Findrix

Finance & Insurance in AI answers,
United States

See which brands AI recommends across finance & insurance markets, who shows up
across categories, and which sources shape those recommendations.

Markets
3
Top-20 brands
80
AI answers
3,600
AI engines
3

01 · Market landscape

How does AI visibility differ
across Finance & Insurance markets?

See which brands lead each Finance & Insurance market on Gemini and how many brands it ranks.

Gemini
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Leaders hold similar positions across Finance & Insurance markets.On Gemini, Rate.com appears in 70.8% of mortgage & home financing services answers; the lowest-rated leader, RSM US, in 43.5% of tax preparation & accounting services answers.

Source: Findrix research. Gemini, 3 Finance & Insurance markets. Measured Oct 2026.

02 · Competitive landscape

Which brands show up across Finance & Insurance markets?

See which brands make Gemini’s top 20 in more than one Finance & Insurance market, and where their visibility is strongest.

Gemini
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#BrandMarkets in top 20Mortgage & Home Financing ServicesWealth Management & Financial AdviceTax Preparation & Accounting Services
1Rate.com1/370.8%Not in top 20Not in top 20
2Rocket Mortgage1/363.7%Not in top 20Not in top 20
3Morgan Stanley1/3Not in top 2056.5%Not in top 20
4Creative Planning1/3Not in top 2049.5%Not in top 20
5RSM US1/3Not in top 20Not in top 2043.5%
6Navy Federal Credit Union1/343.0%Not in top 20Not in top 20
7Mariner Wealth Advisors1/3Not in top 2042.0%Not in top 20
8BDO1/3Not in top 20Not in top 2040.0%
9Mercer Advisors1/3Not in top 2039.8%Not in top 20
10Chase1/338.0%Not in top 20Not in top 20

No brand makes the top 20 of more than one Finance & Insurance market.On Gemini, every one of the 60 top-20 brands is specific to its market.

Source: Findrix research. Gemini, 3 Finance & Insurance markets. Measured Oct 2026.

03 · Sources

Who shapes Finance & Insurance recommendations?

The domains Gemini cites most often across Finance & Insurance markets.

Gemini
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cnbc.com is Gemini’s most-cited Finance & Insurance source.It takes 10.6% of Gemini citations; the top 10 domains together take 26.0% of 849 cited domains.

Source: Findrix research. Gemini, 849 cited domains across 3 Finance & Insurance markets. Measured Oct 2026.

Radar · Finance & Insurance · US

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Frequently asked questions

What does the Findrix Finance & Insurance report measure?

Which brands ChatGPT, Gemini and Google AI Mode name when buyers in the United States ask for finance & insurance recommendations, and which sites those engines cite. It covers 3 Finance & Insurance markets, each measured on its own set of buyer questions in Oct 2026.

Which markets are included in the Finance & Insurance dataset?

3 United States markets: tax preparation & accounting services, mortgage & home financing services and wealth management & financial advice. Each has its own questions, brands and ranking.

What does “mention rate” mean?

The share of an engine’s answers to a market’s buyer questions that name the brand. Each question is asked once to each engine. Every rate carries a 95% range: when the ranges of two brands overlap, their ranks are not really different.

Why are rates shown for one engine at a time?

Each engine answers a different number of questions with its own sources, so its rates have their own denominator. Adding them up would compare unlike numbers — pick an engine to see its view of every market.

Why is a brand’s cell empty in a market?

The table shows each engine’s published top 20 per market. An empty cell means the brand is not in that top 20 — it may still be named, just less often than the brands above it.

Can I compare mention rates across different markets?

Only with care. Every market has its own question set and its own number of competing brands, so a lower rate in a crowded market can be a stronger position than a higher rate in a concentrated one. Compare brands within a market; across markets, compare places, not rates.

Where do the questions in this dataset come from?

From the way people actually shop each category: recommendation, comparison and problem-first questions, 400 per market. The set is fixed for a measurement, so every brand in a market is judged on the same questions.

How often is the data updated?

Every market is a dated measurement — the Finance & Insurance figures on this page were collected in Oct 2026. We re-measure markets and add new ones over time; the date on the page always tells you which run you are looking at.

How can I find my brand in the Finance & Insurance report?

Type your full brand name into the search at the top of this page — it is an exact match across every brand in our published top 20s. Not there yet? Start a free trial and we will measure your brand in your own market.