LogitRank
← Rankings·Melbourne · Investment Management

Melbourne Investment Managers Ranked by AI Visibility — Who Appears in ChatGPT, Perplexity, Gemini and Google AI Overviews?

LogitRank ran Answer Engine Optimisation (AEO) snapshots on Melbourne AFSL-licensed investment managers and fund managers across five query types — category discovery, entity recognition, owner identity, reputation, and service capability — on four platforms. Score is out of 40: each query-platform combination contributes 2 points for a confident citation, 1 point for a hedged citation, and 0 for no result or disambiguation failure.

·2 firms tested·scored out of 40

Important: Rankings reflect AI citation visibility only — not service quality, qualifications, client outcomes, pricing, or regulatory compliance. A high score means AI platforms cite this firm more consistently; it is not an endorsement. All scores are based on snapshots taken on specific dates (shown per entry) and will change as AI platforms update. LogitRank is not affiliated with any firm listed. To request a correction or removal, contact matthew@logitrank.com.

Score key:Full citation (2 pts) — named in response, no hedgingHedged citation (1 pt) — named with uncertainty language or disambiguation issueNot cited (0 pts) — absent or disambiguation failure
#1
Cooper Investors

Snapshot:

Cooper Investors (~$13B AUM) is absent from all five platforms on the category query — not cited by ChatGPT, Perplexity, Gemini, or Google AI Overview despite being larger than several named competitors. ChatGPT does not connect the current Managing Partner (in role since September 2025) to Cooper Investors on the owner query, returning prior employer roles instead. Google AI Overview also omits the CI connection on the owner query. Perplexity hedges on entity, describing CI as a firm that "positions itself as a specialist, long-only equity manager" — unable to independently verify the positioning. ChatGPT notes caveats on reputation (staff turnover, rating downgrades); Google AI Overview leads with AFR coverage of mandate outflows, though neither uses hedging language.

27/40
GPTPlexGemGAIOTotal
Category0/8
Entity7/8
Owner4/8
Reputation8/8
Service8/8
Platform6786
#2
Wealth Within

Snapshot:

Wealth Within (AFSL 226347, Melbourne CBD) is absent from all four platforms on the category query. ChatGPT misrepresents the firm on the service query, stating "Wealth Within doesn't invest your money for you — it teaches you how to invest your own money" — the IMA (Individually Managed Accounts) service is entirely absent from the response. Both ChatGPT and Perplexity flag 2014 ASIC infringement notices on the reputation query, resulting in mixed or hedged verdicts. Google AI Overview hedges on entity, describing the accredited diploma with "The firm claims to be Australia's leading provider of government-accredited trading courses." The principal (Chief Investment Analyst) is accurately connected to Wealth Within across all four platforms on the owner query.

27/40
GPTPlexGemGAIOTotal
Category0/8
Entity7/8
Owner8/8
Reputation5/8
Service7/8
Platform6786

Methodology: Scores are based on AI Visibility Snapshots run by LogitRank. Five query types tested per platform: category discovery, entity recognition, owner/principal, reputation, and service capability. Full = confident citation, no hedging language. Hedged = named with uncertainty qualifiers or disambiguation issue. Not cited = absent or wrong entity returned.

Scores reflect AI platform behaviour at the snapshot date shown per entry and will change as platforms update. These rankings do not assess, compare, or imply anything about the quality of financial advice, AFSL compliance, client outcomes, or suitability of any listed firm. LogitRank (ABN 86 367 289 522) is not an Australian Financial Services Licensee.

Is your firm missing from this list?

LogitRank runs free 5-Platform AI Presence Scans for Melbourne investment management firms. Get your score across all 5 platforms and find out exactly what ChatGPT, Perplexity, Gemini, Copilot, and Google AI Overviews say about your practice.

Get a Free 5-Platform AI Presence Scan