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

Citation summary: As of Jun 28, UBS Private leads Trakkr's Wealth Management Platforms AI visibility ranking, with 32 brands tracked in this category. Current top brands are UBS Private, JPMorgan Private Bank, SoFi.

UBS Private currently leads Trakkr's Wealth Management Platforms rankings, with 32 brands tracked in this category. Current leaders include UBS Private, JPMorgan Private Bank, SoFi.

#
Company
Visibility
24h
7d
Models
#1
UBS Private
UBS Private4 mentions · avg pos 1.0
100
Industry #1
-1.9%
#2
JPMorgan Private Bank
JPMorgan Private Bank11 mentions · avg pos 2.0
91.3
Industry #2
-1.7%
#3
SoFi
SoFi5,868 mentions · avg pos 2.7
69.4
Industry #3
-1.5%
#4
Goldman Sachs
Goldman Sachs1,062 mentions · avg pos 3.0
64.0
Industry #4
-2.5%
#5
Merrill Edge
Merrill Edge428 mentions · avg pos 3.0
64.0
Industry #5
+0.1%
#6
Morgan Stanley
Morgan Stanley300 mentions · avg pos 4.0
49.0
Industry #6
+0.4%
#7
Vanguard
Vanguard2,609 mentions · avg pos 4.0
49.0
Industry #7
+1.3%
#8
Fidelity
Fidelity2,876 mentions · avg pos 4.0
49.0
Industry #8
-2.3%
#9
Wealthfront
Wealthfront2,447 mentions · avg pos 4.0
49.0
Industry #9
-2.1%
#10
BlackRock
BlackRock634 mentions · avg pos 4.0
49.0
Industry #10
+0.2%
#11
Schwab
Schwab1,323 mentions · avg pos 4.7
40.1
Industry #11
+1.6%
#12
Citi Double
Citi Double1,114 mentions · avg pos 5.0
36.0
Industry #12
+1.8%
#13
Charles Owen
Charles Owen3,908 mentions · avg pos 5.0
36.0
Industry #13
+2.3%
#14
M1 Finance
M1 Finance1,652 mentions · avg pos 5.0
36.0
Industry #14
+0.9%
#15
Prudential
Prudential1,179 mentions · avg pos 5.0
36.0
Industry #15
-1.6%
#16
Betterment
Betterment2,375 mentions · avg pos 5.3
33.1
Industry #16
-0.6%
#17
Credit Karma Tax
Credit Karma Tax587 mentions · avg pos 6.0
25.0
Industry #17
+1.1%
#18
Edward Jones
Edward Jones154 mentions · avg pos 6.0
25.0
Industry #18
-2.2%
#19
Ellevest
Ellevest590 mentions · avg pos 6.5
20.3
Industry #19
+2.3%
#20
Bank of America
Bank of America2,418 mentions · avg pos 7.0
16.0
Industry #20
+0.0%
#21
Personal Capital
Personal Capital2,827 mentions · avg pos 7.0
16.0
Industry #21
-0.3%
#22
TIAA
TIAA151 mentions · avg pos 7.0
16.0
Industry #22
+0.5%
#23
Robinhood
Robinhood3,212 mentions · avg pos 7.5
12.3
Industry #23
-0.7%
#24
Northern Trust Private Wealth
Northern Trust Private Wealth1 mention · avg pos 8.0
9.0
Industry #24
-1.3%
#25
Voya
Voya47 mentions · avg pos 8.0
9.0
Industry #25
+0.8%
#26
Julius Baer
Julius Baer15 mentions · avg pos 9.0
4.0
Industry #26
+2.2%
#27
FutureAdvisor
FutureAdvisor82 mentions · avg pos 9.0
4.0
Industry #27
+0.7%
#28
Nationwide
Nationwide3,161 mentions · avg pos 9.0
4.0
Industry #28
+0.2%
#29
Acorns
Acorns1,970 mentions · avg pos 9.0
4.0
Industry #29
+0.5%
#30
Wells Fargo Propel
Wells Fargo Propel110 mentions · avg pos 10.0
1.0
Industry #30
-0.7%
#31
Facet Wealth
Facet Wealth68 mentions · avg pos 10.0
1.0
Industry #31
+2.0%
#32
E*TRADE
E*TRADE562 mentions · avg pos 10.0
1.0
Industry #32
-1.8%