with high voice share get into consideration sets they didn't have to earn through ads or SEO.

This data is measured via standardized, context-free API calls — the same query sent to each LLM in a fresh session, repeated across 12 buyer-intent prompts. It represents baseline citation behavior, not personalized results.

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Data published by Catalyst GTM. Updated each time a new industry map is rendered. Coefficients and methodology at gotcatalyst.com/aeo-methodology. Voice share is measured at a point in time and does not represent permanent rankings.