Category
Wealth management platforms
Who AI recommends when asked about wealth management platforms. 22 brands on the list today.
Goldman Sachs is named in one in five answers. J.P. Morgan Private Bank, next on score, in one in five.
- Brands listed
- 22
- Leader
- Goldman Sachs
- 100.0, named in one in five
- Lead
- 8.7 points
- Over J.P. Morgan Private Bank, 91.3
- Not tied
- Category average
- 38.4
- Average place 5.3
- Across the 22
Goldman Sachs leads. 10 of the 22 are named in only a fifth of answers.
Where each brand lands in the answer, from first place to tenth, and how often it is named at all.
| # | Brand | Place | Named | Score | Sector |
|---|---|---|---|---|---|
| 1 | Goldman Sachs | 1.0 | 20% | 100.0 | Finance |
| 2 | J.P. Morgan Private Bank | 2.0 | 20% | 91.3 | Finance |
| 3 | Vanguard | 2.3 | 60% | 85.2 | Finance |
| 4 | Betterment | 2.7 | 60% | 69.4 | Finance |
| 5 | UBS Global Wealth | 3.0 | 20% | 64.0 | Finance |
| 6= | Credit Karma | 4.0 | 20% | 49.0 | Finance |
| 6= | Schwab | 4.0 | 60% | 49.0 | Finance |
| 6= | T. Rowe Price | 4.0 | 20% | 49.0 | Finance |
| 6= | Wealthfront | 4.0 | 60% | 49.0 | Finance |
| 10 | SoFi | 4.7 | 60% | 40.1 | Finance |
| 11 | Fidelity | 5.0 | 40% | 36.0 | Finance |
| 12= | Bank of America | 6.0 | 20% | 25.0 | Finance |
| 12= | BlackRock | 6.0 | 40% | 25.0 | Finance |
| 12= | Ellevest | 6.0 | 40% | 25.0 | Finance |
| 15 | Personal Capital | 6.3 | 60% | 21.8 | Finance |
| 16 | Morgan Stanley | 7.0 | 40% | 16.0 | Finance |
| 17 | M1 Finance | 7.5 | 40% | 12.3 | Finance |
| 18= | Acorns | 8.0 | 40% | 9.0 | Finance |
| 18= | Bessemer Trust | 8.0 | 20% | 9.0 | Finance |
| 18= | Prudential | 8.0 | 20% | 9.0 | Finance |
| 18= | Public | 8.0 | 20% | 9.0 | Platform |
| 22 | New Era | 10.0 | 20% | 1.0 | Hardware |
= means tied on score
How this list works
AI is asked about wealth management platforms every day. A brand’s score reflects where it lands in the answers that name it, so 100 means named first every time. Named is the share of answers that mention it at all. Names that fail our checks are counted but not listed.