Share of Voice

First read: July 1 to September 30, 2026. Draft for approval.

Trade editors are writing about Humanity Labs. AI assistants asked to shortlist vendors mostly name others.

SHARE OF VOICE // STATUS BOARDREAD 2026.10.01 // 5 OF 6 CHANNELS REPORTING

TRADE PRESSPARTIAL11/103MENTIONS, SEVEN COMPANIESZOCKS28HAZEL28JUMP20HUMANITY LABS11FINNY11ZEPLYN5POWDER0OUTLETS COUNTED 4/7RIACWRWMFPINTABAR AI ANSWERSLIVE6/30ANSWERS NAMING HUMANITY LABSQ1Q2Q3Q4Q5Q6CHATGPT3/6GOOGLE2/6PERPLEXITY1/6CLAUDE0/6GEMINI0/6GREEN: NAMED WITH A LINK TO HUMANITYLABS.AI. WHITE: NAMED. DARK: NOT NAMED.THE TERMSPARTIAL6ARTICLES: "AI WORKFORCE"0ARTICLES: "WORKFORCE VIRTUALIZATION"LINKEDINPARTIAL2,232PAGE FOLLOWERSREACTIONS, 90 DAYSSHAH148POP75 STAGES + PODCASTSLIVE3OUTSIDE APPEARANCESAUG 25 BARRON'S ADVISOR PODCASTSEP 16 CMO COLLECTIVE AT FUTURE PROOF FESTIVALSEP 29 CITYWIRE RIA CEO SUMMIT 2026 BRANDED SEARCHNO SIGNALAWAITING SEARCH CONSOLE ACCESS

LIVE: full read. PARTIAL: some sources still to come. NO SIGNAL: awaiting access. This is the first read, so change against it shows from the next one.

The look of the status board has a visual inspiration.

Trade press. Zocks, Altruist's Hazel and Jump were named more often than Humanity Labs.

Articles published July 1 to September 30, 2026 that name each company, in RIABiz, WealthManagement.com, Financial Planning and InvestmentNews.

Zocks28

Hazel (Altruist)28

Jump20

Humanity Labs11

Finny11

Zeplyn5

Powder0

Articles naming each company. One article can name more than one.

Humanity Labs, among mentions of the seven companies in RIABiz, WealthManagement.com, Financial Planning and InvestmentNews

11 of 103

share of mentions: 11%, July 1 to September 30, 2026

Where Humanity Labs appeared

BREAKING: Osaic executives Kristy Britt and Greg Cornick to leave InvestmentNews, July 2
Mariner Partners With Humanity Labs for AI Workforce WealthManagement.com, July 14
Mariner aims to 'break growth ceiling' by deploying AI workforce of 700 InvestmentNews, July 14
AI 'Arms Race' Starting Up in RIA Sector WealthManagement.com, July 15
Mariner inks five-year deal with AI workforce startup Citywire RIA, July 15
Mariner runs $35 million tab on AI workforce InvestmentNews, July 20
Mariner's massive AI bet splits the firm into 'experience' and 'execution' Financial Planning, August 3
WealthStack Roundup: Astraeus Launches AI Platform for Advisory Firms WealthManagement.com, August 7
Carson taps Osaic recruiting veteran as independent channel expansion continues InvestmentNews, August 17
Wealth Management Firm Mariner Becomes Early Adopter of an AI 'Workforce' With Help From Humanity Labs Barron's Advisor, August 24
Andrei Pop: Using an AI Workforce to Scale Your RIA Barron's Advisor, August 25
Osaic Hires Chief AI and Technology Officer WealthManagement.com, August 27
Marty Bicknell commits $175 million to install 700 'AI' bots to revolutionize RIA automation; the gamble isn't AI but whether advisors, clients, staff and leadership will embrace the change, analyst says RIABiz, September 12
Mariner reveals plans for AI workforce Citywire RIA, September 14
How Osaic plans to rebuild after 'Journey to One' talent drain Financial Planning, September 17
More agents, more client time: RIA leaders forecast impact of AI Citywire RIA, September 30

The list includes 5 in Barron's Advisor and Citywire RIA, which sit outside the comparison above until the other companies are counted there.

Beyond the seven outlets

Three more publications named Humanity Labs this quarter. They sit outside the comparison above.

