Dataset size
The latest AI Assistants for Financial Services run found 33 recommended brands and 28 cited sources in AI answers.
AI Assistants for Financial Services
This weekly AI Brand Index shows how AI tools answer buyer questions in the AI Assistants for Financial Services category. SupaIntent asks each LLM the same question: which brands are the most visible, significant, and recommended in that niche. Each system returns its own top. We track what brands are recommended, which cited sources are used and how positions move week to week. Use it to see the freshest AI visibility data for this category.
Updated 9 August 2026
Brands
Category coverage
33
ranked across AI engines
Sources
Evidence base
28
domains cited in answers
Brand sites
Official share
56%
from brand-owned domains
AI model filter
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Jump | 1 |
| Zocks | 2 |
| Watson Assistant for Financial Services | 3 |
| AlphaSense | 4 |
| Bloomberg AI | 5 |
What AI tools say about AI Assistants for Financial Services
Movement
What changed this week?
Sources
Which sources shape AI answers?
Answers in this category lean on vendor pages: Jump, Usecarly and Amazon are the most cited brand-owned sources, and official domains account for 56% of all citations.
Engines
Do AI engines agree on the leader?
The engines disagree on the leader. ChatGPT names Bloomberg AI, Google AI Mode and Gemini both name Jump first, and Perplexity names Watson Assistant for Financial Services.
Citation-ready
Key facts from this AI Brand Index report
Current leader
Jump ranks #1 for AI Assistants for Financial Services in the latest SupaIntent AI Brand Index run.
Top brands
Jump, Zocks, and Watson Assistant for Financial Services lead AI Assistants for Financial Services across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
Jump, Usecarly, and Amazon are the most cited brand sites in this category.
Weekly movement
Top 10 onlyEntered the index
New in the top 10
Watson Assistant for Financial Services#3
Bloomberg AI#5
FactSet Mercury#7
Microsoft Copilot for Financial Services#8
Carly#9
- ANand 1 more
Biggest gains
Moved up this week
AlphaSense8 to #4
Zocks5 to #2
Biggest losses
Moved down this week
Kasisto23 to #29
Kore.ai18 to #21
Aveni5 to #6
Rank history
Weekly rank changes for the current top 10
| Rank | Brand | Previous | Current | Change | Best |
|---|---|---|---|---|---|
| #1 | #2 | #1 | 1 | #1 | |
| #2 | #7 | #2 | 5 | #1 | |
| #3 | New | #3 | New | #3 | |
| #4 | #12 | #4 | 8 | #4 | |
| #5 | New | #5 | New | #5 | |
| #6 | #1 | #6 | 5 | #1 | |
| #7 | New | #7 | New | #7 | |
| #8 | New | #8 | New | #8 | |
| #9 | New | #9 | New | #9 | |
| #10 | New | #10 | New | #10 |
Current brand snapshot
33 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +1 | #8 | #1 | #1 | - | | |
| 2 | +5 | #6 | #3 | #2 | - | | |
| 3 | New | - | - | - | #1 | | |
| 4 | +8 | #3 | #6 | - | - | | |
| 5 | New | #1 | - | - | - | | |
| 6 | -5 | - | #2 | - | - | | |
| 7 | New | #2 | - | - | - | | |
| 8 | New | - | - | - | #2 | | |
| 9 | New | - | #10 | #4 | - | | |
| 10 | New | - | - | - | #3 | | |
| 11 | New | - | - | #3 | - | | |
| 12 | New | #4 | - | - | - | | |
| 13 | New | - | - | - | #4 | | |
| 14 | +8 | - | #4 | - | - | | |
| 15 | New | - | #5 | - | - | | |
| 16 | New | - | - | #5 | - | | |
| 17 | New | #5 | - | - | - | | |
| 18 | New | - | - | #6 | - | | |
| 19 | New | - | - | - | #5 | | |
| 20 | New | - | - | #7 | - | | |
| 21 | -18 | - | #7 | - | - | | |
| 22 | New | - | - | - | #6 | | |
| 23 | New | #7 | - | - | - | | |
| 24 | +4 | - | #8 | - | - | | |
| 25 | New | - | - | - | #7 | | |
| 26 | New | - | - | #8 | - | | |
| 27 | New | - | - | - | #8 | | |
| 28 | New | - | #9 | - | - | | |
| 29 | -23 | - | - | #9 | - | | |
| 30 | New | #9 | - | - | - | | |
| 31 | New | - | - | - | #9 | | |
| 32 | +1 | - | - | #10 | - | | |
| 33 | New | #10 | - | - | - | |
Current source snapshot
28 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | JumpOfficial | 6 | |
| 2 | UsecarlyOfficial | 4 | |
| 3 |  AmazonOfficial | 3 | |
| 4 | 3 | | |
| 5 | MorningstarOfficial | 3 | |
| 6 | 3 | | |
| 7 | 3 | | |
| 8 | 2 | | |
| 9 | 2 | | |
| 10 | FactsetOfficial | 2 | |
| 11 | BloombergOfficial | 2 | |
| 12 | Alpha SenseOfficial | 1 | |
| 13 | AveniOfficial | 1 | |
| 14 | 1 | | |
| 15 | 1 | | |
| 16 | 1 | | |
| 17 | 1 | | |
| 18 | 1 | | |
| 19 | HazelOfficial | 1 | |
| 20 | IbmOfficial | 1 | |
| 21 | 1 | | |
| 22 | MicrosoftOfficial | 1 | |
| 23 | OracleOfficial | 1 | |
| 24 | SalesforceOfficial | 1 | |
| 25 | 1 | | |
| 26 | 1 | | |
| 27 | 1 | | |
| 28 | YchartsOfficial | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Bloomberg AI | 1 |
| FactSet Mercury | 2 |
| AlphaSense | 3 |
| Morningstar Direct Advisory Suite AI Assistant | 4 |
| Rogo | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | New | #1 | - | - | - | | |
| 2 | New | #2 | - | - | - | | |
| 3 | New | #3 | - | - | - | | |
| 4 | New | #4 | - | - | - | | |
| 5 | New | #5 | - | - | - | | |
