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
Rezolve Ai
MethodDemo
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 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 201 to 238

#CompanyNamedScore
  1. 1,864Valby Capital Managementrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6025
  2. 1,878Clearhaven Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6024
  3. 1,893Arusha Wealthrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6024
  4. 1,903Carbide Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  5. 1,904CIFCrarely namedAsset managersNamed by 0 of the four AI assistants.0/6024
  6. 1,923Furtherrarely namedRetirement and workplace benefitsNamed by 0 of the four AI assistants.0/6024
  7. 1,930i80 Grouprarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6024
  8. 1,955MissionOGrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  9. 1,958NewView Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  10. 1,961Oppenheimer Holdingsrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6024
  11. 1,979Restive Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6024
  12. 1,984Searchlight Capital Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6024
  13. 1,989State Streetrarely namedAsset managersNamed by 0 of the four AI assistants.0/6024
  14. 2,036Cohen & Companyrarely namedInvestment banks and capital marketsNamed by 0 of the four AI assistants.0/6023
  15. 2,040Empros Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  16. 2,049HOLDEXOrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6023
  17. 2,050Illuminate Financialrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  18. 2,051Invescorarely namedAsset managersNamed by 0 of the four AI assistants.0/6023
  19. 2,061Onigiri Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6023
  20. 2,093Affinity Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  21. 2,097Canapi Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  22. 2,103Cohen & Steersrarely namedAsset managersNamed by 0 of the four AI assistants.0/6022
  23. 2,110G Squaredrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  24. 2,112Goldfinch Partnersrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  25. 2,113Group 1001rarely namedAsset managersNamed by 0 of the four AI assistants.0/6022
  26. 2,127Partners for Growthrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6022
  27. 2,130Proofpoint Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  28. 2,136Thomvest Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  29. 2,144W.H. Financial Servicesrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6022
  30. 2,145Xx15venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6022
  31. 2,151Cohen Circlerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  32. 2,156Field Venturesrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  33. 2,158Gillson Capitalrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6021
  34. 2,173TriplePoint Capitalrarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6021
  35. 2,189Xenrarely namedPrivate equity and alternative investmentsNamed by 0 of the four AI assistants.0/6019
  36. 2,194RBC Capital Marketsrarely namedInvestment banks and capital marketsNamed by 2 of the four AI assistants.2/6017
  37. 2,203NWNew Wave Financialrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/6016
  38. 2,212PhillipCapitalrarely namedOnline brokerages and trading appsNamed by 0 of the four AI assistants.0/6015
Next step

Want AI assistants to name your company?

Book a 30-minute demo to see Rezolve Ai in action and what it can do for your business.

Request a demo