Category
Investment management
Who AI recommends when asked about investment management. 21 brands on the list today.
Addepar, Bloomberg and Morningstar tie for first on score.
- Brands listed
- 21
- Leader
- 3 tied
- Addepar, Bloomberg, Morningstar
- All on 91.3, listed A to Z
- Lead
- Tied
- Three share first, 91.3
- With 2 others
- Category average
- 41.7
- Average place 5.1
- Across the 21
Addepar, Bloomberg and Morningstar share the lead. 9 of the 21 are named in only a fifth of answers.
Where each brand lands in the answer, from first place to tenth, and how often it is named at all.
| # | Brand | Place | Named | Score | Sector |
|---|---|---|---|---|---|
| 1= | Addepar | 2.0 | 20% | 91.3 | Platform |
| 1= | Bloomberg | 2.0 | 20% | 91.3 | Media |
| 1= | Morningstar | 2.0 | 40% | 91.3 | Finance |
| 4 | Robinhood | 2.5 | 40% | 79.6 | Finance |
| 5 | BlackRock | 3.3 | 60% | 58.8 | Finance |
| 6 | Vanguard | 3.5 | 80% | 56.3 | Finance |
| 7= | Acorns | 4.0 | 20% | 49.0 | Finance |
| 7= | E*TRADE | 4.0 | 20% | 49.0 | Finance |
| 7= | Orion | 4.0 | 20% | 49.0 | Platform |
| 10 | Charles Owen | 4.3 | 60% | 44.4 | Hardware |
| 11 | Fidelity | 4.6 | 100% | 41.0 | Finance |
| 12 | eToro | 5.0 | 20% | 36.0 | Platform |
| 13 | Schwab | 5.7 | 60% | 28.4 | Finance |
| 14= | Interactive Brokers | 6.0 | 20% | 25.0 | Platform |
| 14= | Merrill Edge | 6.0 | 40% | 25.0 | Finance |
| 16 | M1 Finance | 7.3 | 60% | 13.4 | Finance |
| 17 | Wealthfront | 7.6 | 100% | 11.6 | Finance |
| 18= | J.P. Morgan Wealth | 8.0 | 20% | 9.0 | Finance |
| 18= | Personal Capital | 8.0 | 20% | 9.0 | Finance |
| 18= | SoFi | 8.0 | 40% | 9.0 | Finance |
| 21 | Betterment | 8.3 | 80% | 7.6 | Finance |
= means tied on score
How this list works
AI is asked about investment management every day. A brand’s score reflects where it lands in the answers that name it, so 100 means named first every time. Named is the share of answers that mention it at all. Names that fail our checks are counted but not listed.