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 1 to 100

#CompanyNamedScore
  1. 1PTO ExchangeRetirement and workplace benefitsNamed by 4 of the four AI assistants.14/6057
  2. 36True Link FinancialWealth managers and financial advisersNamed by 4 of the four AI assistants.16/6046
  3. 51Trust & WillWealth managers and financial advisersNamed by 4 of the four AI assistants.20/6045
  4. 62Alpaca MarketsOnline brokerages and trading appsNamed by 4 of the four AI assistants.30/6044
  5. 80VanguardAsset managersNamed by 4 of the four AI assistants.11/6044
  6. 96Charles SchwabOnline brokerages and trading appsNamed by 4 of the four AI assistants.19/6043
  7. 113Abry PartnersPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.7/6043
  8. 145Sequoia CapitalVenture capital and growth investorsNamed by 4 of the four AI assistants.10/6042
  9. 152Morgan StanleyWealth managers and financial advisersNamed by 4 of the four AI assistants.6/6042
  10. 170AAPMEXOnline brokerages and trading appsNamed by 4 of the four AI assistants.15/6041
  11. 177Curql CollectiveVenture capital and growth investorsNamed by 3 of the four AI assistants.11/6041
  12. 182Houlihan LokeyInvestment banks and capital marketsNamed by 4 of the four AI assistants.9/6041
  13. 188a16z cryptoVenture capital and growth investorsNamed by 4 of the four AI assistants.8/6041
  14. 207Team8Venture capital and growth investorsNamed by 3 of the four AI assistants.4/6041
  15. 209Parlay FinanceOnline brokerages and trading appsNamed by 3 of the four AI assistants.3/6041
  16. 215Titanium Venturesrarely namedVenture capital and growth investorsNamed by 2 of the four AI assistants.2/6041
  17. 222TradeStationOnline brokerages and trading appsNamed by 4 of the four AI assistants.15/6040
  18. 224BettermentRobo-advisers and investing appsNamed by 4 of the four AI assistants.14/6040
  19. 226WebullOnline brokerages and trading appsNamed by 4 of the four AI assistants.14/6040
  20. 227DriveWealthOnline brokerages and trading appsNamed by 4 of the four AI assistants.13/6040
  21. 253Perella Weinberg PartnersInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6040
  22. 261Volition CapitalPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.5/6040
  23. 291Nyca PartnersVenture capital and growth investorsNamed by 4 of the four AI assistants.11/6039
  24. 313QED InvestorsVenture capital and growth investorsNamed by 4 of the four AI assistants.7/6039
  25. 335Insight PartnersPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.4/6039
  26. 336LiquidityPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.4/6039
  27. 345Ares ManagementPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6039
  28. 346Balyasny Asset ManagementAsset managersNamed by 3 of the four AI assistants.3/6039
  29. 359Addition Wealthrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6039
  30. 363EPEdison Partnersrarely namedPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.2/6039
  31. 364Edward Jonesrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6039
  32. 399General AtlanticPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.7/6038
  33. 408CitadelPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.5/6038
  34. 464Financial Technology PartnersInvestment banks and capital marketsNamed by 4 of the four AI assistants.9/6037
  35. 469JefferiesInvestment banks and capital marketsNamed by 4 of the four AI assistants.8/6037
  36. 479Andreessen HorowitzVenture capital and growth investorsNamed by 4 of the four AI assistants.6/6037
  37. 483Apex Fintech SolutionsOnline brokerages and trading appsNamed by 3 of the four AI assistants.5/6037
  38. 501Oak HC/FTVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6037
  39. 506StepStone GroupPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.3/6037
  40. 516Northern Trustrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6037
  41. 530Treasury Curverarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6037
  42. 555Blockchain CapitalVenture capital and growth investorsNamed by 3 of the four AI assistants.7/6036
  43. 561JMI EquityPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.6/6036
  44. 565Wellesley Hills FinancialInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6036
  45. 584IRA FinancialRetirement and workplace benefitsNamed by 2 of the four AI assistants.3/6036
  46. 588TTV CapitalVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6036
  47. 589UptiqWealth managers and financial advisersNamed by 3 of the four AI assistants.3/6036
  48. 593FTV Capitalrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.2/6036
  49. 600FAFirst American Trustrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6036
  50. 603Updata Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6036
  51. 608Fidelity InvestmentsOnline brokerages and trading appsNamed by 4 of the four AI assistants.13/6035
  52. 625SecfiWealth managers and financial advisersNamed by 4 of the four AI assistants.7/6035
  53. 633BlackRockAsset managersNamed by 4 of the four AI assistants.4/6035
  54. 646Valor Capital GroupVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6035
  55. 651Bernsteinrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6035
  56. 656Motive Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6035
  57. 660Susquehanna Growth Equityrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6035
  58. 663Canvas Primerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6035
  59. 678MicroVenturesVenture capital and growth investorsNamed by 4 of the four AI assistants.7/6034
  60. 684Hovde GroupInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6034
  61. 721Fin CapitalVenture capital and growth investorsNamed by 4 of the four AI assistants.10/6033
  62. 728Accel-KKRPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.5/6033
  63. 744StageOne VenturesVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6033
  64. 745UBSWealth managers and financial advisersNamed by 2 of the four AI assistants.3/6033
  65. 746VariantVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6033
  66. 747Viola CreditPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6033
  67. 751PSG Equityrarely namedPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.2/6033
  68. 753Capital Grouprarely namedAsset managersNamed by 1 of the four AI assistants.1/6033
  69. 779Take Profit TraderOnline brokerages and trading appsNamed by 3 of the four AI assistants.4/6032
  70. 783DRWPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.3/6032
  71. 790TPGPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6032
  72. 795PJT Partnersrarely namedInvestment banks and capital marketsNamed by 2 of the four AI assistants.2/6032
  73. 801Robinhood MarketsOnline brokerages and trading appsNamed by 4 of the four AI assistants.9/6031
  74. 805Marex FinancialInvestment banks and capital marketsNamed by 4 of the four AI assistants.8/6031
  75. 806KBWInvestment banks and capital marketsNamed by 4 of the four AI assistants.7/6031
  76. 822Community Investment ManagementPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6031
  77. 826TTCVVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6031
  78. 828Blue Owlrarely namedPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.2/6031
  79. 833GCGrowthCurve Capitalrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.2/6031
  80. 870Infinity VenturesVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6030
  81. 907RothschildInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6029
  82. 917Broadhaven Capital PartnersInvestment banks and capital marketsNamed by 3 of the four AI assistants.3/6029
  83. 970Summit Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6029
  84. 1,022William Blair & CompanyInvestment banks and capital marketsNamed by 4 of the four AI assistants.5/6028
  85. 1,026Goldman SachsInvestment banks and capital marketsNamed by 3 of the four AI assistants.3/6028
  86. 1,036Flourish Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.2/6028
  87. 1,058EJF Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6028
  88. 1,089Activant Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  89. 1,091Apogem Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  90. 1,094Atonrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  91. 1,104BUXrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  92. 1,109Coinagerarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  93. 1,113Cota Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  94. 1,118DekaBankrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  95. 1,126Estancia Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  96. 1,134FINTOP Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  97. 1,140Fulcrum Equity Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  98. 1,150ICONIQ Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  99. 1,171NatWest Marketsrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6028
  100. 1,181ORIX Growth Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
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