Finance studyOrder book
Advisers and services
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
346 advisory and services firms attending Money20/20 USA, showing 301 to 346
- 1,954
MHPrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,959
nineteen93rarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,968PBPearson Booth Consultingrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24
- 1,969
Penumbra Strategiesrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,983
Seabird Digitalrarely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,990
Stephano Slackrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,991
Strativ Grouprarely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,992
Summit Path Partnersrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,994
Synechronrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,995
TBW Advisorsrarely namedResearch, news and mediaNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,998
The AI Peoplerarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 1,999
The RWC Grouprarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 2,011WSWeatherfield Strategiesrarely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24
- 2,015
Zuber Lawlerrarely namedLaw firmsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 2,019WTWinston Taylorrarely namedLaw firmsNamed by 1 of the four AI assistants.1/60Named by 1 of the four AI assistants.23
- 2,020ACABeam Consultingrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23
- 2,024
ArcCentrxrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,037
Connect Verserarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,038
Decipher Identityrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,045FAFlowscale Advisorsrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23
- 2,046
Gernandt & Danielssonrarely namedLaw firmsNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,053
McGuffin Creative Grouprarely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,062
Patomak Global Partnersrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,064
R Systemsrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,066
Romero Insights & Advisoryrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,068SSimplifeerarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23
- 2,070
Spiralem – Innovation Consultingrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,072
The Fintech Power 50rarely namedResearch, news and mediaNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,073
The Fuzzy Cow Podcastrarely namedResearch, news and mediaNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,074
The Latinmedia Grouprarely namedResearch, news and mediaNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,075
The Rudin Grouprarely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.23 - 2,105
DataLab USArarely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,114
GTL Associatesrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,118
Inflexx GTMrarely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,123
Light Node Venturesrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,124
NCB Lab.rarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,125
Nomura Research Instituterarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,131
Quratedrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,132RPRosenberg & Parkerrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22
- 2,133
Royal Mediararely namedResearch, news and mediaNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,137
ThoughtFocusrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,142
Vansaryrarely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,143
VARTEQrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 2,171
The Entrepreneur’s Investment Officerarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.21 - 2,180
VIPNET Mediararely namedMarketing, communications and recruitment agenciesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.20 - 2,197SSSightSpanrarely namedConsultancies and professional servicesNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.17