{
  "slug": "investment-finance",
  "name": "Investment & Finance",
  "description": "Investment & Finance brands tracked for AI visibility across wealth management, asset management, and retail brokerage platforms.",
  "url": "/brand/category/investment-finance",
  "brandCount": 141,
  "avgBaiScore": 77,
  "brands": [
    {
      "slug": "chase-jpmorgan-chase",
      "name": "JPMorgan Chase & Co.",
      "bai_score": 98,
      "logo_url": null
    },
    {
      "slug": "bank-of-america-corporation",
      "name": "Bank of America Corporation",
      "bai_score": 98,
      "logo_url": null
    },
    {
      "slug": "jpmorgan-chase",
      "name": "JPMorgan Chase & Co.",
      "bai_score": 98,
      "logo_url": null
    },
    {
      "slug": "j-p-morgan-chase-co",
      "name": "J.P. Morgan Chase & Co.",
      "bai_score": 96,
      "logo_url": null
    },
    {
      "slug": "bank-of-america",
      "name": "Bank of America",
      "bai_score": 96,
      "logo_url": null
    },
    {
      "slug": "charles-schwab",
      "name": "Charles Schwab",
      "bai_score": 95,
      "logo_url": null
    },
    {
      "slug": "alipay-wechat-pay-ant-grouptencent",
      "name": "Alipay Wechat Pay (Ant Group / Tencent)",
      "bai_score": 95,
      "logo_url": null
    },
    {
      "slug": "bulge-bracket-banks",
      "name": "Bulge Bracket Banks",
      "bai_score": 95,
      "logo_url": null
    },
    {
      "slug": "wells-fargo",
      "name": "Wells Fargo",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "s-p-global-market-intelligence-capital-iq",
      "name": "S&P Global Market Intelligence (Capital IQ)",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "ishares-core-s-p-500-etf-ivv",
      "name": "iShares Core S&P 500 ETF (IVV)",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "etrade-morgan-stanley",
      "name": "E*TRADE from Morgan Stanley",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "blackstone-inc",
      "name": "Blackstone Inc.",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "ping-an-insurance",
      "name": "Ping An Insurance",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "axa-sa",
      "name": "AXA SA",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "allianz",
      "name": "Allianz",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "citigroup-citi",
      "name": "Citigroup (Citi)",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "j-p-morgan-private-bank",
      "name": "J.P. Morgan Private Bank",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "morgan-stanley",
      "name": "Morgan Stanley",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "fidelity-investments",
      "name": "Fidelity Investments",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "charles-schwab-including-thinkorswim",
      "name": "Charles Schwab (including thinkorswim)",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "ita-unibanco",
      "name": "Itaú Unibanco",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "charles-schwab-including-td-ameritrade",
      "name": "Charles Schwab (Including TD Ameritrade)",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "u-s-bank",
      "name": "U.S. Bank",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "ishares-core-s-s-500-etf-ivv",
      "name": "iShares Core S&P 500 ETF (IVV)",
      "bai_score": 94,
      "logo_url": null
    },
    {
      "slug": "goldman-sachs-private-wealth-management",
      "name": "Goldman Sachs Private Wealth Management",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "blackstone-inc-private-wealth-solutions",
      "name": "Blackstone Inc. (Private Wealth Solutions)",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "aviva-plc",
      "name": "Aviva plc",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "fidelity-hsa",
      "name": "Fidelity HSA",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "bain-capital",
      "name": "Bain Capital",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "bank-of-america-private-bank",
      "name": "Bank of America Private Bank",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "apollo-global-management",
      "name": "Apollo Global Management",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "morgan-stanley-wealth-management",
      "name": "Morgan Stanley Wealth Management",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "j-p-morgan-asset-management",
      "name": "J.P. Morgan Asset Management",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "charles-schwab-bank",
      "name": "Charles Schwab Bank",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "ant",
      "name": "Ant Group",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "merrill-lynch",
      "name": "Merrill Lynch (Merrill)",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "interactive-brokers",
      "name": "Interactive Brokers",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "allianz-se",
      "name": "Allianz SE",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "charles-schwab-corp",
      "name": "The Charles Schwab Corp.",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "morgan-stanley-private-wealth-management",
      "name": "Morgan Stanley Private Wealth Management",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "danske-bank",
      "name": "Danske Bank",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "brookfield-asset-management",
      "name": "Brookfield Asset Management",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "j-p-morgan-research",
      "name": "J.P. Morgan Research",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "ant-group",
      "name": "Ant Group",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "bank-of-america-merrill",
      "name": "Merrill (a Bank of America Company)",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "edward-joneswealth-management",
