Trakkr
The AI 500 Track any brand's AI visibility in real-time
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 Nov 7, Bloomberg leads Trakkr's Investment Management AI visibility ranking, with 24 brands tracked in this category. Current top brands are Bloomberg, Morningstar, Addepar.

Bloomberg currently leads Trakkr's Investment Management rankings, with 21 brands tracked in this category. Current leaders include Bloomberg, Morningstar, Addepar.

#
Company
Visibility
24h
7d
Models
#1
Bloomberg
Bloomberg816 mentions · avg pos 2.0
91.3
Industry #1
-0.2%
#2
Morningstar
Morningstar2,276 mentions · avg pos 2.0
91.3
Industry #2
-2.3%
#3
Addepar
Addepar352 mentions · avg pos 2.0
91.3
Industry #3
-1.6%
#4
Robinhood
Robinhood5,095 mentions · avg pos 2.5
79.6
Industry #4
-0.7%
#5
BlackRock
BlackRock1,063 mentions · avg pos 3.3
58.8
Industry #5
+0.2%
#6
Vanguard
Vanguard4,215 mentions · avg pos 3.5
56.3
Industry #6
+1.3%
#7
Acorns
Acorns3,074 mentions · avg pos 4.0
49.0
Industry #7
+0.5%
#8
E*TRADE
E*TRADE904 mentions · avg pos 4.0
49.0
Industry #8
-1.8%
#9
Orion
Orion2,102 mentions · avg pos 4.0
49.0
Industry #9
+0.7%
#10
Charles Owen
Charles Owen6,492 mentions · avg pos 4.3
44.4
Industry #10
+2.3%
#11
Fidelity
Fidelity4,636 mentions · avg pos 4.6
41.0
Industry #11
-2.3%
#12
eToro
eToro1,070 mentions · avg pos 5.0
36.0
Industry #12
+2.0%
#13
Schwab
Schwab2,125 mentions · avg pos 5.7
28.4
Industry #13
+1.6%
#14
Interactive Brokers
Interactive Brokers1,391 mentions · avg pos 6.0
25.0
Industry #14
-0.4%
#15
Merrill Edge
Merrill Edge671 mentions · avg pos 6.0
25.0
Industry #15
+0.1%
#16
M1 Finance
M1 Finance2,585 mentions · avg pos 7.3
13.4
Industry #16
+0.9%
#17
Wealthfront
Wealthfront3,840 mentions · avg pos 7.6
11.6
Industry #17
-2.1%
#18
SoFi
SoFi9,423 mentions · avg pos 8.0
9.0
Industry #18
-1.5%
#19
Personal Capital
Personal Capital4,435 mentions · avg pos 8.0
9.0
Industry #19
-0.3%
#20
J.P. Morgan Wealth
J.P. Morgan Wealth27 mentions · avg pos 8.0
9.0
Industry #20
+1.5%
#21
Betterment
Betterment3,710 mentions · avg pos 8.3
7.6
Industry #21
-0.6%