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 101 to 200

#CompanyNamedScore
  1. 953Corebridge Financialrarely namedRetirement and workplace benefitsNamed by 1 of the four AI assistants.1/6029
  2. 957Hamilton Lanerarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6029
  3. 970Summit Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6029
  4. 1,022William Blair & CompanyInvestment banks and capital marketsNamed by 4 of the four AI assistants.5/6028
  5. 1,026Goldman SachsInvestment banks and capital marketsNamed by 3 of the four AI assistants.3/6028
  6. 1,030Raymond James FinancialWealth managers and financial advisersNamed by 3 of the four AI assistants.3/6028
  7. 1,032StifelOnline brokerages and trading appsNamed by 3 of the four AI assistants.3/6028
  8. 1,036Flourish Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.2/6028
  9. 1,058EJF Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6028
  10. 1,089Activant Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  11. 1,091Apogem Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  12. 1,094Atonrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  13. 1,102BRC Group Holdingsrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6028
  14. 1,104BUXrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  15. 1,109Coinagerarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6028
  16. 1,113Cota Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  17. 1,118DekaBankrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  18. 1,126Estancia Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  19. 1,134FINTOP Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  20. 1,140Fulcrum Equity Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  21. 1,150ICONIQ Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  22. 1,163MFS Investment Managementrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  23. 1,171NatWest Marketsrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6028
  24. 1,181ORIX Growth Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  25. 1,182Outliers Venture Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6028
  26. 1,195Point72 Asset Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  27. 1,201Rithm Capitalrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  28. 1,205SEI Managementrarely namedAsset managersNamed by 0 of the four AI assistants.0/6028
  29. 1,211Ten Coves Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6028
  30. 1,233ViewTradeOnline brokerages and trading appsNamed by 3 of the four AI assistants.5/6027
  31. 1,242Merrillrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6027
  32. 1,256Blue Owl Capitalrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6027
  33. 1,291Apollo Global Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  34. 1,295Aureliusrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  35. 1,303BTG Pactualrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6027
  36. 1,304BTIGrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6027
  37. 1,349Hg Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  38. 1,382Naspersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  39. 1,384New Mountain Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  40. 1,395Permira Advisersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  41. 1,399Principal Financial Grouprarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6027
  42. 1,412Socium Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  43. 1,418The Garagerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  44. 1,420Thriventrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6027
  45. 1,427Union Investmentrarely namedAsset managersNamed by 0 of the four AI assistants.0/6027
  46. 1,431Vitruvian Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6027
  47. 1,432Voya Financialrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6027
  48. 1,434WestBridge Capital Advisorsrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6027
  49. 1,449IA Capital Grouprarely namedVenture capital and growth investorsNamed by 2 of the four AI assistants.2/6026
  50. 1,451LPL Financialrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6026
  51. 1,455Blackstonerarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6026
  52. 1,460F-Prime Capitalrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  53. 1,464Global PayTech Venturesrarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  54. 1,470Portagerarely namedVenture capital and growth investorsNamed by 1 of the four AI assistants.1/6026
  55. 1,485ABAllianceBernsteinrarely namedAsset managersNamed by 0 of the four AI assistants.0/6026
  56. 1,487Alpha Edisonrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  57. 1,489Altamont Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  58. 1,512Black Dragon Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  59. 1,520Centerbridge Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  60. 1,528Clear Haven Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  61. 1,538Corestar Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  62. 1,561EQTrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  63. 1,573Future Standardrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  64. 1,582GTCRrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  65. 1,606Kudu Investment Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  66. 1,607Left Lane Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  67. 1,610Liberty Street Advisorsrarely namedAsset managersNamed by 0 of the four AI assistants.0/6026
  68. 1,615Macquarie Grouprarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  69. 1,625MS&AD Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  70. 1,633NVNOEMIS Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  71. 1,659Pivotal Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  72. 1,661Portage Point Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  73. 1,664Premji Investrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  74. 1,666PVPresidio Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  75. 1,671Radian Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  76. 1,679Saison Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  77. 1,697TA Associatesrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  78. 1,699Tanis Financial Grouprarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6026
  79. 1,702TBThe Banc Funds Companyrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  80. 1,706Theia Blockchain Partners Master Fund LPrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  81. 1,708Tiger Global Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6026
  82. 1,714Unconventional Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6026
  83. 1,726XMS Capital Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6026
  84. 1,742Franklin Resourcesrarely namedAsset managersNamed by 1 of the four AI assistants.1/6025
  85. 1,754AMG National Trustrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6025
  86. 1,790FTFirst Trust Capital Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  87. 1,791Flexpoint Fordrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  88. 1,795GlidingPathrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6025
  89. 1,800HighSage Venturesrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  90. 1,804Invictus Growth Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  91. 1,813LPLone Pine Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  92. 1,821Nfluence Partnersrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6025
  93. 1,834Pivot Investment Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  94. 1,835Primary Venture Partnersrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6025
  95. 1,843Rivonia Road Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  96. 1,848STGrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  97. 1,849Stone Point Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  98. 1,850SStraxtrararely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6025
  99. 1,860Tricor Pacific Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  100. 1,861Troutwoodrarely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6025
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