When buyers ask AI about personal finance software, Wealthsimple is named in 4 of 6 answers.
We put 6 real buyer questions to ChatGPT and Gemini and read every answer. No brand is named more often.
AI names Wealthsimple in 4 answers, but ties it to no single idea yet.
Read from the 4 answers that named Wealthsimple.
Once AI starts naming you, this is where you see what it says. The full report shows what competitors are praised for.
Wealthsimple leads. EQ Bank is next.
Top brands named across the same 6 answers, ranked by share of answers. Average position is where each brand lands in the answer.
- 01 WealthsimpleYou 67% #4.7
- 02 EQ Bank 67% #3.2
- 03 Neo Financial 67% #5.2
- 04 KOHO 50% #5.3
- 05 Banktivity 50% #7.0
- 06 YNAB 33% #1.5
Buyers asked. AI answered. Wealthsimple was not in it.
Two of the 2 questions where AI recommended other brands. The full report lists every one, with the answer AI gave.
Wealthsimple loses most when buyers are shopping for a specific need.
All 6 answers, grouped by what the buyer was trying to do. The full report shows which gaps to close first, and how.
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Shopping for a specific need0 of 1
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Asking which brand to buy1 of 2
-
Deciding what to look for1 of 1
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Comparing brands1 of 1
-
Asking for someone like them1 of 1
recommending others
- Which of the 13 websites to get Wealthsimple onto first
- The questions to win, in the order to win them
- What to publish on Wealthsimple's own site and Instagram
We read 6 answers. You have seen two of them.
The rest stays sealed until you open the full report: every brand AI named, every answer word for word, and what to change.
Seven posts, scored on five things.
Read from their seven most recent posts. Each one is scored out of 100 below, with what we saw behind the number.
- 01Visual identity
- 02Hook strength
- 03Format range
- 04Captions & CTAs
- 05Cadence
Where the feed is strong, and where it leaks.
Scores are relative to the posts analysed, not to competitors. That comparison is in the full report.
A 6-colour palette held across 7 posts (consistency 0.55). Recurring marks: bold text overlays, minimalist design.
Your best post earns 0.5% engagement; the median post 0.2%. The one that landed opened with “Wealthsimple raises $425M at a $13.8B valuation”.
3 reels, 1 carousel, 1 image across 5 posts.
5 of 5 captions ask the reader to do anything. 0 hashtags per post. 28 words on average.
5.1 posts a week between 28 Oct and 4 Nov. A daily rhythm, sustained. Reach is the constraint, not output.
Your best post earned 4.0× the engagement of your weakest.
Ranked by engagement rate. What each one did differently is read from the frame and the caption.
All 5 posts, by engagement rate.
One bar per post, in the order they went out. Hover a bar to see its date and rate.
“Wealthsimple raises $425M at a $13.8B valuation”, 0.5% ER.
“bold claim in text overlay”, 0.1% ER.
What makes a post recognisably yours.
Extracted from the frames and captions, not from a brief.
Look
Minimalist design with centered or grid-based layouts, often featuring text overlays.
Voice
“Professional and concise, with a focus on clear messaging and direct calls-to-action.”
Recurring marks
- 01bold text overlays
- 02minimalist design
- 03vibrant abstract shapes
What the accounts competing for your audience are doing that you are not.
The scorecard tells you where you stand. The full report tells you against whom, and what to post next week.
See everything else Nayavo doesWhen buyers ask AI about personal finance software, Wealthsimple is named in 4 of 6 answers.
Wealthsimple leads. EQ Bank is next.
- 01 Wealthsimple YOU 67% #4.7
- 02 EQ Bank 67% #3.2
- 03 Neo Financial 67% #5.2
- 04 KOHO 50% #5.3
- 05 Banktivity 50% #7.0
- 06 YNAB 33% #1.5
Buyers asked. AI answered. Wealthsimple was not in it.
Every kind of question, and how often AI named you.
- Shopping for a specific need0 of 1
- Asking which brand to buy1 of 2
- Deciding what to look for1 of 1
- Comparing brands1 of 1
- Asking for someone like them1 of 1
We read 6 answers. You have seen two.
Seven posts, scored on five things.
Visual identityPalette, layout, marks 55
A 6-colour palette held across 7 posts (consistency 0.55). Recurring marks: bold text overlays, minimalist design.
Fix in full reportHook strengthBest post vs. median 35
Your best post earns 0.5% engagement; the median post 0.2%. The one that landed opened with “Wealthsimple raises $425M at a $13.8B valuation”.
Hook formulasFormat rangeReel · Carousel · Image 89
3 reels, 1 carousel, 1 image across 5 posts.
Formats to testCaptions & CTAsAsks, hashtags, length 70
5 of 5 captions ask the reader to do anything. 0 hashtags per post. 28 words on average.
CTA templatesCadencePosts per week 95
5.1 posts a week between 28 Oct and 4 Nov. A daily rhythm, sustained. Reach is the constraint, not output.
Best posting windowsYour best post earned 4.0× the engagement of your weakest.
#1 · 0.5%
Minimalist design with centered or grid-based layouts, often featuring text overlays.
“Professional and concise, with a focus on clear messaging and direct calls-to-action.”