What are the top wealthtech platforms?
Asked "What are the top wealthtech platforms?", ChatGPT, Copilot, Gemini, Google AI Mode and Perplexity named 34 distinct tools across 5 answers on September 7, 2026, and 14 of them in two or more answers, and all 5 engines agreed on Addepar, the only tool every engine named.
14 of 34 names confirmed · named in 2 or more of 5 answers · asked September 7, 2026 · 5 engines
The top wealthtech platforms include Addepar, Envestnet, Orion, and Black Diamond, which offer a range of services such as data aggregation, portfolio management, and client reporting. These platforms are commonly cited as top players in the wealthtech industry, catering to different use cases and client segments. The ranking of the top wealthtech platforms may vary depending on the specific needs and requirements of the user.
- 1Addeparnamed in 5 of 5 answers
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- 2Orionnamed in 5 of 5 answers
- 3Envestnetnamed in 4 of 5 answers
- 4Bettermentnamed in 4 of 5 answers
- 5Wealthfrontnamed in 4 of 5 answers
- 6RightCapitalnamed in 3 of 5 answers
- 7SS&C Black Diamondnamed in 2 of 5 answers
- 8Black Diamondnamed in 2 of 5 answers
- 9Avaloqnamed in 2 of 5 answers
- 10eMoneynamed in 2 of 5 answers
- 11Empowernamed in 2 of 5 answers
- 12Wealthboxnamed in 2 of 5 answers
- 13Redtailnamed in 2 of 5 answers
- 14iCapitalnamed in 2 of 5 answers
- 15Natalie Wolfsennamed in 1 of 5 answersone answer
- 16eMoney Advisornamed in 1 of 5 answersone answer
- 17Envestnet Tamaracnamed in 1 of 5 answersone answer
- 18Aladdin Wealthnamed in 1 of 5 answersone answer
- 19Masttronamed in 1 of 5 answersone answer
- 20Nitrogennamed in 1 of 5 answersone answer
- 21Backbasenamed in 1 of 5 answersone answer
- 22Riskalyzenamed in 1 of 5 answersone answer
- 23FNZnamed in 1 of 5 answersone answer
- 24SoFinamed in 1 of 5 answersone answer
- 25Altruistnamed in 1 of 5 answersone answer
The full measurement
- The position each of the 5 engines gave all 34 names.
- How many of the 5 answers named each of them.
- 61 sampled observations behind this ranking, and where the engines disagree.
- Fan-out — the query each engine actually searched.
- Every citation, and the sources nobody cited.