Wealth Management · New York City
Excelsior Wealth Management
How to read this firm's data
How to read this firm's data
Header tiles
- Rank
- Position across all eligible AI responses in this market.
- Mention rate
- The share of eligible AI responses that named the business.
- Assistants, all time
- How many of the four AI assistants named this business.
Charts
- Rank trend
- Each dot is one week of analyzed responses, newest on the right. A flat line means this firm's rank didn't move.
- Per-AI breakdown
- Responses from each assistant that named this firm.
- By question type
- Mentions grouped by what the buyer was asking.
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Mapped address
Find Excelsior Wealth Management
55 E 52nd St 10th 29th Fl, New York, NY 10055, USA
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Position
#54
pooled across every snapshot — 3,186 firms ever cited in this market
Latest snapshot (Sep 7, 2026): unranked
Mention rate
0.8%
pooled across every snapshot — 45 of 5,607 eligible responses
Latest snapshot (Sep 7, 2026): —
Assistants, all time
4/4
Rank vs mention rate
1 week
Rank
Aug 17, 2026
#8
Mention rate
share of AI responses that named this firm
2.0%
How to read: only one week of data is available so far. A trend line will appear here once a second week is published.
Per-AI breakdown
Counts cover all published Atlas research for this market.
Claude
all published runs
13
mentions
ChatGPT
all published runs
12
mentions
Gemini
all published runs
8
mentions
Perplexity
all published runs
12
mentions
By question type
All-time mentions grouped by the type of question the buyer asked.
Measurement window
All-time results for this market
Observed Aug 20, 2026–Aug 21, 2026
Responses analyzed
5,660
Responses naming business
45
Lifetime mention rate
0.8%
Ranked snapshots
1
These totals cover all analyzed responses for this city and category. Current rank and confidence use the latest dated ranking.
Peer firms in New York City wealth management
Other firms ChatGPT, Claude, Gemini, and Perplexity name in this category. Ranks and mention rates below are from the Sep 7, 2026 edition — directly comparable to the "Mention rate, this edition" number above.
#1
Facet
6.8% current mention rate · 4/4 AI
#2
Bessemer Trust
5.2% current mention rate · 4/4 AI
#3
Creative Planning
4.7% current mention rate · 4/4 AI
#4
Morgan Stanley Wealth Management
4.6% current mention rate · 4/4 AI
#5
Vanguard Personal Advisor Services
4.6% current mention rate · 4/4 AI
#6
Silvercrest Asset Management
4.0% current mention rate · 4/4 AI
#7
Rockefeller Capital
3.5% current mention rate · 4/4 AI
#8
Wealthspire Advisors
3.5% current mention rate · 4/4 AI
Field notes on reading these rankings
All notes →How to Read AI Search Rankings (Beyond Vanity Metrics)
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How to Write Content That AI Assistants Actually Cite
Content that AI assistants cite looks different from content designed for humans or Google. It answers the buyer's exact question in a single quotable sentence,...
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An assistant is not a laminated directory. Search results move, generated wording varies, and a tiny prompt edit can change the shortlist. The answer is not to...
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