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 29 brands tracked in this category. Current leaders include Goldman Sachs, J.P. Morgan Private Bank, Wealthsimple.

#
Company
Visibility
24h
7d
Models
#1
Goldman Sachs
Goldman Sachs745 mentions · avg pos 1.0
100
Industry #1
-2.5%
#2
J.P. Morgan Private Bank
J.P. Morgan Private Bank117 mentions · avg pos 2.0
91.3
Industry #2
+0.4%
#3
Wealthsimple
Wealthsimple76 mentions · avg pos 2.0
91.3
Industry #3
-1.0%
#4
Betterment
Betterment1,667 mentions · avg pos 2.3
85.2
Industry #4
-0.6%
#5
Ellevest
Ellevest416 mentions · avg pos 3.5
56.3
Industry #5
+2.3%
#6
Credit Karma Tax
Credit Karma Tax417 mentions · avg pos 4.0
49.0
Industry #6
+1.1%
#7
BlackRock
BlackRock422 mentions · avg pos 4.0
49.0
Industry #7
+0.2%
#8
Vanguard
Vanguard1,788 mentions · avg pos 4.3
45.6
Industry #8
+1.3%
#9
Fidelity
Fidelity1,978 mentions · avg pos 4.3
44.4
Industry #9
-2.3%
#10
SoFi
SoFi4,011 mentions · avg pos 4.3
44.4
Industry #10
-1.5%
#11
Charles Owen
Charles Owen2,552 mentions · avg pos 4.7
40.1
Industry #11
+2.3%
#12
Morgan Stanley
Morgan Stanley199 mentions · avg pos 5.0
36.0
Industry #12
+0.4%
#13
Wealthfront
Wealthfront1,729 mentions · avg pos 5.0
36.0
Industry #13
-2.1%
#14
Acorns
Acorns1,414 mentions · avg pos 5.5
30.3
Industry #14
+0.5%
#15
Voya Financial
Voya Financial23 mentions · avg pos 6.0
25.0
Industry #15
+1.6%
#16
UBS WM
UBS WM3 mentions · avg pos 6.3
21.8
Industry #16
+2.0%
#17
T. Rowe Price
T. Rowe Price173 mentions · avg pos 6.5
20.3
Industry #17
-0.6%
#18
Northern Softies
Northern Softies2 mentions · avg pos 7.0
16.0
Industry #18
+0.8%
#19
Personal Capital
Personal Capital2,030 mentions · avg pos 7.0
16.0
Industry #19
-0.3%
#20
PayPal
PayPal3,464 mentions · avg pos 7.0
16.0
Industry #20
+2.3%
#21
Stash
Stash727 mentions · avg pos 7.0
16.0
Industry #21
+0.4%
#22
Robinhood
Robinhood2,226 mentions · avg pos 7.5
12.3
Industry #22
-0.7%
#23
Interactive Brokers
Interactive Brokers626 mentions · avg pos 8.0
9.0
Industry #23
-0.4%
#24
M1 Finance
M1 Finance1,165 mentions · avg pos 8.0
9.0
Industry #24
+0.9%
#25
New Era
New Era3,043 mentions · avg pos 8.0
9.0
Industry #25
+0.9%
#26
Prudential
Prudential834 mentions · avg pos 8.5
6.3
Industry #26
-1.6%
#27
Rothschild & Co
Rothschild & Co101 mentions · avg pos 9.0
4.0
Industry #27
+0.6%
#28
John Boos
John Boos1,018 mentions · avg pos 9.0
4.0
Industry #28
-0.1%
#29
Legal & General
Legal & General61 mentions · avg pos 10.0
1.0
Industry #29
-1.2%