Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Finance studyOrder book

Investing and wealth

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 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
One tower per company, taller for a higher overall score. A window lights up where an AI assistant named the company. 109 of these 203 towers are dark.
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
OnlyMoney20/20 attendees 2,053S&P 500 88
SortOverall scoreNamed in answersAI readinessName

203 investing and wealth companies attending Money20/20 USA, showing 1 to 100

#CompanyNamedScore
  1. 2,212PhillipCapitalrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6015
  2. 2,203NWNew Wave Financialrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6016
  3. 2,194RBC Capital Marketsrarely namedInvestment banks and capital marketsNamed by 2 of the four AI assistants.2/6017
  4. 2,189Xenrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6019
  5. 2,151Cohen Circlerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  6. 2,156Field Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  7. 2,158Gillson Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6021
  8. 2,173TriplePoint Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  9. 2,093Affinity Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  10. 2,097Canapi Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  11. 2,110G Squaredrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  12. 2,112Goldfinch Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  13. 2,113Group 1001rarely namedAsset managersNamed by 0 of the four AI assistants.0/6022
  14. 2,127Partners for Growthrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  15. 2,130Proofpoint Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  16. 2,136Thomvest Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  17. 2,144W.H. Financial Servicesrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6022
  18. 2,145Xx15venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  19. 2,036Cohen & Companyrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6023
  20. 2,040Empros Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  21. 2,049HOLDEXOrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6023
  22. 2,050Illuminate Financialrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  23. 2,061Onigiri Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  24. 1,878Clearhaven Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6024
  25. 1,893Arusha Wealthrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6024
  26. 1,903Carbide Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  27. 1,904CIFCrarely namedAsset managersNamed by 0 of the four AI assistants.0/6024
  28. 1,923Furtherrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6024
  29. 1,930i80 Grouprarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6024
  30. 1,955MissionOGrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  31. 1,958NewView Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  32. 1,979Restive Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  33. 1,984Searchlight Capital Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6024
  34. 1,989State Streetrarely namedAsset managersNamed by 0 of the four AI assistants.0/6024
  35. 1,742Franklin Resourcesrarely namedAsset managersNamed by 1 of the four AI assistants.1/6025
  36. 1,754AMG National Trustrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6025
  37. 1,790FTFirst Trust Capital Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  38. 1,791Flexpoint Fordrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  39. 1,795GlidingPathrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6025
  40. 1,800HighSage Venturesrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  41. 1,804Invictus Growth Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  42. 1,813LPLone Pine Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  43. 1,821Nfluence Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6025
  44. 1,834Pivot Investment Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  45. 1,835Primary Venture Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  46. 1,843Rivonia Road Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  47. 1,848STGrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  48. 1,849Stone Point Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  49. 1,850SStraxtrararely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6025
  50. 1,860Tricor Pacific Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  51. 1,861Troutwoodrarely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6025
  52. 1,864Valby Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  53. 1,449IA Capital Grouprarely namedVenture capital and growth investorsNamed by 2 of the four AI assistants.2/6026
  54. 1,460F-Prime Capitalrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  55. 1,464Global PayTech Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  56. 1,470Portagerarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  57. 1,485ABAllianceBernsteinrarely namedAsset managersNamed by 0 of the four AI assistants.0/6026
  58. 1,487Alpha Edisonrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  59. 1,489Altamont Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  60. 1,512Black Dragon Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  61. 1,520Centerbridge Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  62. 1,528Clear Haven Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  63. 1,538Corestar Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  64. 1,561EQTrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  65. 1,573Future Standardrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  66. 1,582GTCRrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  67. 1,606Kudu Investment Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  68. 1,607Left Lane Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  69. 1,610Liberty Street Advisorsrarely namedAsset managersNamed by 0 of the four AI assistants.0/6026
  70. 1,615Macquarie Grouprarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  71. 1,625MS&AD Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  72. 1,633NVNOEMIS Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  73. 1,659Pivotal Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  74. 1,661Portage Point Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  75. 1,664Premji Investrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  76. 1,666PVPresidio Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  77. 1,671Radian Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  78. 1,679Saison Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  79. 1,697TA Associatesrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  80. 1,699Tanis Financial Grouprarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6026
  81. 1,702TBThe Banc Funds Companyrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  82. 1,706Theia Blockchain Partners Master Fund LPrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  83. 1,708Tiger Global Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  84. 1,714Unconventional Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  85. 1,726XMS Capital Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  86. 1,233ViewTradeOnline brokerages and trading appsNamed by 3 of the four AI assistants.5/6027
  87. 1,295Aureliusrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  88. 1,303BTG Pactualrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6027
  89. 1,304BTIGrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6027
  90. 1,349Hg Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  91. 1,382Naspersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  92. 1,384New Mountain Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  93. 1,395Permira Advisersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  94. 1,412Socium Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  95. 1,418The Garagerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  96. 1,420Thriventrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6027
  97. 1,427Union Investmentrarely namedAsset managersNamed by 0 of the four AI assistants.0/6027
  98. 1,431Vitruvian Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  99. 1,434WestBridge Capital Advisorsrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  100. 1,022William Blair & CompanyInvestment banks and capital marketsNamed by 4 of the four AI assistants.5/6028
Next step

Want AI assistants to name your company?

Book a 30-minute demo to see Rezolve Ai in action and what it can do for your business.

Request a demo