AI Voice Share Landscape
Wealth Management & Advisory
Which vendors are being cited in AI answers when buyers research wealth management & advisory? Data from 80 AI queries across ChatGPT, Claude, Gemini, Perplexity, and Google AI Overviews.
Last measured August 5, 2026 · Methodology
AI Voice Share Leaderboard
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 & advisory vendors
B2B buyers increasingly start vendor research in AI engines. When a buyer asks ChatGPT or Perplexity which wealth management & advisory 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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Run your free scan →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.