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

Wealth Management Platforms

Financial advisors, portfolio management, wealth planning

Category answer

Who AI recommends in Wealth Management Platforms

Goldman Sachs currently leads Trakkr's Wealth Management Platforms rankings, with 30 brands tracked in this category. Current leaders include Goldman Sachs, J.P. Morgan Asset, Betterment.

#
Company
Visibility
24h
7d
Models
#1
Goldman Sachs
Goldman Sachs799 mentions · avg pos 1.0
100
Industry #1
-2.5%
#2
J.P. Morgan Asset
J.P. Morgan Asset27 mentions · avg pos 2.0
91.3
Industry #2
+1.4%
#3
Betterment
Betterment1,783 mentions · avg pos 2.0
91.3
Industry #3
-0.6%
#4
UBS Wealth
UBS Wealth63 mentions · avg pos 3.0
64.0
Industry #4
+1.7%
#5
Personal Capital
Personal Capital2,172 mentions · avg pos 3.0
64.0
Industry #5
-0.3%
#6
Vanguard
Vanguard1,918 mentions · avg pos 3.3
60.1
Industry #6
+1.3%
#7
Wealthfront
Wealthfront1,852 mentions · avg pos 3.3
58.8
Industry #7
-2.1%
#8
Fidelity
Fidelity2,111 mentions · avg pos 3.7
53.8
Industry #8
-2.3%
#9
Credit Karma Tax
Credit Karma Tax449 mentions · avg pos 4.0
49.0
Industry #9
+1.1%
#10
Edward Jones
Edward Jones107 mentions · avg pos 4.0
49.0
Industry #10
-2.2%
#11
SoFi
SoFi4,316 mentions · avg pos 4.3
44.4
Industry #11
-1.5%
#12
Charles Owen
Charles Owen2,776 mentions · avg pos 4.7
40.1
Industry #12
+2.3%
#13
Morgan Stanley
Morgan Stanley219 mentions · avg pos 5.0
36.0
Industry #13
+0.4%
#14
T. Rowe Price
T. Rowe Price179 mentions · avg pos 5.0
36.0
Industry #14
-0.6%
#15
Ellevest
Ellevest444 mentions · avg pos 5.5
30.3
Industry #15
+2.3%
#16
Scholar Rock
Scholar Rock1 mention · avg pos 6.0
25.0
Industry #16
-1.2%
#17
Prudential
Prudential883 mentions · avg pos 6.0
25.0
Industry #17
-1.6%
#18
Wellington Boots
Wellington Boots2 mentions · avg pos 7.0
16.0
Industry #18
-0.8%
#19
M1 Finance
M1 Finance1,246 mentions · avg pos 7.0
16.0
Industry #19
+0.9%
#20
BlackRock
BlackRock460 mentions · avg pos 7.0
16.0
Industry #20
+0.2%
#21
Bank of America
Bank of America1,775 mentions · avg pos 7.7
11.1
Industry #21
+0.0%
#22
Citadel
Citadel3 mentions · avg pos 8.0
9.0
Industry #22
-2.3%
#23
Interactive Brokers
Interactive Brokers668 mentions · avg pos 8.0
9.0
Industry #23
-0.4%
#24
Robinhood
Robinhood2,385 mentions · avg pos 8.5
6.3
Industry #24
-0.7%
#25
Hedgeye Wealth? (no)
Hedgeye Wealth? (no)1 mention · avg pos 9.0
4.0
Industry #25
+1.3%
#26
Schwab
Schwab985 mentions · avg pos 9.0
4.0
Industry #26
+1.6%
#27
Acorns
Acorns1,499 mentions · avg pos 9.5
2.3
Industry #27
+0.5%
#28
RBC Wealth
RBC Wealth8 mentions · avg pos 10.0
1.0
Industry #28
+2.1%
#29
NerdWallet
NerdWallet380 mentions · avg pos 10.0
1.0
Industry #29
-1.6%
#30
TD Ameritrade
TD Ameritrade523 mentions · avg pos 10.0
1.0
Industry #30
+0.8%