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

Citation summary: As of Jun 29, Bloomberg leads Trakkr's Investment Management AI visibility ranking, with 29 brands tracked in this category. Current top brands are Bloomberg, Morningstar, FactSet.

Bloomberg currently leads Trakkr's Investment Management rankings, with 29 brands tracked in this category. Current leaders include Bloomberg, Morningstar, FactSet.

#
Company
Visibility
24h
7d
Models
#1
Bloomberg
Bloomberg526 mentions · avg pos 1.5
96.5
Industry #1
-0.2%
#2
Morningstar
Morningstar1,392 mentions · avg pos 2.0
91.3
Industry #2
-2.3%
#3
FactSet
FactSet216 mentions · avg pos 2.0
91.3
Industry #3
+1.6%
#4
Fidelity
Fidelity2,876 mentions · avg pos 3.0
64.0
Industry #4
-2.3%
#5
Schwab
Schwab1,323 mentions · avg pos 3.0
64.0
Industry #5
+1.6%
#6
Charles Owen
Charles Owen3,908 mentions · avg pos 3.0
64.0
Industry #6
+2.3%
#7
Robinhood
Robinhood3,212 mentions · avg pos 4.0
49.0
Industry #7
-0.7%
#8
Vanguard
Vanguard2,609 mentions · avg pos 4.0
49.0
Industry #8
+1.3%
#9
Addepar
Addepar230 mentions · avg pos 4.0
49.0
Industry #9
-1.6%
#10
BlackRock
BlackRock634 mentions · avg pos 4.3
44.4
Industry #10
+0.2%
#11
Acorns
Acorns1,970 mentions · avg pos 5.0
36.0
Industry #11
+0.5%
#12
M1 Finance
M1 Finance1,652 mentions · avg pos 5.5
30.3
Industry #12
+0.9%
#13
Wealthfront
Wealthfront2,447 mentions · avg pos 6.0
25.0
Industry #13
-2.1%
#14
TIAA
TIAA151 mentions · avg pos 6.0
25.0
Industry #14
+0.5%
#15
eFront
eFront70 mentions · avg pos 6.0
25.0
Industry #15
-0.2%
#16
Stash
Stash1,041 mentions · avg pos 6.5
20.3
Industry #16
+0.4%
#17
Merrill Edge
Merrill Edge428 mentions · avg pos 6.5
20.3
Industry #17
+0.1%
#18
Loomis Sayles
Loomis Sayles2 mentions · avg pos 7.0
16.0
Industry #18
+0.9%
#19
Portfolios++
Portfolios++1 mention · avg pos 7.0
16.0
Industry #19
+0.1%
#20
Betterment
Betterment2,375 mentions · avg pos 7.3
14.1
Industry #20
-0.6%
#21
SoFi
SoFi5,868 mentions · avg pos 7.5
12.3
Industry #21
-1.5%
#22
Ellevest
Ellevest590 mentions · avg pos 8.0
9.0
Industry #22
+2.3%
#23
Edward Jones
Edward Jones154 mentions · avg pos 8.0
9.0
Industry #23
-2.2%
#24
Quicken
Quicken1,798 mentions · avg pos 8.0
9.0
Industry #24
+0.3%
#25
Personal Capital
Personal Capital2,827 mentions · avg pos 9.0
4.0
Industry #25
-0.3%
#26
Voya
Voya47 mentions · avg pos 9.0
4.0
Industry #26
+0.8%
#27
Nine800
Nine8001 mention · avg pos 9.0
4.0
Industry #27
-2.2%
#28
Sound Financial Group
Sound Financial Group1 mention · avg pos 10.0
1.0
Industry #28
+0.5%
#29
Orbis Investment Manager
Orbis Investment Manager1 mention · avg pos 10.0
1.0
Industry #29
+0.9%
Avg visibility32.5
Top score96.5
Brands29