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 Nov 7, Goldman Sachs leads Trakkr's Wealth Management Platforms AI visibility ranking, with 29 brands tracked in this category. Current top brands are Goldman Sachs, Wealthfront, J.P. Morgan Wealth.

Goldman Sachs currently leads Trakkr's Wealth Management Platforms rankings, with 23 brands tracked in this category. Current leaders include Goldman Sachs, Wealthfront, J.P. Morgan Wealth.

#
Company
Visibility
24h
7d
Models
#1
Goldman Sachs
Goldman Sachs1,691 mentions · avg pos 1.0
100
Industry #1
-2.5%
#2
Wealthfront
Wealthfront3,840 mentions · avg pos 1.3
97.8
Industry #2
-2.1%
#3
J.P. Morgan Wealth
J.P. Morgan Wealth27 mentions · avg pos 2.0
91.3
Industry #3
+1.5%
#4
Betterment
Betterment3,710 mentions · avg pos 2.3
85.2
Industry #4
-0.6%
#5
BlackRock
BlackRock1,063 mentions · avg pos 3.0
64.0
Industry #5
+0.2%
#6
Schwab
Schwab2,125 mentions · avg pos 4.0
49.0
Industry #6
+1.6%
#7
Vanguard
Vanguard4,215 mentions · avg pos 4.3
45.6
Industry #7
+1.3%
#8
Acorns
Acorns3,074 mentions · avg pos 4.5
42.3
Industry #8
+0.5%
#9
Charles Owen
Charles Owen6,492 mentions · avg pos 4.7
40.1
Industry #9
+2.3%
#10
Morgan Stanley
Morgan Stanley497 mentions · avg pos 5.0
36.0
Industry #10
+0.4%
#11
Fidelity
Fidelity4,636 mentions · avg pos 5.0
36.0
Industry #11
-2.3%
#12
T. Rowe Price
T. Rowe Price382 mentions · avg pos 5.0
36.0
Industry #12
-0.6%
#13
SoFi
SoFi9,423 mentions · avg pos 5.7
28.4
Industry #13
-1.5%
#14
Merrill Edge
Merrill Edge671 mentions · avg pos 6.0
25.0
Industry #14
+0.1%
#15
Credit Karma Tax
Credit Karma Tax903 mentions · avg pos 6.0
25.0
Industry #15
+1.1%
#16
Edward Jones
Edward Jones252 mentions · avg pos 6.0
25.0
Industry #16
-2.2%
#17
Personal Capital
Personal Capital4,435 mentions · avg pos 6.5
20.3
Industry #17
-0.3%
#18
Northern Tool
Northern Tool355 mentions · avg pos 7.0
16.0
Industry #18
-1.9%
#19
Ellevest
Ellevest920 mentions · avg pos 7.5
12.3
Industry #19
+2.3%
#20
M1 Finance
M1 Finance2,585 mentions · avg pos 8.0
9.0
Industry #20
+0.9%
#21
Prudential
Prudential1,882 mentions · avg pos 8.0
9.0
Industry #21
-1.6%
#22
Robinhood
Robinhood5,095 mentions · avg pos 9.0
4.0
Industry #22
-0.7%
#23
Voya Financial
Voya Financial46 mentions · avg pos 9.0
4.0
Industry #23
+1.6%