Mariner Adds AI 'Workforce' To Its Staff Financial Advisor Magazine, July 21
Mariner's massive AI bet splits the firm into 'experience' and 'execution' American Banker, August 3
Wealthtech Roundup: Envestnet, Mariner, Orion, Advyzon And More Wealth Solutions Report, August 11

By outlet

Company	RIABiz	WealthManagement.com	Financial Planning	InvestmentNews	Total
Zocks	2	7	3	16	28
Hazel	8	7	5	8	28
Jump	0	6	2	12	20
Humanity Labs	1	4	2	4	11
Finny	0	4	0	7	11
Zeplyn	0	2	0	3	5
Powder	0	0	0	0	0

The articles behind each count

Zocks: 28 articles

The rise of the super advisor: How AI is redefining competitive advantage in wealth management InvestmentNews, July 10
Advyzon Launches AI System Built Into Platform WealthManagement.com, July 22
Osaic deepens RISR partnership as advisors race to serve aging business owners InvestmentNews, July 23
Deals & Moves: RFG Advisory Caps Record Recruiting Run With Farther Advisor WealthManagement.com, July 24
Fintech bytes: Wealth tech firms target advisor productivity with new integrations InvestmentNews, August 13
AI notetakers roll out new capabilities to defend through expansion InvestmentNews, August 20
Incumbents strike back against standalone AI tools InvestmentNews, August 20
5 AI-related steps to take before the SEC examiner knocks Financial Planning, August 24
Hadrius and Greenboard raise series A funds InvestmentNews, August 24
Advyzon rolls out AI features InvestmentNews, August 25
Osaic names Sayee Bellamkonda as first chief AI and technology officer InvestmentNews, August 27
Advisors think they're good listeners. 12K AI-tracked meetings suggest otherwise Financial Planning, September 1
Archive Intel, Zocks pair up to tackle AI notetaker compliance gap InvestmentNews, September 2
CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access RIABiz, September 3
Views from 6,320: AI Won’t Replace Financial Advisors. It Could Make Them More Human WealthManagement.com, September 9
AI fuels some RIA hiring plans, dampens others: Cerulli Financial Planning, September 11
Anthropic Launches Claude for Financial Advisors WealthManagement.com, September 14
Conquest opens AI planning engine to independent advisors InvestmentNews, September 14
Anthropic unveils RIA-focused AI suite in latest Claude expansion InvestmentNews, September 14
Anthropic's 'big deal' Claude for Financial Advisors feels the love at Future Proof InvestmentNews, September 14
Schwab scores exclusive (for now) contract with Anthropic and takes AI 'driver's seat' in RIA custody, analyst says, though others counter that it's generic and late-coming RIABiz, September 15
Claude for Financial Advisors Sparks Debate Among Analysts, Tech Providers WealthManagement.com, September 15
Advisors get the keys: AdvisorCRM and Zeplyn let firms build their own AI tools InvestmentNews, September 17
WealthStack Roundup: Summarizing Envestnet's Third 2026 Technology Update WealthManagement.com, September 18
Schwab, Anthropic block model training in Claude deal InvestmentNews, September 21
Milemarker Launches Advisory Firm MCP AI Server WealthManagement.com, September 22
Funding for alternative investment distribution continues to swamp SaaS solutions InvestmentNews, September 24
Zocks debuts Claude plugin with seven skills for financial advisors InvestmentNews, September 30

