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PUBLIC REFERENCE · Paula Inc. · AEO for Wealth Management · June 16–30, 2026 snapshot
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AEO for Wealth Management
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Public reference tables — companion data to the Paula Inc. research report
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PUBLIC REFERENCE DOCUMENT — cleared for external sharing. Contains only the tables published in the report; no internal or client-confidential data.
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Data window: June 16–30, 2026. A study of 900 AI answers across four engines — ChatGPT, Perplexity, Google AI Overviews and Copilot.
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This is a fixed snapshot. The numbers here match the report exactly and will not change; the next refresh publishes with the August edition.
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What is inside
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• Firm Mentions — who AI names. All 102 ranked firms — 2,578 mentions across 893 answers, each firm counted once per answer — with the per-engine split.
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• Firm Citations — who AI cites. Every tracked division and independent firm the engines cited, ranked (the citation counterpart to Firm Mentions).
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• Advisor Sub-brands — citations by bank and brand family, from corporate sites down to individual advisor practice pages.
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• Cited Sources — the top 100 of 1,053 cited firm domains, all engines.
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How to read it
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• Use the filter on any header to sort or search. The header row stays frozen as you scroll.
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• A mention means an answer named the firm in its text. A citation means an answer used one of the firm’s web pages as a source. The two are counted separately — Firm Mentions vs Firm Citations.
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• Big-6 banks appear at the corporate level in Firm Mentions; their divisions and practice pages are in Firm Citations and Advisor Sub-brands.
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This dataset describes AI-answer visibility for the period shown. It is not investment, legal, or marketing advice, and visibility is not an endorsement of any firm.
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Paula Inc. · Digital Presence for Financial Services · paulainc.ca
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