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 May 14, Bloomberg leads Trakkr's Investment Management AI visibility ranking, with 28 brands tracked in this category. Current top brands are Bloomberg, FactSet, Morningstar.

Bloomberg currently leads Trakkr's Investment Management rankings, with 28 brands tracked in this category. Current leaders include Bloomberg, FactSet, Morningstar.

#
Company
Visibility
24h
7d
Models
#1
Bloomberg
Bloomberg424 mentions · avg pos 1.0
100
Industry #1
-0.2%
#2
FactSet
FactSet176 mentions · avg pos 2.0
91.3
Industry #2
+1.6%
#3
Morningstar
Morningstar1,088 mentions · avg pos 3.0
64.0
Industry #3
-2.3%
#4
Fidelity
Fidelity2,287 mentions · avg pos 3.8
51.8
Industry #4
-2.3%
#5
Schwab
Schwab1,054 mentions · avg pos 4.0
49.0
Industry #5
+1.6%
#6
E*TRADE
E*TRADE456 mentions · avg pos 4.0
49.0
Industry #6
-1.8%
#7
EQS
EQS4 mentions · avg pos 4.0
49.0
Industry #7
-0.8%
#8
Charles Owen
Charles Owen3,018 mentions · avg pos 4.3
44.4
Industry #8
+2.3%
#9
Vanguard
Vanguard2,076 mentions · avg pos 4.5
42.3
Industry #9
+1.3%
#10
Betterment
Betterment1,911 mentions · avg pos 5.0
36.0
Industry #10
-0.6%
#11
Robinhood
Robinhood2,564 mentions · avg pos 5.0
36.0
Industry #11
-0.7%
#12
BlackRock
BlackRock499 mentions · avg pos 5.0
36.0
Industry #12
+0.2%
#13
Addepar
Addepar185 mentions · avg pos 5.0
36.0
Industry #13
-1.6%
#14
Wealthfront
Wealthfront1,985 mentions · avg pos 5.7
28.4
Industry #14
-2.1%
#15
Acorns
Acorns1,599 mentions · avg pos 6.0
25.0
Industry #15
+0.5%
#16
TD Ameritrade
TD Ameritrade564 mentions · avg pos 6.0
25.0
Industry #16
+0.8%
#17
T. Rowe Price Retirement
T. Rowe Price Retirement65 mentions · avg pos 6.0
25.0
Industry #17
+1.4%
#18
M1 Finance
M1 Finance1,335 mentions · avg pos 6.5
20.3
Industry #18
+0.9%
#19
SoFi
SoFi4,657 mentions · avg pos 7.0
16.0
Industry #19
-1.5%
#20
SimCorp Dimension
SimCorp Dimension45 mentions · avg pos 7.0
16.0
Industry #20
+2.4%
#21
性
性1 mention · avg pos 8.0
9.0
Industry #21
+1.2%
#22
Personal Capital
Personal Capital2,327 mentions · avg pos 9.0
4.0
Industry #22
-0.3%
#23
Merrill Edge
Merrill Edge339 mentions · avg pos 9.0
4.0
Industry #23
+0.1%
#24
Aladdin
Aladdin22 mentions · avg pos 9.0
4.0
Industry #24
+2.0%
#25
Interactive Brokers
Interactive Brokers716 mentions · avg pos 10.0
1.0
Industry #25
-0.4%
#26
Ally
Ally420 mentions · avg pos 10.0
1.0
Industry #26
+1.5%
#27
Intuit
Intuit9,481 mentions · avg pos 10.0
1.0
Industry #27
+1.0%
#28
Treasury Prime
Treasury Prime3 mentions · avg pos 10.0
1.0
Industry #28
+1.1%
Avg visibility30.9
Top score100.0
Brands28