Hazel: 28 articles

Cetera CEO Sees Succession Planning Momentum in RIA Channel WealthManagement.com, July 20
Altruist secures exclusive partnership with $1B breakaway advisory firm in Boston InvestmentNews, July 23
LPL CEO Rich Steinmeier finally unveils AI-powered 'LPL Latitude' to show his firm's solidly in the artificial intelligence game and ready to counter Altruist's Hazel after months of stock-price depression RIABiz, July 29
WealthStack Roundup: Worthy Analyzes $1B in Client Income as Tax Tech Grows WealthManagement.com, July 30
Worthy AI takes tax planning from several hours to 15 minutes InvestmentNews, July 30
Are Altruist's technology and low fees enough to tame the giants? Financial Planning, August 12
Advyzon rolls out AI features InvestmentNews, August 25
Tech-Based Custodian Altruist Sells to Vanguard WealthManagement.com, August 26
Why Vanguard, Altruist Combo "Raises Stakes" for Legacy Custodians Schwab and Fidelity WealthManagement.com, August 26
Vanguard's Altruist purchase could break open RIA custody market Financial Planning, August 26
Vanguard struck with Altruist take-out after Schwab (and Fidelity) zapped it with ETF 'platform' fees, lightning bolts that clearly woke a sleeping monster that could redraw the competitive landscape for RIA custody, with massive 'Vanguard effect,' analysts say RIABiz, August 27
The Diamond Podcast for Financial Advisors: Vanguard Acquires Altruist WealthManagement.com, August 27
Vanguard Group and Altruist can win RIA hearts, no problem, experts say, but the bro-cultural chasm - 2,700 miles apart and two ways of defining 'client-first' - will determine if they can make the marriage work RIABiz, August 28
Altruist Launches AI Financial Planning Agent WealthManagement.com, August 31
RIABIZ INTERVIEW: Jason Wenk tells RIABiz one big unnoticed reason why he sold to Vanguard, and the Bogle-ish scenario he envisions for his eventual departure decades hence RIABiz, September 1
Altruist CEO Jason Wenk on blockbuster Vanguard deal and his 'life's work' Financial Planning, September 1
Altruist's Hazel builds AI agent to create financial plans in minutes InvestmentNews, September 1
FP Alpha adds AI agent for future tax scenario planning InvestmentNews, September 2
CEO Jason Wenk says Altruist's AI 'Hazel' is ready for its second act, a financial planning service that will blow away the market with one big caveat -- advisors must be ready to provide PDFs, if rivals refuse API access RIABiz, September 3
Can the ‘Vanguard Effect’ Extend to Wealth Management? WealthManagement.com, September 3
Altruist VP was cited in Vanguard's 2025 Just Invest lawsuit InvestmentNews, September 3
IBKR's custody pitch to RIAs focuses on low fees, growth potential Financial Planning, September 9
Marty Bicknell commits $175 million to install 700 'AI' bots to revolutionize RIA automation; the gamble isn't AI but whether advisors, clients, staff and leadership will embrace the change, analyst says RIABiz, September 12
Schwab scores exclusive (for now) contract with Anthropic and takes AI 'driver's seat' in RIA custody, analyst says, though others counter that it's generic and late-coming RIABiz, September 15
Adam Dell's Domain Money lays off advisors, citing AI and efficiency InvestmentNews, September 15
Claude has entered the chat. Will tens of thousands of RIAs reply? Financial Planning, September 21
Schwab's surprise unveiling of Anthropic deal at Future Proof shows it has an AI ace up its sleeve, but it may take five years or more to catch up with Altruist, if at all, say two analysts RIABiz, September 22
Altruist is acquired by Vanguard to vertically integrate asset management and custody InvestmentNews, September 22

Jump: 20 articles

Amplify unveils RIA custody solution in partnership with Goldman Sachs InvestmentNews, July 8
Advyzon Launches AI System Built Into Platform WealthManagement.com, July 22
Osaic deepens RISR partnership as advisors race to serve aging business owners InvestmentNews, July 23
AdvisorTech's Next Phase: AI-Enabled Advisor Workflows WealthManagement.com, August 20
AI notetakers roll out new capabilities to defend through expansion InvestmentNews, August 20
Incumbents strike back against standalone AI tools InvestmentNews, August 20
Hadrius and Greenboard raise series A funds InvestmentNews, August 24
Advyzon rolls out AI features InvestmentNews, August 25
Osaic names Sayee Bellamkonda as first chief AI and technology officer InvestmentNews, August 27
Advisors think they're good listeners. 12K AI-tracked meetings suggest otherwise Financial Planning, September 1
AI fuels some RIA hiring plans, dampens others: Cerulli Financial Planning, September 11
Conquest opens AI planning engine to independent advisors InvestmentNews, September 14
Best New Technology and Software for Investment Management Professionals InvestmentNews, September 16
Advisors get the keys: AdvisorCRM and Zeplyn let firms build their own AI tools InvestmentNews, September 17
Allworth: A Tech Stack Built to Leverage AI Today WealthManagement.com, September 18
WealthStack Roundup: Summarizing Envestnet's Third 2026 Technology Update WealthManagement.com, September 18
Funding for alternative investment distribution continues to swamp SaaS solutions InvestmentNews, September 24
WealthStack Roundup: Northwestern Mutual Adopts Jump's AI Suite WealthManagement.com, September 25
Fintech bytes: Northwestern Mutual picks Jump for enterprise AI InvestmentNews, September 25
XYPN Partners With Jump to Bring AI Tools to Its Advisors WealthManagement.com, September 30

