Trakkr
The AI 500 Track any brand's AI visibility in real-time
Methodology
The AI 500/Financial Services/Investment Management

Investment Management

Asset managers, mutual funds, ETFs, wealth management

Category answer

Who AI recommends in Investment Management

Bloomberg currently leads Trakkr's Investment Management rankings, with 27 brands tracked in this category. Current leaders include Bloomberg, Acorns, FactSet.

#
Company
Visibility
24h
7d
Models
#1
Bloomberg
Bloomberg401 mentions · avg pos 1.5
96.5
Industry #1
-0.2%
#2
Acorns
Acorns1,506 mentions · avg pos 2.0
91.3
Industry #2
+0.5%
#3
FactSet
FactSet166 mentions · avg pos 2.0
91.3
Industry #3
+1.6%
#4
Qplum
Qplum6 mentions · avg pos 3.0
64.0
Industry #4
-1.7%
#5
Robinhood
Robinhood2,398 mentions · avg pos 4.0
49.0
Industry #5
-0.7%
#6
BlackRock
BlackRock461 mentions · avg pos 4.0
49.0
Industry #6
+0.2%
#7
Betterment
Betterment1,794 mentions · avg pos 4.3
44.4
Industry #7
-0.6%
#8
Fidelity
Fidelity2,124 mentions · avg pos 4.5
42.3
Industry #8
-2.3%
#9
Morningstar
Morningstar1,015 mentions · avg pos 4.7
40.1
Industry #9
-2.3%
#10
Planful
Planful20 mentions · avg pos 5.0
36.0
Industry #10
+2.5%
#11
TIAA
TIAA109 mentions · avg pos 5.0
36.0
Industry #11
+0.5%
#12
Addepar
Addepar175 mentions · avg pos 5.0
36.0
Industry #12
-1.6%
#13
Vanguard
Vanguard1,929 mentions · avg pos 5.4
31.4
Industry #13
+1.3%
#14
Charles Owen
Charles Owen2,799 mentions · avg pos 5.7
28.4
Industry #14
+2.3%
#15
M1 Finance
M1 Finance1,252 mentions · avg pos 6.0
25.0
Industry #15
+0.9%
#16
Fortuna
Fortuna1 mention · avg pos 6.0
25.0
Industry #16
+0.7%
#17
Edward Jones
Edward Jones109 mentions · avg pos 6.0
25.0
Industry #17
-2.2%
#18
Envestnet
Envestnet28 mentions · avg pos 6.0
25.0
Industry #18
+0.2%
#19
Schwab
Schwab989 mentions · avg pos 6.3
21.8
Industry #19
+1.6%
#20
Wealthfront
Wealthfront1,864 mentions · avg pos 7.0
16.0
Industry #20
-2.1%
#21
Stash
Stash779 mentions · avg pos 7.0
16.0
Industry #21
+0.4%
#22
Benchmarks
Benchmarks8 mentions · avg pos 7.0
16.0
Industry #22
+2.0%
#23
Interactive Brokers
Interactive Brokers673 mentions · avg pos 8.0
9.0
Industry #23
-0.4%
#24
Carta
Carta54 mentions · avg pos 8.0
9.0
Industry #24
+0.6%
#25
Personal Capital
Personal Capital2,185 mentions · avg pos 8.0
9.0
Industry #25
-0.3%
#26
SoFi
SoFi4,342 mentions · avg pos 8.5
6.3
Industry #26
-1.5%
#27
Kubera
Kubera15 mentions · avg pos 9.0
4.0
Industry #27
+0.3%
Avg visibility34.9
Top score96.5
Brands27