Dataset size
The latest AI Assistants for Financial Services run found 25 recommended brands and 23 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 which brands are recommended, which sources are cited, and how rankings change week over week. Use it to see the freshest AI visibility data for this category.
Updated 4 October 2026
Brands
Category coverage
25
ranked across AI engines
Sources
Evidence base
23
domains cited in answers
Brand sites
Official share
70%
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 |
| Boost.ai | 3 |
| Kasisto | 4 |
| Salesforce | 5 |
What AI tools say about AI Assistants for Financial Services
Movement
What changed this week?
Jump held the top position, but the ranking below it moved sharply: DataSnipper, Kensho and Personetics dropped at least three positions.
Sources
Which sources shape AI answers?
Answers in this category lean on vendor pages: Kore, Jump and Zocks are the most cited brand-owned sources, and official domains account for 70% of all citations.
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 Boost.ai lead AI Assistants for Financial Services across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
G2, Kore, and Jump are the most cited brand sites in this category.
Weekly movement
Top 10 onlyBiggest gains
Moved up this week
Kore.ai8 to #7
Boost.ai6 to #3
Kasisto3 to #4
Biggest losses
Moved down this week
DataSnipper13 to #23
Kensho6 to #9
Personetics6 to #15
Unchanged at the top
Leader held position
Jumpstayed #1
Rank history
Weekly rank changes for the current top 10
| Rank | Brand | Previous | Current | Change | Best |
|---|---|---|---|---|---|
| #1 | #1 | #1 | 0 | #1 | |
| #2 | #3 | #2 | 1 | #1 | |
| #3 | #9 | #3 | 6 | #2 | |
| #4 | #7 | #4 | 3 | #1 | |
| #5 | #4 | #5 | 1 | #2 | |
| #6 | #5 | #6 | 1 | #2 | |
| #7 | #15 | #7 | 8 | #1 | |
| #8 | #9 | #8 | 1 | #6 | |
| #9 | #3 | #9 | 6 | #3 | |
| #10 | #11 | #10 | 1 | #10 |
Current brand snapshot
25 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | #3 | #5 | #1 | - | | |
| 2 | +1 | #1 | - | #2 | - | | |
| 3 | +6 | - | #2 | #4 | - | | |
| 4 | +3 | - | #1 | #5 | - | | |
| 5 | -1 | #2 | - | - | - | | |
| 6 | -1 | - | #3 | - | - | | |
| 7 | +8 | - | - | #3 | - | | |
| 8 | +1 | #4 | - | - | - | | |
| 9 | -6 | - | #4 | - | - | | |
| 10 | +1 | #5 | - | - | - | | |
| 11 | +5 | - | #6 | - | - | | |
| 12 | +8 | - | - | #6 | - | | |
| 13 | +2 | #6 | - | - | - | | |
| 14 | +11 | - | - | #7 | - | | |
| 15 | -6 | - | #7 | - | - | | |
| 16 | -1 | #7 | - | - | - | | |
| 17 | New | - | #8 | - | - | | |
| 18 | -7 | - | - | #8 | - | | |
| 19 | -6 | #8 | - | - | - | | |
| 20 | New | - | #9 | - | - | | |
| 21 | -5 | #9 | - | - | - | | |
| 22 | -5 | - | - | #9 | - | | |
| 23 | -13 | - | - | #10 | - | | |
| 24 | New | #10 | - | - | - | | |
| 25 | -13 | - | #10 | - | - | |
Current source snapshot
23 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 10 | | |
| 2 | KoreOfficial | 6 | |
| 3 | JumpOfficial | 3 | |
| 4 | ZocksOfficial | 2 | |
| 5 | 247Official | 1 | |
| 6 | Alpha SenseOfficial | 1 | |
| 7 | AuquanOfficial | 1 | |
| 8 | BaltoOfficial | 1 | |
| 9 | 1 | | |
| 10 | BoostOfficial | 1 | |
| 11 | CognicorOfficial | 1 | |
| 12 | DatasnipperOfficial | 1 | |