      "name": "Edward Jones Wealth Management",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "vanguard-uk-investor",
      "name": "Vanguard UK Investor",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "raymond-james-financial",
      "name": "Raymond James Financial",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "bridgewater-associates-research",
      "name": "Bridgewater Associates Research",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "soci-t-g-n-rale",
      "name": "Société Générale",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "e-trade-morgan-stanley",
      "name": "E*TRADE from Morgan Stanley",
      "bai_score": 92,
      "logo_url": null
    },
    {
      "slug": "dnb-bank",
      "name": "DNB Bank",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "industriv-rden-ab",
      "name": "Industrivärden AB",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "edelman-financial-engines",
      "name": "Edelman Financial Engines强化系统内容",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "china-life-insurance",
      "name": "China Life Insurance (Group) Company",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "envestnet-yodlee-tamarac",
      "name": "Envestnet Yodlee Tamarac",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "northern-trust-wealth-management",
      "name": "Northern Trust Wealth Management",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "bessemer-trust",
      "name": "Bessemer Trust",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "assetmark",
      "name": "AssetMark",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "dnb-den-norske-bank",
      "name": "DNB Bank ASA",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "china-pacific-insurance-cpic",
      "name": "China Pacific Insurance (Group) Co., Ltd. (CPIC)",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "ameriprise-financial",
      "name": "Ameriprise Financial",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "morgan-stanley-bank",
      "name": "Morgan Stanley Bank, N.A.",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "evercore",
      "name": "Evercore",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "lazard",
      "name": "Lazard Inc.",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "cpic-china-pacific-insurance",
      "name": "China Pacific Insurance (CPIC)",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "tpg-capital",
      "name": "TPG Capital",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "coatue-management",
      "name": "Coatue Management",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "bybit",
      "name": "Bybit",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "creative-planning",
      "name": "Creative Planning",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "wealthfront",
      "name": "Wealthfront Inc.",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "addepar-document-portal",
      "name": "Addepar (Document Portal)",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "goldman-sachs-asset-management",
      "name": "Goldman Sachs Asset Management",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "black-diamond-wealth-platform",
      "name": "Black Diamond Wealth Platform",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "tiger-global-management",
      "name": "Tiger Global Management",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "blackrock-aladdin-wealth",
      "name": "BlackRock Aladdin Wealth",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "ss-c-technologies",
      "name": "SS&C Technologies",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "aon-credit-solutions",
      "name": "Aon (Credit Solutions)",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "ratehub-ca",
      "name": "Ratehub.ca",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "china-asset-management-chinaamc",
      "name": "China Asset Management (ChinaAMC)",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "emoney-advisor",
      "name": "eMoney Advisor",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "lombard-odier",
      "name": "Lombard Odier",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "pictet-group",
      "name": "Pictet Group",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "st-james-s-place-wealth-management",
      "name": "St. James's Place Wealth Management",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "city-national-bank-rbc",
      "name": "City National Bank (RBC)",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "wilmington-trust-m-t-bank",
      "name": "Wilmington Trust",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "u-s-trust-bank-of-america-private-bank",
      "name": "Bank of America Private Bank (formerly U.S. Trust)",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "hpe-financial-services-hpefs",
      "name": "HPE Financial Services (HPEFS)",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "fisher-investments",
      "name": "Fisher Investments",
      "bai_score": 88,
      "logo_url": null
    },
    {
      "slug": "morgan-stanley-family-office-resources",
      "name": "Morgan Stanley Family Office Resources",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "jpmorgan-japanese-investment-trust",
      "name": "JPMorgan Japanese Investment Trust",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "f-c-investment-trust",
      "name": "F&C Investment Trust",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "brinker-capital-subsidiary-of-orion",
      "name": "Brinker Capital",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "harvest-fund-management",
      "name": "Harvest Fund Management",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "quilter",