Finny: 11 articles

WealthStack Roundup: Orion Achieves ISO 42001 AI Certification WealthManagement.com, July 2
Zephyr's Adjusted for Risk: Stop Using Generic Marketing - Do This Instead WealthManagement.com, July 15
FINNY AI Rolls Out 'Pay-as-You-Grow' Pricing Model WealthManagement.com, August 17
FINNY launches bid to 'unrig' organic growth for independent RIAs InvestmentNews, August 17
Incumbents strike back against standalone AI tools InvestmentNews, August 20
Hadrius and Greenboard raise series A funds InvestmentNews, August 24
WealthReach, VastAdvisor tie-up takes aim at advisors' cold outreach problem InvestmentNews, August 25
The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing WealthManagement.com, August 26
Schwab tightens tax-aware long-short account rules yet again, extending custodian retreat from strategy InvestmentNews, September 3
Best New Technology and Software for Investment Management Professionals InvestmentNews, September 16
FINNY pivots to a 'pay-as-you-grow' revenue-share model InvestmentNews, September 25

Zeplyn: 5 articles

Fintech bytes: Advyzon lays claim to new category with 'all-in AI' launch InvestmentNews, July 23
WealthStack Roundup: Zeplyn Launches AI Advisor Coaching Feature WealthManagement.com, July 24
Fintech bytes: Wealth tech firms target advisor productivity with new integrations InvestmentNews, August 13
Advisors get the keys: AdvisorCRM and Zeplyn let firms build their own AI tools InvestmentNews, September 17
WealthStack Roundup: Summarizing Envestnet's Third 2026 Technology Update WealthManagement.com, September 18

The terms. "AI workforce" is in print, so far only in stories about Humanity Labs.

"AI workforce", in articles published by RIABiz, WealthManagement.com, Financial Planning, InvestmentNews and ThinkAdvisor

6 articles

All 6 also name Humanity Labs, July 1 to September 30, 2026

"Workforce virtualization", in articles published by RIABiz, WealthManagement.com, Financial Planning, InvestmentNews and ThinkAdvisor

0 articles

The phrase is on the Humanity Labs LinkedIn page. None of these outlets has printed it yet

Where "AI workforce" appeared

Mariner Partners With Humanity Labs for AI Workforce WealthManagement.com, July 14
Mariner aims to 'break growth ceiling' by deploying AI workforce of 700 InvestmentNews, July 14
AI 'Arms Race' Starting Up in RIA Sector WealthManagement.com, July 15
Mariner inks five-year deal with AI workforce startup Citywire RIA, July 15
Mariner runs $35 million tab on AI workforce InvestmentNews, July 20
Mariner's massive AI bet splits the firm into 'experience' and 'execution' Financial Planning, August 3
Andrei Pop: Using an AI Workforce to Scale Your RIA Barron's Advisor, August 25
Marty Bicknell commits $175 million to install 700 'AI' bots to revolutionize RIA automation; the gamble isn't AI but whether advisors, clients, staff and leadership will embrace the change, analyst says RIABiz, September 12
Mariner reveals plans for AI workforce Citywire RIA, September 14

LinkedIn. Dimple Shah's posts draw the most response.

Followers of the Humanity Labs company page

2,232

Read October 1, 2026

Dimple Shah's own posts, past 90 days

148 reactions

4 posts, 5 comments, 7 reposts. Top post: 78 reactions

Andrei Pop's own posts, past 90 days

75 reactions

5 posts, 2 comments, 6 reposts. Top post: 36 reactions

The most-engaged company post visible this week was the September 28 post on Bill Gates and the future of jobs: 45 reactions and 20 comments.

Not visible from outside the accounts: reach (impressions) on Andrei's and Dimple's posts, follower growth over time, and counts of brand and term mentions. These come from the page's admin analytics and each person's post analytics. Today's follower count is the baseline for growth from here.

Branded search. This needs Search Console access.

Impressions for searches on the Humanity Labs name live in Google Search Console for humanitylabs.ai. With read access for one user, this section fills in with monthly impressions for the brand name and for "AI workforce" and "workforce virtualization" queries.

Stages and podcasts. Three outside appearances this quarter.

