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 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. 2,103Cohen & Steersrarely namedAsset managersNamed by 0 of the four AI assistants.0/6022
  12. 2,110G Squaredrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  13. 2,112Goldfinch Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  14. 2,113Group 1001rarely namedAsset managersNamed by 0 of the four AI assistants.0/6022
  15. 2,127Partners for Growthrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  16. 2,130Proofpoint Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  17. 2,136Thomvest Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  18. 2,144W.H. Financial Servicesrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6022
  19. 2,145Xx15venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  20. 2,036Cohen & Companyrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6023
  21. 2,040Empros Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  22. 2,049HOLDEXOrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6023
  23. 2,050Illuminate Financialrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  24. 2,051Invescorarely namedAsset managersNamed by 0 of the four AI assistants.0/6023
  25. 2,061Onigiri Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  26. 1,878Clearhaven Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6024
  27. 1,893Arusha Wealthrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6024
  28. 1,903Carbide Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  29. 1,904CIFCrarely namedAsset managersNamed by 0 of the four AI assistants.0/6024
  30. 1,923Furtherrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6024
  31. 1,930i80 Grouprarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6024
  32. 1,955MissionOGrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  33. 1,958NewView Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  34. 1,961Oppenheimer Holdingsrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6024
  35. 1,979Restive Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  36. 1,984Searchlight Capital Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6024
  37. 1,989State Streetrarely namedAsset managersNamed by 0 of the four AI assistants.0/6024
  38. 1,742Franklin Resourcesrarely namedAsset managersNamed by 1 of the four AI assistants.1/6025
  39. 1,754AMG National Trustrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6025
  40. 1,790FTFirst Trust Capital Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  41. 1,791Flexpoint Fordrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  42. 1,795GlidingPathrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6025
  43. 1,800HighSage Venturesrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  44. 1,804Invictus Growth Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  45. 1,813LPLone Pine Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  46. 1,821Nfluence Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6025
  47. 1,834Pivot Investment Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  48. 1,835Primary Venture Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  49. 1,843Rivonia Road Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  50. 1,848STGrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  51. 1,849Stone Point Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  52. 1,850SStraxtrararely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6025
  53. 1,860Tricor Pacific Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  54. 1,861Troutwoodrarely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6025
  55. 1,864Valby Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  56. 1,449IA Capital Grouprarely namedVenture capital and growth investorsNamed by 2 of the four AI assistants.2/6026
  57. 1,451LPL Financialrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6026
  58. 1,455Blackstonerarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6026
  59. 1,460F-Prime Capitalrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  60. 1,464Global PayTech Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  61. 1,470Portagerarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  62. 1,485ABAllianceBernsteinrarely namedAsset managersNamed by 0 of the four AI assistants.0/6026
  63. 1,487Alpha Edisonrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  64. 1,489Altamont Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  65. 1,512Black Dragon Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  66. 1,520Centerbridge Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  67. 1,528Clear Haven Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  68. 1,538Corestar Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  69. 1,561EQTrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  70. 1,573Future Standardrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  71. 1,582GTCRrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  72. 1,606Kudu Investment Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  73. 1,607Left Lane Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  74. 1,610Liberty Street Advisorsrarely namedAsset managersNamed by 0 of the four AI assistants.0/6026
  75. 1,615Macquarie Grouprarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  76. 1,625MS&AD Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  77. 1,633NVNOEMIS Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  78. 1,659Pivotal Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  79. 1,661Portage Point Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  80. 1,664Premji Investrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  81. 1,666PVPresidio Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  82. 1,671Radian Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  83. 1,679Saison Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  84. 1,697TA Associatesrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  85. 1,699Tanis Financial Grouprarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6026
  86. 1,702TBThe Banc Funds Companyrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  87. 1,706Theia Blockchain Partners Master Fund LPrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  88. 1,708Tiger Global Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  89. 1,714Unconventional Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  90. 1,726XMS Capital Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  91. 1,233ViewTradeOnline brokerages and trading appsNamed by 3 of the four AI assistants.5/6027
  92. 1,242Merrillrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6027
  93. 1,256Blue Owl Capitalrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6027
  94. 1,291Apollo Global Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  95. 1,295Aureliusrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  96. 1,303BTG Pactualrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6027
  97. 1,304BTIGrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6027
  98. 1,349Hg Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  99. 1,382Naspersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  100. 1,384New Mountain Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
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