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 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 101 to 200

#CompanyNamedScore
  1. 1,182Outliers Venture Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  2. 1,195Point72 Asset Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  3. 1,205SEI Managementrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  4. 1,211Ten Coves Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  5. 1,233ViewTradeOnline brokerages and trading appsNamed by 3 of the four AI assistants.5/6027
  6. 1,295Aureliusrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  7. 1,303BTG Pactualrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6027
  8. 1,304BTIGrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6027
  9. 1,349Hg Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  10. 1,382Naspersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  11. 1,384New Mountain Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  12. 1,395Permira Advisersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  13. 1,412Socium Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  14. 1,418The Garagerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  15. 1,420Thriventrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6027
  16. 1,427Union Investmentrarely namedAsset managersNamed by 0 of the four AI assistants.0/6027
  17. 1,431Vitruvian Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  18. 1,434WestBridge Capital Advisorsrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  19. 1,449IA Capital Grouprarely namedVenture capital and growth investorsNamed by 2 of the four AI assistants.2/6026
  20. 1,460F-Prime Capitalrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  21. 1,464Global PayTech Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  22. 1,470Portagerarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  23. 1,485ABAllianceBernsteinrarely namedAsset managersNamed by 0 of the four AI assistants.0/6026
  24. 1,487Alpha Edisonrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  25. 1,489Altamont Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  26. 1,512Black Dragon Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  27. 1,520Centerbridge Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  28. 1,528Clear Haven Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  29. 1,538Corestar Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  30. 1,561EQTrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  31. 1,573Future Standardrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  32. 1,582GTCRrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  33. 1,606Kudu Investment Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  34. 1,607Left Lane Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  35. 1,610Liberty Street Advisorsrarely namedAsset managersNamed by 0 of the four AI assistants.0/6026
  36. 1,615Macquarie Grouprarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  37. 1,625MS&AD Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  38. 1,633NVNOEMIS Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  39. 1,659Pivotal Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  40. 1,661Portage Point Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  41. 1,664Premji Investrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  42. 1,666PVPresidio Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  43. 1,671Radian Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  44. 1,679Saison Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  45. 1,697TA Associatesrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  46. 1,699Tanis Financial Grouprarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6026
  47. 1,702TBThe Banc Funds Companyrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  48. 1,706Theia Blockchain Partners Master Fund LPrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  49. 1,708Tiger Global Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  50. 1,714Unconventional Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  51. 1,726XMS Capital Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  52. 1,742Franklin Resourcesrarely namedAsset managersNamed by 1 of the four AI assistants.1/6025
  53. 1,754AMG National Trustrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6025
  54. 1,790FTFirst Trust Capital Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  55. 1,791Flexpoint Fordrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  56. 1,795GlidingPathrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6025
  57. 1,800HighSage Venturesrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  58. 1,804Invictus Growth Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  59. 1,813LPLone Pine Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  60. 1,821Nfluence Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6025
  61. 1,834Pivot Investment Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  62. 1,835Primary Venture Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  63. 1,843Rivonia Road Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  64. 1,848STGrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  65. 1,849Stone Point Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  66. 1,850SStraxtrararely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6025
  67. 1,860Tricor Pacific Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  68. 1,861Troutwoodrarely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6025
  69. 1,864Valby Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  70. 1,878Clearhaven Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6024
  71. 1,893Arusha Wealthrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6024
  72. 1,903Carbide Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  73. 1,904CIFCrarely namedAsset managersNamed by 0 of the four AI assistants.0/6024
  74. 1,923Furtherrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6024
  75. 1,930i80 Grouprarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6024
  76. 1,955MissionOGrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  77. 1,958NewView Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  78. 1,979Restive Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  79. 1,984Searchlight Capital Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6024
  80. 1,989State Streetrarely namedAsset managersNamed by 0 of the four AI assistants.0/6024
  81. 2,036Cohen & Companyrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6023
  82. 2,040Empros Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  83. 2,049HOLDEXOrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6023
  84. 2,050Illuminate Financialrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  85. 2,061Onigiri Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  86. 2,093Affinity Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  87. 2,097Canapi Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  88. 2,110G Squaredrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  89. 2,112Goldfinch Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  90. 2,113Group 1001rarely namedAsset managersNamed by 0 of the four AI assistants.0/6022
  91. 2,127Partners for Growthrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  92. 2,130Proofpoint Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  93. 2,136Thomvest Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  94. 2,144W.H. Financial Servicesrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6022
  95. 2,145Xx15venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  96. 2,151Cohen Circlerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  97. 2,156Field Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  98. 2,158Gillson Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6021
  99. 2,173TriplePoint Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  100. 2,189Xenrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6019
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