Trakkr
The AI 500 Track any brand's AI visibility in real-time
Methodology
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

J.P. Morgan Private Bank currently leads Trakkr's Wealth Management Platforms rankings, with 32 brands tracked in this category. Current leaders include J.P. Morgan Private Bank, Wealthfront, Goldman Sachs.

#
Company
Visibility
24h
7d
Models
#1
J.P. Morgan Private Bank
J.P. Morgan Private Bank116 mentions · avg pos 1.0
100
Industry #1
+0.4%
#2
Wealthfront
Wealthfront1,720 mentions · avg pos 1.3
97.8
Industry #2
-2.1%
#3
Goldman Sachs
Goldman Sachs739 mentions · avg pos 2.0
91.3
Industry #3
-2.5%
#4
Betterment
Betterment1,655 mentions · avg pos 2.0
91.3
Industry #4
-0.6%
#5
UBS Wealth
UBS Wealth58 mentions · avg pos 3.0
64.0
Industry #5
+1.7%
#6
Morgan Stanley
Morgan Stanley197 mentions · avg pos 4.0
49.0
Industry #6
+0.4%
#7
BlackRock
BlackRock420 mentions · avg pos 4.0
49.0
Industry #7
+0.2%
#8
Credit Karma Tax
Credit Karma Tax414 mentions · avg pos 5.0
36.0
Industry #8
+1.1%
#9
Personal
Personal29 mentions · avg pos 5.0
36.0
Industry #9
-0.8%
#10
Runnymore Advisors
Runnymore Advisors1 mention · avg pos 5.0
36.0
Industry #10
-2.5%
#11
Fidelity
Fidelity1,966 mentions · avg pos 5.0
36.0
Industry #11
-2.3%
#12
T. Rowe Price
T. Rowe Price170 mentions · avg pos 5.0
36.0
Industry #12
-0.6%
#13
Misty
Misty8 mentions · avg pos 5.0
36.0
Industry #13
+2.1%
#14
Vanguard
Vanguard1,776 mentions · avg pos 5.5
30.3
Industry #14
+1.3%
#15
SoFi
SoFi3,983 mentions · avg pos 5.7
28.4
Industry #15
-1.5%
#16
Citi Double
Citi Double712 mentions · avg pos 6.0
25.0
Industry #16
+1.8%
#17
Facet Wealth
Facet Wealth45 mentions · avg pos 6.0
25.0
Industry #17
+2.0%
#18
Acorns
Acorns1,403 mentions · avg pos 6.0
25.0
Industry #18
+0.5%
#19
Stellarium
Stellarium194 mentions · avg pos 6.0
25.0
Industry #19
-0.4%
#20
Charles Owen
Charles Owen2,534 mentions · avg pos 6.5
20.3
Industry #20
+2.3%
#21
Wells Fargo
Wells Fargo1,405 mentions · avg pos 7.0
16.0
Industry #21
-1.7%
#22
Abacus Planning Group
Abacus Planning Group1 mention · avg pos 7.0
16.0
Industry #22
+1.8%
#23
Schwab
Schwab915 mentions · avg pos 7.0
16.0
Industry #23
+1.6%
#24
Bank of America
Bank of America1,624 mentions · avg pos 7.0
16.0
Industry #24
+0.0%
#25
HNW Solutions by Julius Baer
HNW Solutions by Julius Baer1 mention · avg pos 8.0
9.0
Industry #25
+1.1%
#26
M1 Finance
M1 Finance1,157 mentions · avg pos 8.0
9.0
Industry #26
+0.9%
#27
Ellevest
Ellevest414 mentions · avg pos 8.0
9.0
Industry #27
+2.3%
#28
PRI? Hmm
PRI? Hmm1 mention · avg pos 8.0
9.0
Industry #28
-0.4%
#29
Robertson Wealth
Robertson Wealth1 mention · avg pos 9.0
4.0
Industry #29
-1.4%
#30
H&R Block
H&R Block961 mentions · avg pos 9.0
4.0
Industry #30
-0.7%
#31
Goldcrest Wealth
Goldcrest Wealth1 mention · avg pos 10.0
1.0
Industry #31
-2.2%
#32
E-Trade
E-Trade6 mentions · avg pos 10.0
1.0
Industry #32
+1.9%
Avg visibility32.7
Top score100.0
Brands32