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
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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 skylineNamedNever named
One tower per company, taller for a higher overall score. A window lights up where an AI assistant named the company. 119 of these 238 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

238 investing and wealth companies, showing 101 to 200

#CompanyNamedScore
  1. 1,395Permira Advisersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  2. 1,399Principal Financial Grouprarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6027
  3. 1,412Socium Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  4. 1,418The Garagerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  5. 1,420Thriventrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6027
  6. 1,427Union Investmentrarely namedAsset managersNamed by 0 of the four AI assistants.0/6027
  7. 1,431Vitruvian Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  8. 1,432Voya Financialrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6027
  9. 1,434WestBridge Capital Advisorsrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  10. 1,022William Blair & CompanyInvestment banks and capital marketsNamed by 4 of the four AI assistants.5/6028
  11. 1,026Goldman SachsInvestment banks and capital marketsNamed by 3 of the four AI assistants.3/6028
  12. 1,030Raymond James FinancialWealth managers and financial advisersNamed by 3 of the four AI assistants.3/6028
  13. 1,032StifelOnline brokerages and trading appsNamed by 3 of the four AI assistants.3/6028
  14. 1,036Flourish Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.2/6028
  15. 1,058EJF Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6028
  16. 1,089Activant Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  17. 1,091Apogem Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  18. 1,094Atonrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  19. 1,102BRC Group Holdingsrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6028
  20. 1,104BUXrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  21. 1,109Coinagerarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  22. 1,113Cota Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  23. 1,118DekaBankrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  24. 1,126Estancia Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  25. 1,134FINTOP Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  26. 1,140Fulcrum Equity Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  27. 1,150ICONIQ Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  28. 1,163MFS Investment Managementrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  29. 1,171NatWest Marketsrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6028
  30. 1,181ORIX Growth Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  31. 1,182Outliers Venture Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  32. 1,195Point72 Asset Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  33. 1,201Rithm Capitalrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  34. 1,205SEI Managementrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  35. 1,211Ten Coves Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  36. 907RothschildInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6029
  37. 917Broadhaven Capital PartnersInvestment banks and capital marketsNamed by 3 of the four AI assistants.3/6029
  38. 918Carlyle GroupPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6029
  39. 943Affiliated Managers Grouprarely namedAsset managersNamed by 1 of the four AI assistants.1/6029
  40. 953Corebridge Financialrarely namedRetirement and workplace benefitsNamed by 1 of the four AI assistants.1/6029
  41. 957Hamilton Lanerarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6029
  42. 970Summit Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6029
  43. 870Infinity VenturesVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6030
  44. 889KKR & Co.rarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6030
  45. 801Robinhood MarketsOnline brokerages and trading appsNamed by 4 of the four AI assistants.9/6031
  46. 805Marex FinancialInvestment banks and capital marketsNamed by 4 of the four AI assistants.8/6031
  47. 806KBWInvestment banks and capital marketsNamed by 4 of the four AI assistants.7/6031
  48. 822Community Investment ManagementPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6031
  49. 826TTCVVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6031
  50. 828Blue Owlrarely namedPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.2/6031
  51. 833GCGrowthCurve Capitalrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.2/6031
  52. 779Take Profit TraderOnline brokerages and trading appsNamed by 3 of the four AI assistants.4/6032
  53. 783DRWPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.3/6032
  54. 790TPGPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6032
  55. 795PJT Partnersrarely namedInvestment banks and capital marketsNamed by 2 of the four AI assistants.2/6032
  56. 796TIAArarely namedRetirement and workplace benefitsNamed by 2 of the four AI assistants.2/6032
  57. 721Fin CapitalVenture capital and growth investorsNamed by 4 of the four AI assistants.10/6033
  58. 728Accel-KKRPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.5/6033
  59. 744StageOne VenturesVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6033
  60. 745UBSWealth managers and financial advisersNamed by 2 of the four AI assistants.3/6033
  61. 746VariantVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6033
  62. 747Viola CreditPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6033
  63. 751PSG Equityrarely namedPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.2/6033
  64. 753Capital Grouprarely namedAsset managersNamed by 1 of the four AI assistants.1/6033
  65. 678MicroVenturesVenture capital and growth investorsNamed by 4 of the four AI assistants.7/6034
  66. 684Hovde GroupInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6034
  67. 608Fidelity InvestmentsOnline brokerages and trading appsNamed by 4 of the four AI assistants.13/6035
  68. 625SecfiWealth managers and financial advisersNamed by 4 of the four AI assistants.7/6035
  69. 628BNY MellonAsset managersNamed by 4 of the four AI assistants.6/6035
  70. 633BlackRockAsset managersNamed by 4 of the four AI assistants.4/6035
  71. 646Valor Capital GroupVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6035
  72. 651Bernsteinrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6035
  73. 653Empowerrarely namedRetirement and workplace benefitsNamed by 1 of the four AI assistants.1/6035
  74. 656Motive Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6035
  75. 660Susquehanna Growth Equityrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6035
  76. 663Canvas Primerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6035
  77. 666SStashrarely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6035
  78. 555Blockchain CapitalVenture capital and growth investorsNamed by 3 of the four AI assistants.7/6036
  79. 561JMI EquityPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.6/6036
  80. 562LazardInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6036
  81. 563T. Rowe PriceAsset managersNamed by 4 of the four AI assistants.6/6036
  82. 565Wellesley Hills FinancialInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6036
  83. 584IRA FinancialRetirement and workplace benefitsNamed by 2 of the four AI assistants.3/6036
  84. 588TTV CapitalVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6036
  85. 589UptiqWealth managers and financial advisersNamed by 3 of the four AI assistants.3/6036
  86. 593FTV Capitalrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.2/6036
  87. 600FAFirst American Trustrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6036
  88. 603Updata Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6036
  89. 464Financial Technology PartnersInvestment banks and capital marketsNamed by 4 of the four AI assistants.9/6037
  90. 469JefferiesInvestment banks and capital marketsNamed by 4 of the four AI assistants.8/6037
  91. 479Andreessen HorowitzVenture capital and growth investorsNamed by 4 of the four AI assistants.6/6037
  92. 483Apex Fintech SolutionsOnline brokerages and trading appsNamed by 3 of the four AI assistants.5/6037
  93. 501Oak HC/FTVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6037
  94. 506StepStone GroupPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.3/6037
  95. 516Northern Trustrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6037
  96. 530Treasury Curverarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6037
  97. 399General AtlanticPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.7/6038
  98. 406Moelis & CompanyInvestment banks and capital marketsNamed by 3 of the four AI assistants.6/6038
  99. 408CitadelPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.5/6038
  100. 440Ameriprise Financialrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6038
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