Inserviss Labs
Cross-study leaderboard · Preview

The AI Visibility Index

Every firm across our 3 published directional studies, in one ranked list — each engine shown separately, never averaged into a single score. This is a working preview built from already-measured data: N = 1 per engine per question, a directional read rather than a statistical benchmark. A public, standing index (re-measured on a cadence, opt-in for tracked firms) is a natural next step if this is useful — not yet built.

Study
#FirmChatGPTGeminiPerplexity
1UBS
26
34
22
2Morgan Stanley Private Wealth Management
wirehouse / private bank · U.S. Wealth Management in AI Answers
19
36
14
3Pictet
14
34
13
4UBS Private Wealth Management
wirehouse / private bank · U.S. Wealth Management in AI Answers
18
35
7
5Julius Baer
17
30
8
6Lombard Odier
10
33
10
7J.P. Morgan Private Bank
wirehouse / private bank · U.S. Wealth Management in AI Answers
9
37
5
8Goldman Sachs Private Wealth Management
wirehouse / private bank · U.S. Wealth Management in AI Answers
5
20
7
9Northern Trust
wirehouse / private bank · U.S. Wealth Management in AI Answers
3
27
2
10Bessemer Trust
5
25
2
11Merrill
wirehouse / private bank · U.S. Wealth Management in AI Answers
12
13
3
12Creative Planning
0
14
11
13Mercer Advisors
0
5
16
14Union Bancaire Privée
2
10
6
15BNY Wealth
wirehouse / private bank · U.S. Wealth Management in AI Answers
1
12
3
16Vontobel
4
9
2
17Sygnum
1
8
6
18LGT
0
11
3
19AMINA Bank
2
7
5
20Rockefeller Capital Management
1
13
0
21Wells Fargo Private Bank
wirehouse / private bank · U.S. Wealth Management in AI Answers
6
6
0
22Mariner Wealth Advisors
1
7
4
23Cerity Partners
1
7
4
24EFG International
0
8
3
25Mirabaud
0
7
4
26Marcuard Heritage
independent asset manager · Boutique Wealth Management in AI Answers
0
10
1
27J. Safra Sarasin
0
7
2
28Bordier & Cie
1
7
0
29Alpen Partners
independent asset manager · Boutique Wealth Management in AI Answers
0
6
2
30Rothschild & Co
1
4
1
31Aquila
independent asset manager · Boutique Wealth Management in AI Answers
0
6
0
32REYL Intesa Sanpaolo
0
5
0
33Pathstone
1
4
0
34Bank Syz
1
0
3
351875 Finance
independent asset manager · Boutique Wealth Management in AI Answers
1
3
0
36VZ VermögensZentrum
independent asset manager · Boutique Wealth Management in AI Answers
0
3
1
37Fisher Investments
0
2
2
38Edelman Financial Engines
0
1
2
39Kaiser Partner
independent asset manager · Boutique Wealth Management in AI Answers
0
1
1
40Corient
2
0
0
41Brown Advisory
1
0
1
42Prime Partners
independent asset manager · Boutique Wealth Management in AI Answers
0
1
0
43PLEION
independent asset manager · Boutique Wealth Management in AI Answers
0
0
1
44Zugerberg Finanz
independent asset manager · Boutique Wealth Management in AI Answers
0
0
1
45Hightower Advisors
1
0
0
46Bruellan
independent asset manager · Boutique Wealth Management in AI Answers
0
0
0
47Forum Finance
independent asset manager · Boutique Wealth Management in AI Answers
0
0
0
48Bellevue
independent asset manager · Boutique Wealth Management in AI Answers
0
0
0
49Salm-Salm & Partner
independent asset manager · Boutique Wealth Management in AI Answers
0
0
0
50Tresono Family Office
independent asset manager · Boutique Wealth Management in AI Answers
0
0
0
51Berenberg
0
0
0
52Bank Gutmann
0
0
0
53Merck Finck
0
0
0
54Fürst Fugger Privatbank
0
0
0

Sorted by total mentions summed across the engines each firm was actually measured on — engines are never blended into one score, and “not measured” means that engine wasn’t part of that study’s run, not zero citations.

Data pulled directly from Swiss Private Banking, Boutique Wealth Management and U.S. Wealth Management. Every study’s own page has the full methodology and question list.