| 13 | EnvestnetOfficial | 1 | |
| 14 | FinterestOfficial | 1 | |
| 15 | GremindersOfficial | 1 | |
| 16 | 1 | | |
| 17 | KasistoOfficial | 1 | |
| 18 | KenshoOfficial | 1 | |
| 19 | PersoneticsOfficial | 1 | |
| 20 | PractifiOfficial | 1 | |
| 21 | Pulse360Official | 1 | |
| 22 | SalesforceOfficial | 1 | |
| 23 | WealthboxOfficial | 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 |
|---|---|
| Zocks | 1 |
| Salesforce | 2 |
| Jump | 3 |
| GReminders | 4 |
| Auquan | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +6 | #1 | - | - | - | | |
| 2 | +3 | #2 | - | - | - | | |
| 3 | +5 | #3 | - | - | - | | |
| 4 | 0 | #4 | - | - | - | | |
| 5 | 0 | #5 | - | - | - | | |
| 6 | 0 | #6 | - | - | - | | |
| 7 | +1 | #7 | - | - | - | | |
| 8 | -4 | #8 | - | - | - | | |
| 9 | -2 | #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 |
|---|---|
| Kasisto | 1 |
| Boost.ai | 2 |
| AlphaSense | 3 |
| Kensho | 4 |
| Jump | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +1 | - | #1 | - | - | | |
| 2 | +1 | - | #2 | - | - | | |
| 3 | -1 | - | #3 | - | - | | |
| 4 | -3 | - | #4 | - | - | | |
| 5 | +1 | - | #5 | - | - | | |
| 6 | New | - | #6 | - | - | | |
| 7 | +3 | - | #7 | - | - | | |
| 8 | New | - | #8 | - | - | | |
| 9 | New | - | #9 | - | - | | |
| 10 | -1 | - | #10 | - | - | |
Current source snapshot
10 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 247Official | 1 | |
| 2 | Alpha SenseOfficial | 1 | |
| 3 | BaltoOfficial | 1 | |
| 4 | 1 | | |
| 5 | BoostOfficial | 1 | |
| 6 | EnvestnetOfficial | 1 | |
| 7 | JumpOfficial | 1 | |
| 8 | KasistoOfficial | 1 | |
| 9 | KenshoOfficial | 1 | |
| 10 | PersoneticsOfficial | 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 |
| Kore.ai | 3 |
| Boost.ai | 4 |
| Kasisto | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | #1 | - | | |
| 2 | -1 | - | - | #2 | - | | |
| 3 | +3 | - | - | #3 | - | | |
| 4 | 0 | - | - | #4 | - | | |
| 5 | -2 | - | - | #5 | - | | |
| 6 | -4 | - | - | #6 | - | | |
| 7 | +3 | - | - | #7 | - | | |
| 8 | 0 | - | - | #8 | - | | |
| 9 | -2 | - | - | #9 | - | | |
| 10 | -6 | - | - | #10 | - | |
Current source snapshot
5 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | KoreOfficial | 6 | |
| 2 | DatasnipperOfficial | 1 | |
| 3 | 1 | | |
| 4 | JumpOfficial | 1 | |
| 5 | ZocksOfficial | 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 Boost.ai. Per-engine leader data is not available for this run.
Q2
Which cited sources are used for AI Assistants for Financial Services?
The most cited sources for AI assistants for financial services recommendations are G2, Kore and Jump, out of 23 tracked sources. Answers in this category lean on vendor pages: Kore, Jump and Zocks are the most cited brand-owned sources, and official domains account for 70% of all citations. The main independent sources are G2, Bebee and Incomelaboratory.
Q3
How fresh is this AI Assistants for Financial Services ranking?
The AI Brand Index updates every Sunday. In the latest run, DataSnipper, Kore.ai, Boost.ai, Kensho and Personetics and 1 other brand 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 25 recommended brands and 23 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.
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