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 Sep 5, J.P. Morgan Private Bank leads Trakkr's Wealth Management Platforms AI visibility ranking, with 30 brands tracked in this category. Current top brands are J.P. Morgan Private Bank, UBS Global Wealth, Vanguard.

J.P. Morgan Private Bank currently leads Trakkr's Wealth Management Platforms rankings, with 22 brands tracked in this category. Current leaders include J.P. Morgan Private Bank, UBS Global Wealth, Vanguard.

#
Company
Visibility
24h
7d
Models
#1
J.P. Morgan Private Bank
J.P. Morgan Private Bank211 mentions · avg pos 2.0
91.3
Industry #1
+0.4%
#2
UBS Global Wealth
UBS Global Wealth132 mentions · avg pos 3.0
64.0
Industry #2
+0.2%
#3
Vanguard
Vanguard3,432 mentions · avg pos 3.0
64.0
Industry #3
+1.3%
#4
Wealthfront
Wealthfront3,173 mentions · avg pos 3.3
58.8
Industry #4
-2.1%
#5
T. Rowe Price
T. Rowe Price306 mentions · avg pos 4.0
49.0
Industry #5
-0.6%
#6
Betterment
Betterment3,068 mentions · avg pos 4.3
45.6
Industry #6
-0.6%
#7
Fidelity
Fidelity3,771 mentions · avg pos 4.8
39.1
Industry #7
-2.3%
#8
Credit Karma Tax
Credit Karma Tax770 mentions · avg pos 5.0
36.0
Industry #8
+1.1%
#9
Personal Capital
Personal Capital3,628 mentions · avg pos 5.0
36.0
Industry #9
-0.3%
#10
SoFi
SoFi7,680 mentions · avg pos 5.0
36.0
Industry #10
-1.5%
#11
M1 Finance
M1 Finance2,133 mentions · avg pos 5.0
36.0
Industry #11
+0.9%
#12
Robinhood
Robinhood4,183 mentions · avg pos 5.0
36.0
Industry #12
-0.7%
#13
Bank of America
Bank of America3,212 mentions · avg pos 5.0
36.0
Industry #13
+0.0%
#14
Schwab
Schwab1,741 mentions · avg pos 5.0
36.0
Industry #14
+1.6%
#15
Schwab Intelligent Portfolios
Schwab Intelligent Portfolios154 mentions · avg pos 6.0
25.0
Industry #15
+1.7%
#16
BlackRock
BlackRock835 mentions · avg pos 6.0
25.0
Industry #16
+0.2%
#17
Charles Owen
Charles Owen5,294 mentions · avg pos 6.7
18.8
Industry #17
+2.3%
#18
Merrill Edge
Merrill Edge547 mentions · avg pos 8.0
9.0
Industry #18
+0.1%
#19
Ellevest
Ellevest757 mentions · avg pos 8.5
6.3
Industry #19
+2.3%
#20
Citi Double
Citi Double1,492 mentions · avg pos 9.0
4.0
Industry #20
+1.8%
#21
E*TRADE
E*TRADE734 mentions · avg pos 9.0
4.0
Industry #21
-1.8%
#22
Acorns
Acorns2,549 mentions · avg pos 9.5
2.3
Industry #22
+0.5%
Avg visibility34.5
Top score91.3
Brands22