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
- 2
- Top-20 brands
- 53
- AI answers
- 8,952
- AI engines
- 4
01 · Market landscape
How does AI visibility differ
across Finance & Insurance markets?
See which brands lead each Finance & Insurance market on Perplexity and how many brands it ranks.
| # | Market | Most named brand | Leader’s mention rate | Brands | Open |
|---|---|---|---|---|---|
| 1 | Mortgages & Home Loans | Rocket Mortgage | 41 | ||
| 2 | Wealth Management & Financial Advice | Fidelity Investments | 48 |
02 · Competitive landscape
Which brands show up across Finance & Insurance markets?
See which brands make Perplexity’s top 20 in more than one Finance & Insurance market, and where their visibility is strongest.
| # | Brand | Markets in top 20 | Mortgages & Home Loans | Wealth Management & Financial Advice |
|---|---|---|---|---|
| 1 | Rocket Mortgage | 1/2 | 8.0% | Not in top 20 |
| 2 | Fidelity Investments | 1/2 | Not in top 20 | 4.9% |
| 3 | Charles Schwab | 1/2 | Not in top 20 | 4.6% |
| 4 | Morgan Stanley Wealth Management | 1/2 | Not in top 20 | 4.5% |
| 5 | Raymond James | 1/2 | Not in top 20 | 2.3% |
| 6 | LPL Financial | 1/2 | Not in top 20 | 2.2% |
| 7 | Vanguard | 1/2 | Not in top 20 | 2.0% |
| 8 | Betterment | 1/2 | Not in top 20 | 1.9% |
| 9 | Merrill | 1/2 | Not in top 20 | 1.9% |
| 10 | Schwab Intelligent Portfolios | 1/2 | Not in top 20 | 1.9% |
03 · Sources
Who shapes Finance & Insurance recommendations?
The domains Perplexity cites most often across Finance & Insurance markets.
Frequently asked questions
What does the Findrix Finance & Insurance report measure?
Which brands ChatGPT, Gemini, Google AI Mode and Perplexity name when buyers in the United States ask for finance & insurance recommendations, and which sites those engines cite. It covers 2 Finance & Insurance markets, each measured on its own set of buyer questions in Sep 2026.
Which markets are included in the Finance & Insurance dataset?
2 United States markets: mortgages & home loans and wealth management & financial advice. Each has its own questions, brands and ranking.
What does “mention rate” mean?
The share of buyer questions where an engine names the brand. Each question is asked 3 times 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, 346–400 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 Sep 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.