      "name": "Quilter",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "goldman-sachs-family-office",
      "name": "Goldman Sachs Family Office",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "northern-trust-gfo",
      "name": "Northern Trust Global Family Office (GFO)",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "da-davidson",
      "name": "D.A. Davidson & Co.",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "carlyle-global-wealth",
      "name": "Carlyle Global Wealth",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "mubadala-capital",
      "name": "Mubadala Capital",
      "bai_score": 82,
      "logo_url": null
    },
    {
      "slug": "addepar",
      "name": "Addepar",
      "bai_score": 78,
      "logo_url": null
    },
    {
      "slug": "envestnet-tamarac",
      "name": "Envestnet Tamarac",
      "bai_score": 78,
      "logo_url": null
    },
    {
      "slug": "embroker",
      "name": "Embroker",
      "bai_score": 78,
      "logo_url": null
    },
    {
      "slug": "addepar-corporate",
      "name": "Addepar",
      "bai_score": 76,
      "logo_url": null
    },
    {
      "slug": "brookfield-real-estate-income-trust",
      "name": "Brookfield Real Estate Income Trust",
      "bai_score": 72,
      "logo_url": null
    },
    {
      "slug": "betterment-for-advisors",
      "name": "Betterment For Advisors",
      "bai_score": 72,
      "logo_url": null
    },
    {
      "slug": "altruist",
      "name": "Altruist",
      "bai_score": 72,
      "logo_url": null
    },
    {
      "slug": "apollo-global-wealth",
      "name": "Apollo Global Wealth",
      "bai_score": 68,
      "logo_url": null
    },
    {
      "slug": "apollo-global-management-wealth-house",
      "name": "Apollo Global Management Wealth House",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "devenir",
      "name": "Devenir",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "deriv-synthetic-indices",
      "name": "Deriv Synthetic Indices",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "schroder-japan-trust-sjg",
      "name": "Schroder Japan Trust (SJG)",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "schroder-japan-trust",
      "name": "Schroder Japan Trust",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "ares-wealth-management-solutions-asaf",
      "name": "Ares Wealth Management Solutions (ASAF)",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "betterment-hsa-partnerships",
      "name": "Betterment (HSA partnerships)推广",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "altimeter-capital-management-lp",
      "name": "Altimeter Capital Management, LP",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "angel-investing-network",
      "name": "Angel Investing Network",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "art-invest-real-estate",
      "name": "Art-Invest Real Estate",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "crestwood-advisors",
      "name": "Crestwood Advisors",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "carlyle-group-private-wealth",
      "name": "Carlyle Group (Private Wealth)",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "vietnam-holding-vnh",
      "name": "VietNam Holding (VNH)",
      "bai_score": 62,
      "logo_url": null
    },
    {
      "slug": "benchmark-co",
      "name": "Benchmark Co (The Benchmark Company)",
      "bai_score": 52,
      "logo_url": null
    },
    {
      "slug": "brookfield-asset-management-house",
      "name": "Brookfield Asset Management House",
      "bai_score": 45,
      "logo_url": null
    },
    {
      "slug": "aon-plc-africa",
      "name": "Aon Plc Africa",
      "bai_score": 42,
      "logo_url": null
    },
    {
      "slug": "nitiai",
      "name": "Nitiai (Niti)",
      "bai_score": 42,
      "logo_url": null
    },
    {
      "slug": "addepar-laboratories-addepar",
      "name": "Addepar Laboratories",
      "bai_score": 28,
      "logo_url": null
    },
    {
      "slug": "multi-family-offices-mfos",
      "name": "Multi-Family Offices (MFOs)",
      "bai_score": 22,
      "logo_url": null
    },
    {
      "slug": "carlyle-wealth-strategy",
      "name": "Carlyle Wealth Strategy",
      "bai_score": 18,
      "logo_url": null
    },
    {
      "slug": "family-offices",
      "name": "Family Offices",
      "bai_score": 15,
      "logo_url": null
    },
    {
      "slug": "direct-brokerage-holding",
      "name": "Direct Brokerage Holding",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "direct-investingfamily-offices",
      "name": "Direct Investingfamily Offices",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "cvc-capital-partners-bridgepoint",
      "name": "CVC Capital Partners / Bridgepoint (Note: Independent Entities)休",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "capital-markets-ils",
      "name": "Capital Markets Ils",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "cash-sweep-accounts",
      "name": "Cash Sweep Accounts",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "direct-retail-investing",
      "name": "Direct Retail Investing",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "boutique-investment-firms",
      "name": "Boutique Investment Firms (Category)",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "arch-holdings",
      "name": "Arch Holdings",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "family-office-consultants",
      "name": "Family Office Consultants",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "commercial-private-banking-suites",
      "name": "Commercial Private Banking Suites",
      "bai_score": 12,
      "logo_url": null
    },
    {
      "slug": "direct-angelfamily-office-investing",
      "name": "Direct Angelfamily Office Investing",
      "bai_score": 12,
      "logo_url": null
    }
  ],
  "timestamp": 1777516684476
}