Observatory · Sector

How AI engines recommend finance and wealth management providers

For finance and wealth management buying questions, 42.8% of the sources AI engines cite are rankings and comparison pages, and YouTube reaches 15.4% of Google AI Overviews sources. Data: 17,927 answers, July 12 to October 11, 2026.

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Updated 11 October 2026

17,927

answers analysed

83%

ai overview displayed

43%

rankings among sources

7.1

sources per answer

Types of sources cited : Finance and wealth management

Share of rankings among cited sources, by engine (Finance and wealth management)

Searches where Google displays an AI Overview, by sector

Finance and wealth management (advisors, investment products, banking services) totals 17,927 answers from ChatGPT, Google AI Overviews and Perplexity. Brand sites, media and blogs make up 53.4% of cited sources and rankings and comparisons 42.8%, the second-highest share of the nine sectors. YouTube weighs 3.4%; reviews and directories only 0.1%.

Perplexity leans hardest on rankings (55.6% of its sources), ahead of ChatGPT (39.8%) and Google AI Overviews (35.8%). AI Overviews stands out with YouTube at 15.4% of its sources, one of the highest levels in the Observatory.

AI Overviews appears on 83.1% of finance searches and cites a source in 98.2% of them. Finance answers are the longest of the nine sectors, with a median of 345 words, and 412 words on ChatGPT.

For a finance brand, the lists that compare providers and video content explaining offers are the two strongest levers in AI answers.

Method

406,626 AI answers collected every day from July 12, 2026 to October 11, 2026 on over 1,700 purchase-intent questions tracked by Archipel (mostly in French, plus the United States and the Netherlands). ChatGPT, Google AI Overviews, Perplexity and Copilot: Profound data. Claude and Gemini: Peec AI data. Sources are classified automatically from their address and title. Figures are aggregated: no brand or client is published. Free to reuse with a link to this page.

FAQ

Frequently asked questions

Which sources do AI engines cite for finance and wealth management?

For finance and wealth management, AI engines cite brand sites, media and blogs for 53.4% of sources, rankings and comparisons for 42.8% and YouTube for 3.4%, based on 17,927 answers.

Does YouTube matter for finance in Google AI Overviews?

Yes, YouTube makes up 15.4% of the sources Google AI Overviews cites on finance and wealth management buying searches.

Which AI engine relies most on rankings in finance?

Perplexity relies most on rankings in finance, with 55.6% of its sources, ahead of ChatGPT (39.8%) and Google AI Overviews (35.8%).

How often does Google AI Overviews appear on finance searches?

Google AI Overviews appears on 83.1% of finance and wealth management buying searches tracked by Archipel, and cites a source in 98.2% of them.

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