Finance studyOrder book
Investment banks and capital markets
Ranked by overall score, out of 100. The score adds up how often AI assistants name a company, how positively they describe it, and how well its website works for AI. Rows marked rarely named came up fewer than three times, so read their scores with care. The number in front of each company is its place in this category.
The companies in the study that are on the Money20/20 USA 2026 attending companies list. See what their websites publish for AI agents.
The skylineNamedNever named
All 2,219Banking 394Cards and payments 375Lending and credit 93Investing and wealth 238Insurance 97Crypto and digital assets 102Financial technology and data 574Advisers and services 346
All of investing and wealthOnline brokerages and trading apps 20Asset managers 20Wealth managers and financial advisers 22Robo-advisers and investing apps 6Private equity and alternative investments 74Venture capital and growth investors 59Retirement and workplace benefits 10Investment banks and capital markets 27
23 investment banks attending Money20/20 USA, showing 1 to 23
- 2
Houlihan LokeyInvestment banks and capital marketsNamed by 4 of the four AI assistants.9/60Named by 4 of the four AI assistants.41 - 3
Perella Weinberg PartnersInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/60Named by 4 of the four AI assistants.40 - 5
Financial Technology PartnersInvestment banks and capital marketsNamed by 4 of the four AI assistants.9/60Named by 4 of the four AI assistants.37 - 6
JefferiesInvestment banks and capital marketsNamed by 4 of the four AI assistants.8/60Named by 4 of the four AI assistants.37 - 8
Wellesley Hills FinancialInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/60Named by 4 of the four AI assistants.36 - 9
Hovde GroupInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/60Named by 4 of the four AI assistants.34 - 10
PJT Partnersrarely namedInvestment banks and capital marketsNamed by 2 of the four AI assistants.2/60Named by 2 of the four AI assistants.32 - 11
Marex FinancialInvestment banks and capital marketsNamed by 4 of the four AI assistants.8/60Named by 4 of the four AI assistants.31 - 12
KBWInvestment banks and capital marketsNamed by 4 of the four AI assistants.7/60Named by 4 of the four AI assistants.31 - 13
RothschildInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/60Named by 4 of the four AI assistants.29 - 14
Broadhaven Capital PartnersInvestment banks and capital marketsNamed by 3 of the four AI assistants.3/60Named by 3 of the four AI assistants.29 - 15
William Blair & CompanyInvestment banks and capital marketsNamed by 4 of the four AI assistants.5/60Named by 4 of the four AI assistants.28 - 16
Goldman SachsInvestment banks and capital marketsNamed by 3 of the four AI assistants.3/60Named by 3 of the four AI assistants.28 - 18
NatWest Marketsrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.28 - 19
BTG Pactualrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.27 - 20
BTIGrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.27 - 21
Corestar Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.26 - 22
Macquarie Grouprarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.26 - 23
Portage Point Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.26 - 24
XMS Capital Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.26 - 25
Nfluence Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.25 - 26
Cohen & Companyrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 27
RBC Capital Marketsrarely namedInvestment banks and capital marketsNamed by 2 of the four AI assistants.2/60Named by 2 of the four AI assistants.17