| 6 | -5 | #6 | - | - | - | | |
| 7 | New | #7 | - | - | - | | |
| 8 | -6 | #8 | - | - | - | | |
| 9 | New | #9 | - | - | - | | |
| 10 | New | #10 | - | - | - | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Jump | 1 |
| Aveni | 2 |
| Zocks | 3 |
| Zeplyn | 4 |
| Cognicor | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | #1 | - | - | | |
| 2 | 0 | - | #2 | - | - | | |
| 3 | New | - | #3 | - | - | | |
| 4 | New | - | #4 | - | - | | |
| 5 | New | - | #5 | - | - | | |
| 6 | New | - | #6 | - | - | | |
| 7 | 0 | - | #7 | - | - | | |
| 8 | New | - | #8 | - | - | | |
| 9 | New | - | #9 | - | - | | |
| 10 | New | - | #10 | - | - | |
Current source snapshot
7 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 3 | | |
| 2 | 3 | | |
| 3 | 2 | | |
| 4 | Alpha SenseOfficial | 1 | |
| 5 | AveniOfficial | 1 | |
| 6 | JumpOfficial | 1 | |
| 7 | UsecarlyOfficial | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Jump | 1 |
| Zocks | 2 |
| Hazel AI | 3 |
| Carly AI | 4 |
| FP Alpha | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | New | - | - | #1 | - | | |
| 2 | New | - | - | #2 | - | | |
| 3 | New | - | - | #3 | - | | |
| 4 | New | - | - | #4 | - | | |
| 5 | New | - | - | #5 | - | | |
| 6 | New | - | - | #6 | - | | |
| 7 | New | - | - | #7 | - | | |
| 8 | New | - | - | #8 | - | | |
| 9 | -8 | - | - | #9 | - | | |
| 10 | New | - | - | #10 | - | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Watson Assistant for Financial Services | 1 |
| Microsoft Copilot for Financial Services | 2 |
| Google Cloud Contact Center AI (Financial Services use) | 3 |
| Salesforce Einstein (Financial Services AI)** | 4 |
| Pegasus AI (Financial Services Platform) | 5 |
AWS Artificial Intelligence for Financial ServicesCurrent brand snapshot
9 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | New | - | - | - | #1 | | |
| 2 | New | - | - | - | #2 | | |
| 3 | New | - | - | - | #3 | | |
| 4 | New | - | - | - | #4 | | |
| 5 | New | - | - | - | #5 | | |
| 6 | New | - | - | - | #6 | | |
| 7 | New | - | - | - | #7 | | |
| 8 | New | - | - | - | #8 | | |
| 9 | New | - | - | - | #9 | |
Current source snapshot
10 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | AmazonOfficial | 1 | |
| 2 | 1 | | |
| 3 | 1 | | |
| 4 | 1 | | |
| 5 | IbmOfficial | 1 | |
| 6 | MicrosoftOfficial | 1 | |
| 7 | OracleOfficial | 1 | |
| 8 | SalesforceOfficial | 1 | |
| 9 | 1 | | |
| 10 | 1 | |
Common AI search questions about AI Assistants for Financial Services
Q1
Who leads AI Assistants for Financial Services in AI answers?
Jump is the most recommended AI assistants for financial services brand in the latest AI Brand Index run. The next highest-ranked brands are Zocks and Watson Assistant for Financial Services. The engines disagree on the leader. ChatGPT names Bloomberg AI, Google AI Mode and Gemini both name Jump first, and Perplexity names Watson Assistant for Financial Services.
Q2
Which cited sources are used for AI Assistants for Financial Services?
The most cited sources for AI assistants for financial services recommendations are Jump, Usecarly and Amazon, out of 28 tracked sources. Answers in this category lean on vendor pages: Jump, Usecarly and Amazon are the most cited brand-owned sources, and official domains account for 56% of all citations. The main independent sources are G2, Neurons Lab and Wealthtechtoday.
Q3
How fresh is this AI Assistants for Financial Services ranking?
The AI Brand Index updates every Sunday. In the latest run, Watson Assistant for Financial Services, Bloomberg AI, FactSet Mercury, Microsoft Copilot for Financial Services and Carly and 1 other brand entered the top 10 and Kasisto, Kore.ai, AlphaSense, Zocks and Aveni moved three or more positions in the AI assistants for financial services index.
How to cite this report
Cite the canonical SupaIntent report page when referencing this AI visibility ranking.
SupaIntent AI Brand Index: AI Assistants for Financial Services. https://supaintent.com/ai-brand-index/vertical-industry-financial-services-software-ai-assistants-for-financial-services
Report data
Download the same ranking data used by the chart, tables and Dataset schema.
AI Brand Index methodology
Rankings use collected AI answers, cited sources, brand-site matching, and provider-level position history.
- SupaIntent measures buying-intent AI answers across ChatGPT, Google AI Mode, Gemini and Perplexity.
- This report uses the latest observed AI answers for AI Assistants for Financial Services, including 33 recommended brands and 28 cited sources.
- Brand sites are identified from official domains and subdomains, then separated from review, community and publisher sources.
- Weekly movement compares the latest rank with the previous collected position for each brand.
Reveal where AI sends your clients
Track prompt-level visibility across ChatGPT, Gemini, Perplexity, and Google AI search. See which competitors win the answer, which sources shape the response, and where your brand is missing.