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 1 to 100

#CompanyNamedScore
  1. 1PTO ExchangeRetirement and workplace benefitsNamed by 4 of the four AI assistants.14/6057
  2. 33Interactive BrokersOnline brokerages and trading appsNamed by 4 of the four AI assistants.26/6046
  3. 36True Link FinancialWealth managers and financial advisersNamed by 4 of the four AI assistants.16/6046
  4. 45AcornsRobo-advisers and investing appsNamed by 4 of the four AI assistants.28/6045
  5. 51Trust & WillWealth managers and financial advisersNamed by 4 of the four AI assistants.20/6045
  6. 62Alpaca MarketsOnline brokerages and trading appsNamed by 4 of the four AI assistants.30/6044
  7. 80VanguardAsset managersNamed by 4 of the four AI assistants.11/6044
  8. 84StoneXOnline brokerages and trading appsNamed by 3 of the four AI assistants.7/6044
  9. 96Charles SchwabOnline brokerages and trading appsNamed by 4 of the four AI assistants.19/6043
  10. 113Abry PartnersPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.7/6043
  11. 145Sequoia CapitalVenture capital and growth investorsNamed by 4 of the four AI assistants.10/6042
  12. 152Morgan StanleyWealth managers and financial advisersNamed by 4 of the four AI assistants.6/6042
  13. 170AAPMEXOnline brokerages and trading appsNamed by 4 of the four AI assistants.15/6041
  14. 173EvercoreInvestment banks and capital marketsNamed by 4 of the four AI assistants.14/6041
  15. 177Curql CollectiveVenture capital and growth investorsNamed by 3 of the four AI assistants.11/6041
  16. 182Houlihan LokeyInvestment banks and capital marketsNamed by 4 of the four AI assistants.9/6041
  17. 188a16z cryptoVenture capital and growth investorsNamed by 4 of the four AI assistants.8/6041
  18. 193MercerRetirement and workplace benefitsNamed by 4 of the four AI assistants.7/6041
  19. 207Team8Venture capital and growth investorsNamed by 3 of the four AI assistants.4/6041
  20. 209Parlay FinanceOnline brokerages and trading appsNamed by 3 of the four AI assistants.3/6041
  21. 215Titanium Venturesrarely namedVenture capital and growth investorsNamed by 2 of the four AI assistants.2/6041
  22. 222TradeStationOnline brokerages and trading appsNamed by 4 of the four AI assistants.15/6040
  23. 224BettermentRobo-advisers and investing appsNamed by 4 of the four AI assistants.14/6040
  24. 226WebullOnline brokerages and trading appsNamed by 4 of the four AI assistants.14/6040
  25. 227DriveWealthOnline brokerages and trading appsNamed by 4 of the four AI assistants.13/6040
  26. 233WealthfrontRobo-advisers and investing appsNamed by 4 of the four AI assistants.11/6040
  27. 253Perella Weinberg PartnersInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6040
  28. 261Volition CapitalPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.5/6040
  29. 291Nyca PartnersVenture capital and growth investorsNamed by 4 of the four AI assistants.11/6039
  30. 313QED InvestorsVenture capital and growth investorsNamed by 4 of the four AI assistants.7/6039
  31. 335Insight PartnersPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.4/6039
  32. 336LiquidityPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.4/6039
  33. 345Ares ManagementPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6039
  34. 346Balyasny Asset ManagementAsset managersNamed by 3 of the four AI assistants.3/6039
  35. 347Burford CapitalPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6039
  36. 359Addition Wealthrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6039
  37. 363EPEdison Partnersrarely namedPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.2/6039
  38. 364Edward Jonesrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6039
  39. 399General AtlanticPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.7/6038
  40. 406Moelis & CompanyInvestment banks and capital marketsNamed by 3 of the four AI assistants.6/6038
  41. 408CitadelPrivate equity and alternative investmentsNamed by 4 of the four AI assistants.5/6038
  42. 440Ameriprise Financialrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6038
  43. 464Financial Technology PartnersInvestment banks and capital marketsNamed by 4 of the four AI assistants.9/6037
  44. 469JefferiesInvestment banks and capital marketsNamed by 4 of the four AI assistants.8/6037
  45. 479Andreessen HorowitzVenture capital and growth investorsNamed by 4 of the four AI assistants.6/6037
  46. 483Apex Fintech SolutionsOnline brokerages and trading appsNamed by 3 of the four AI assistants.5/6037
  47. 501Oak HC/FTVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6037
  48. 506StepStone GroupPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.3/6037
  49. 516Northern Trustrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/6037
