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
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
203 investing and wealth companies attending Money20/20 USA, showing 201 to 203
- 2,194
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 - 2,203NWNew Wave Financialrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.16
- 2,212
PhillipCapitalrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.15