Trakkr
The AI 500 Track any brand's AI visibility in real-time
Methodology
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 May 14, J.P. Morgan Private Bank leads Trakkr's Wealth Management Platforms AI visibility ranking, with 31 brands tracked in this category. Current top brands are J.P. Morgan Private Bank, Goldman Sachs, Betterment.

J.P. Morgan Private Bank currently leads Trakkr's Wealth Management Platforms rankings, with 31 brands tracked in this category. Current leaders include J.P. Morgan Private Bank, Goldman Sachs, Betterment.

#
Company
Visibility
24h
7d
Models
#1
J.P. Morgan Private Bank
J.P. Morgan Private Bank135 mentions · avg pos 1.0
100
Industry #1
+0.4%
#2
Goldman Sachs
Goldman Sachs862 mentions · avg pos 2.0
91.3
Industry #2
-2.5%
#3
Betterment
Betterment1,911 mentions · avg pos 2.0
91.3
Industry #3
-0.6%
#4
Morgan Stanley
Morgan Stanley233 mentions · avg pos 3.0
64.0
Industry #4
+0.4%
#5
Edward Jones
Edward Jones119 mentions · avg pos 3.0
64.0
Industry #5
-2.2%
#6
Vanguard
Vanguard2,076 mentions · avg pos 3.3
60.1
Industry #6
+1.3%
#7
SoFi
SoFi4,657 mentions · avg pos 4.0
49.0
Industry #7
-1.5%
#8
T. Rowe Price
T. Rowe Price193 mentions · avg pos 4.0
49.0
Industry #8
-0.6%
#9
Fidelity
Fidelity2,287 mentions · avg pos 4.7
40.1
Industry #9
-2.3%
#10
Wealthfront
Wealthfront1,985 mentions · avg pos 4.7
40.1
Industry #10
-2.1%
#11
Credit Karma
Credit Karma293 mentions · avg pos 5.0
36.0
Industry #11
-1.6%
#12
Acorns
Acorns1,599 mentions · avg pos 5.0
36.0
Industry #12
+0.5%
#13
Schwab
Schwab1,054 mentions · avg pos 5.0
36.0
Industry #13
+1.6%
#14
Charles Owen
Charles Owen3,018 mentions · avg pos 5.7
28.4
Industry #14
+2.3%
#15
Wells Fargo
Wells Fargo1,641 mentions · avg pos 6.0
25.0
Industry #15
-1.7%
#16
Prudential
Prudential945 mentions · avg pos 6.0
25.0
Industry #16
-1.6%
#17
UBS Global Wealth
UBS Global Wealth78 mentions · avg pos 6.5
20.3
Industry #17
+0.2%
#18
Bessemer Trust
Bessemer Trust42 mentions · avg pos 7.0
16.0
Industry #18
+2.4%
#19
Personal Capital
Personal Capital2,327 mentions · avg pos 7.0
16.0
Industry #19
-0.3%
#20
Robinhood
Robinhood2,564 mentions · avg pos 7.0
16.0
Industry #20
-0.7%
#21
M1 Finance
M1 Finance1,335 mentions · avg pos 7.0
16.0
Industry #21
+0.9%
#22
Stash
Stash829 mentions · avg pos 7.0
16.0
Industry #22
+0.4%
#23
BlackRock
BlackRock499 mentions · avg pos 7.0
16.0
Industry #23
+0.2%
#24
Ellevest
Ellevest473 mentions · avg pos 7.5
12.3
Industry #24
+2.3%
#25
Citi Double
Citi Double851 mentions · avg pos 8.0
9.0
Industry #25
+1.8%
#26
FutureAdvisor
FutureAdvisor66 mentions · avg pos 8.0
9.0
Industry #26
+0.7%
#27
NerdWallet
NerdWallet409 mentions · avg pos 8.0
9.0
Industry #27
-1.6%
#28
LegalZoom
LegalZoom655 mentions · avg pos 9.0
4.0
Industry #28
+2.1%
#29
Rothschild & Co
Rothschild & Co118 mentions · avg pos 10.0
1.0
Industry #29
+0.6%
#30
Merrill Edge
Merrill Edge339 mentions · avg pos 10.0
1.0
Industry #30
+0.1%
#31
H&R Block
H&R Block1,109 mentions · avg pos 10.0
1.0
Industry #31
-0.7%
Avg visibility32.2
Top score100.0
Brands31