  50. 530Treasury Curverarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6037
  51. 555Blockchain CapitalVenture capital and growth investorsNamed by 3 of the four AI assistants.7/6036
  52. 561JMI EquityPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.6/6036
  53. 562LazardInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6036
  54. 563T. Rowe PriceAsset managersNamed by 4 of the four AI assistants.6/6036
  55. 565Wellesley Hills FinancialInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6036
  56. 584IRA FinancialRetirement and workplace benefitsNamed by 2 of the four AI assistants.3/6036
  57. 588TTV CapitalVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6036
  58. 589UptiqWealth managers and financial advisersNamed by 3 of the four AI assistants.3/6036
  59. 593FTV Capitalrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.2/6036
  60. 600FAFirst American Trustrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6036
  61. 603Updata Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6036
  62. 608Fidelity InvestmentsOnline brokerages and trading appsNamed by 4 of the four AI assistants.13/6035
  63. 625SecfiWealth managers and financial advisersNamed by 4 of the four AI assistants.7/6035
  64. 628BNY MellonAsset managersNamed by 4 of the four AI assistants.6/6035
  65. 633BlackRockAsset managersNamed by 4 of the four AI assistants.4/6035
  66. 646Valor Capital GroupVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6035
  67. 651Bernsteinrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/6035
  68. 653Empowerrarely namedRetirement and workplace benefitsNamed by 1 of the four AI assistants.1/6035
  69. 656Motive Partnersrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6035
  70. 660Susquehanna Growth Equityrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6035
  71. 663Canvas Primerarely namedVenture capital and growth investorsNamed by 0 of the four AI assistants.0/6035
  72. 666SStashrarely namedRobo-advisers and investing appsNamed by 0 of the four AI assistants.0/6035
  73. 678MicroVenturesVenture capital and growth investorsNamed by 4 of the four AI assistants.7/6034
  74. 684Hovde GroupInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6034
  75. 721Fin CapitalVenture capital and growth investorsNamed by 4 of the four AI assistants.10/6033
  76. 728Accel-KKRPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.5/6033
  77. 744StageOne VenturesVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6033
  78. 745UBSWealth managers and financial advisersNamed by 2 of the four AI assistants.3/6033
  79. 746VariantVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6033
  80. 747Viola CreditPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6033
  81. 751PSG Equityrarely namedPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.2/6033
  82. 753Capital Grouprarely namedAsset managersNamed by 1 of the four AI assistants.1/6033
  83. 779Take Profit TraderOnline brokerages and trading appsNamed by 3 of the four AI assistants.4/6032
  84. 783DRWPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.3/6032
  85. 790TPGPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6032
  86. 795PJT Partnersrarely namedInvestment banks and capital marketsNamed by 2 of the four AI assistants.2/6032
  87. 796TIAArarely namedRetirement and workplace benefitsNamed by 2 of the four AI assistants.2/6032
  88. 801Robinhood MarketsOnline brokerages and trading appsNamed by 4 of the four AI assistants.9/6031
  89. 805Marex FinancialInvestment banks and capital marketsNamed by 4 of the four AI assistants.8/6031
  90. 806KBWInvestment banks and capital marketsNamed by 4 of the four AI assistants.7/6031
  91. 822Community Investment ManagementPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6031
  92. 826TTCVVenture capital and growth investorsNamed by 2 of the four AI assistants.3/6031
  93. 828Blue Owlrarely namedPrivate equity and alternative investmentsNamed by 2 of the four AI assistants.2/6031
  94. 833GCGrowthCurve Capitalrarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.2/6031
  95. 870Infinity VenturesVenture capital and growth investorsNamed by 3 of the four AI assistants.3/6030
  96. 889KKR & Co.rarely namedPrivate equity and alternative investmentsNamed by 1 of the four AI assistants.1/6030
  97. 907RothschildInvestment banks and capital marketsNamed by 4 of the four AI assistants.6/6029
  98. 917Broadhaven Capital PartnersInvestment banks and capital marketsNamed by 3 of the four AI assistants.3/6029
  99. 918Carlyle GroupPrivate equity and alternative investmentsNamed by 3 of the four AI assistants.3/6029
  100. 943Affiliated Managers Grouprarely namedAsset managersNamed by 1 of the four AI assistants.1/6029
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