Copilot cut

Leading Asset Management & Wealth Brands in AI Search in Canada

The same monthly sample, re-ranked using only Copilot answers.

October 2026 edition

Across the six months through October 2026, J.P. Morgan leads AI search visibility in Asset Management & Wealth on Copilot in Canada with a Goodie visibility score of 78.8, ahead of iShares (77.9) and Morgan Stanley (77.5). The median score across the 10 ranked brands is 76.9, and a score above 74.1 reaches the top ten. The most-cited source grounding these answers is morningstar.com at 2.7% of all citations, while brand-owned pages account for just 31.5%.

35k prompts · 2.6m AI answers · 11.4m citations · Goodie AI Visibility Index

Industry Benchmarks

October 2026 · Asset Management & Wealth · Copilot
What good looks like in this category. Read a brand's own score against these before looking at who is winning.
Median visibility score
76.9
Half of the 10 ranked asset management & wealth brands score below this. The midpoint, not the average, so a few dominant brands do not distort it.
Index-wide median is 71.6
Score to enter the top 10
74.1
Clearing 74.1 puts a brand in the category top ten. The bar sits 2.8 points below the midpoint, so the leaderboard is closely contested.
Brands named per answer
6.1
A typical answer names six brands, so the consideration set is wide and a mention is comparatively easy to earn.
Index-wide average is 7.0
Citation mix
  • UGC 1%
  • Editorial 11%
  • Reference 6%
  • Other 82%
Other leads the third-party sources grounding asset management & wealth answers. Brand-owned citations sit in the next cell and are not counted here. “Other” covers domains we have not classified into a type yet.
Brand-owned citation share
31.5%
Owned content is in line with the index-wide average here.
Index-wide average is 26.8%
Industry sentiment
60/100
Mean tone of mentions across the ranked brands that carry a measured value. Per-brand sentiment sits on each brand profile.
Prompts sampled
35k
Real buyer phrasing, 4 models
AI answers analysed
2.6m
320k in October · ▲ 9.2% vs September
Citations parsed
11.4m
1m in October · ▼ 0.4% vs September
Brands observed
970
10 ranked here · 960 unranked

Brand Visibility Leaderboard

Brand visibility leaderboard for Asset Management & Wealth, ranked by six-month average AI visibility score
#BrandVisibility scoreShare of voiceModelsΔ vs last monthSentimentTop cited source
01J.P. Morgan
78.8
10.3%Copilot—65cnbc.com
02iShares
77.9
10.2%Copilot—68zakatinvest.com
03Morgan Stanley
77.5
10.1%Copilot—36rbcwealthmanagement.com
04Wealthsimple
77.4
10.1%Copilot—59bestmutualfunds.ca
05Saturna Capital
77.4
10.1%Copilot—54amalinvest.com
06Wahed
76.5
10.0%Copilot▼ 6.754lifemoney.ca
07SP Funds
75.6
9.9%Copilot▼ 6.757lifemoney.ca
08Vanguard
75.2
9.8%Copilot▼ 3.673etf.com
09Questrade
74.3
9.7%Copilot—60bestmutualfunds.ca
10BlackRock
74.1
9.7%Copilot▲ 1.078etf.com
10 ranked · visibility is a six-month averageTop source = most frequent source in answers mentioning the brand · Δ compares Oct with Sep

Most-Cited Domains

The answer supply chain
Most-cited domains in AI answers for Asset Management & Wealth
#DomainCitation shareΔ vs last month
01morningstar.com
2.7%
▼ 2.7
02forbes.com
2.7%
—
03wealthprofessional.ca
2.3%
—
04fairmeridian.com
2.3%
—
05capwolf.com
1.9%
—
06bestmutualfunds.ca
1.9%
—
07hnwranking.com
1.9%
—
08investingintheweb.com
1.9%
—
09justwealth.com
1.9%
—
10halalterminal.com
1.8%
▼ 2.7
Top 10 of 1k domains observedΔ compares Oct with Sep, in percentage points

Prompts, Topics & Movers

What's driving this month's answers

Sampled prompts

Prompts sampled for Asset Management & Wealth, with distinct brands named and sources cited
#PromptBrandsSources
01Wealth management firms trusted by high net worth clients4126
02Wealth advisors used by family offices3323
03Which investment firms manage ETFs best?2622
04Islamic investment funds with solid track records2319
05What are the best robo advisors for long term investing?1518
5 of 35k sampledDistinct brands named & sources cited

Biggest movers

Oct vs Sep
Rising
BlackRockscore 74.1
▲ 1.0
Falling
Wahedscore 76.5
▼ 6.7
SP Fundsscore 75.6
▼ 6.7
Vanguardscore 75.2
▼ 3.6
4 ranked brands scored in both Sep and OctIndustry avg ±4.5/mo

Global Search Demand

Where this industry's questions originate
23,810 searches sampled
Tracked markets for Asset Management & Wealth, by sampled search volume
#CountrySearch volume
01United States11K
02Japan4K
03United Kingdom3K
04Italy2K
05Germany1K
06Australia857
07Saudi Arabia572
08Canada479
09Singapore409
10France346
11Egypt343
12United Arab Emirates195
12 tracked markets
This edition

What Changed This Month

J.P. Morgan leads Asset Management & Wealth this edition with a visibility score of 78.8, ahead of iShares at 77.9.

morningstar.com is the most-cited source grounding asset management & wealth answers, at roughly 2.7% of citations. Brand-owned pages account for 31.5% — the rest of the answer supply chain runs through third-party sources.

The median visibility score across ranked asset management & wealth brands is 76.9, and a score above 74.1 reaches the industry top ten.

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Where Does Your Brand Stand in AI Search?

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31 industries4 models355m+ citation observationsFree unlimited checks
What you get
  • Visibility score
  • Industry rank
  • Brands ahead of you
  • Model and source gaps
Our Methodology

Our Approach to Gathering AI Visibility Data

We process millions of real prompts across AI Mode, ChatGPT, Copilot and Perplexity, then track which brands, products, and domains show up in the answers. That's the raw data behind every score in the Index.

Real Intent Capture

This data results from processing millions of real user prompts. We use advanced semantic and agentic processing to categorize them and define intent, filtering out noise to focus on high-value queries.

Global Model Interrogation

We run these prompts across the tracked models and across every market we cover, so each market is scored on its own answers rather than on a global average applied everywhere.

Attribution Mapping

We analyze the generated answers to capture the "Kingmaker" domains: the specific sources models cite most often in the answers that name a brand, so you can see which sources the models lean on where you appear and where you do not.

Three-dimensional logo of Goodie, an end-to-end AI search visibility platform.
FAQ · Asset Management & Wealth

Questions?
We Have
the Answers.

J.P. Morgan currently leads AI search visibility in asset management & wealth with a Goodie visibility score of 78.8, measured across the tracked AI models.

morningstar.com is the most-cited source in asset management & wealth AI answers, grounding roughly 2.7% of citations in this industry.

The median score among ranked asset management & wealth brands is 76.9. A score above 74.1 places a brand in the industry top ten.

Each edition samples the same tracked prompt set across the models Goodie follows, then ranks brands by how often they are named in those answers.

Monthly. Each edition re-samples the tracked prompt set so month-over-month figures are directly comparable.