August 25: Andrei Pop

Barron's Advisor podcast
Podcast. Andrei Pop: Using an AI Workforce to Scale Your RIA

Audience: not published

September 16: Dimple Shah

CMO Collective at Future Proof Festival, hosted by Intention.ly
Stage. Panel on credibility, trust and visibility in a crowded marketplace

Audience: not published

September 29: Dimple Shah

Citywire RIA CEO Summit 2026
Stage. How to future-proof your business by embedding AI

Audience: 50 chief executives, the organizer's figure for this invite-only event

On Humanity Labs' own YouTube channel, 2 long conversations with Andrei Pop drew 43 views each, and 10 short clips cut from them drew 2,234 views in total, as of October 1.

AI answers. Humanity Labs is named for back-office and large-firm questions, and not for its own category.

Six questions a wealth firm buyer might ask, put to each assistant on October 1, 2026.

ChatGPT, answering buyer questions about AI for wealth firms

3 of 6

answers named Humanity Labs

Google AI Overviews, answering buyer questions about AI for wealth firms

2 of 6

answers named Humanity Labs

Perplexity, answering buyer questions about AI for wealth firms

1 of 6

answers named Humanity Labs

Claude, answering buyer questions about AI for wealth firms

0 of 6

answers named Humanity Labs

Gemini, answering buyer questions about AI for wealth firms

0 of 6

answers named Humanity Labs

Q1What are the best AI workforce solutions for wealth management firms?

ChatGPT: Not namedGoogle AI Overviews: Not namedPerplexity: Not namedClaude: Not namedGemini: Not named

Q2Which companies provide AI agents that handle back-office operations for RIAs?

ChatGPT: Named, with a linkGoogle AI Overviews: NamedPerplexity: Not namedClaude: Not namedGemini: Not named

Q3How can an RIA grow without adding headcount using AI, and which vendors should I look at?

ChatGPT: Not namedGoogle AI Overviews: Not namedPerplexity: Not namedClaude: Not namedGemini: Not named

Q4Who are the leading providers of managed AI services for registered investment advisors?

ChatGPT: NamedGoogle AI Overviews: Not namedPerplexity: Not namedClaude: Not namedGemini: Not named

Q5Which AI vendors are large RIAs using to automate operations in 2026?

ChatGPT: Named, with a linkGoogle AI Overviews: NamedPerplexity: NamedClaude: Not namedGemini: Not named

Q6What are the best AI tools for client onboarding and account opening at a wealth management firm?

ChatGPT: Not namedGoogle AI Overviews: Not namedPerplexity: Not namedClaude: Not namedGemini: Not named

Who the assistants named, across 30 answers

Jump22

Zocks18

Zeplyn12

Hazel (Altruist)10

Humanity Labs6

Finny2

Powder1

Answers naming each company in the comparison set.

What they said when they named Humanity Labs

ChatGPT, asked Q2, "Which companies provide AI agents that handle back-office operations for RIAs?": "Closest to 'AI employees for the RIA back office.' It sells a managed 'AI Workforce' ..."
Google AI Overviews, asked Q2, "Which companies provide AI agents that handle back-office operations for RIAs?": "Best for: Mid-to-large wealth managers buying fully managed AI workforces."
ChatGPT, asked Q4, "Who are the leading providers of managed AI services for registered investment advisors?": "As of October 2026, I'd put Humanity Labs and TIFIN.AI at the front of that category, with several other firms adjacent to it."
ChatGPT, asked Q5, "Which AI vendors are large RIAs using to automate operations in 2026?": "The clearest example is Humanity Labs."
Google AI Overviews, asked Q5, "Which AI vendors are large RIAs using to automate operations in 2026?": "Fully managed AI workforce capacity"
Perplexity, asked Q5, "Which AI vendors are large RIAs using to automate operations in 2026?": "The clearest enterprise-scale deployments point to Humanity Labs, Invent, OneVest, Altruist, Jump, Zocks, and established wealthtech platforms such as Orion ..."

To finish this. Four things from Humanity Labs.

Confirm the comparison set. This read uses Jump, Zocks, Zeplyn, Powder, Finny and Altruist's Hazel. Swap in the names you want to be measured against.
Search Console access for humanitylabs.ai, read only.
LinkedIn analytics: the company page's follower and mentions history, and post analytics from Andrei and Dimple.
The buyer questions. Confirm or replace the six used here. Twenty to thirty questions would make the monthly number steadier.

Still being counted on our side: the comparison companies in Citywire RIA, ThinkAdvisor and Barron's Advisor.