Overview Leaderboard Methodology
Industry Report

Robo-Advisors

Automated investment services that construct and manage diversified portfolios using algorithms, typically offering low-cost, goal-based advice and tax-loss harvesting.

Brands tracked: 31
Brands analyzed: 31
Last updated: 2026-04-23
Model: OpenAI GPT-5
Prompts: 251
Total responses: 1,260
Top Brand Overall?
Betterment
87/100

Highest overall AI Visibility Score in this industry.

LBA Leader?
Fidelity
90

Highest score on the LBA metric in this industry.

Authority Leader?
Betterment
80

Highest score on the Authority metric in this industry.

TOM Leader?
Betterment
100

Highest score on the TOM metric in this industry.

Betterment is the default answer in AI responses for Robo-Advisors

Betterment and Charles Schwab together dominate AI responses for Robo-Advisors. Both brands consistently surface unprompted, with the model treating them as the default answers for most category queries. Brands outside the top two face a structural disadvantage: users are usually given these two before the model even considers alternatives.

Brand Leaderboard All 31 Robo-Advisors brands ranked

Ranked by overall AI Visibility Score (smoothed geometric mean of LBA, Authority, and TOM with an LBA-based floor on Authority and TOM, see methodology). Click any brand for the full report.

# Brand LBA Authority TOM Overall
1
Betterment
betterment.com
 81
80
100
87
2
Charles Schwab
schwab.com
 87
74
82
81
3
Fidelity
fidelity.com
 90
70
78
79
4
Wealthfront
wealthfront.com
 81
62
96
78
5
Vanguard
vanguard.com
 76
49
73
65
6
SoFi
sofi.com
 74
27
35
42
7
Acorns
acorns.com
 78
8
11
21
8
M1
m1.com
 63
6
18
21
9
E*TRADE
etrade.com
 82
8
8
20
10
Endowus
endowus.com
 72
7
7
18
11
Scalable Capital
scalable.capital
 74
7
7
18
12
StashAway
stashaway.sg
 70
7
7
17
13
Ellevest
ellevest.com
 64
6
6
16
14
Syfe
syfe.com
 66
7
7
16
15
Wealthsimple Tax
wealthsimple.com
 63
6
6
16
16
Indexa Capital
indexacapital.com
 61
6
6
15
17
Moneyfarm
moneyfarm.com
 60
6
6
15
18
Nutmeg
nutmeg.com
 63
6
6
15
19
Sarwa
sarwa.co
 59
6
6
15
20
Wahed
wahed.com
 57
6
6
14
21
Yomoni
yomoni.fr
 57
6
6
14
22
S
SigFig
sigfig.com
 51
5
5
13
23
Finax
finax.eu
 48
5
5
12
24
inbestMe
inbestme.com
 44
4
4
11
25
Empower Personal Dashboard
empower.com
 32
3
5
10
26
Ginmon
ginmon.de
 40
4
4
10
27
growney
growney.de
 39
4
4
10
28
Nalo
nalo.fr
 38
4
4
10
29
Quirion
quirion.de
 37
4
4
10
30
True Wealth
truewealth.ch
 33
3
3
9
31
Easyvest
easyvest.be
 31
3
3
8

How is this calculated? Methodology

Every brand in this leaderboard is scored against the same set of 251 shared Robo-Advisors prompts. The same prompts, same model, same iterations. So differences in scores reflect actual differences in AI visibility, not differences in measurement.

Overall AI Visibility Score
Smoothed geometric mean of LBA, Authority and TOM. Authority and TOM are floored at LBA × 0.1 before the geometric mean (the same floor used in the per-metric cards above, so brand cards and the composite tell the same story). Formula: composite = ((LBA + 5)(Authority + 5)(TOM + 5))^(1/3) - 5. The floor keeps brands the model clearly recognises but doesn't yet recommend from collapsing to zero, while a single genuinely weak metric still pulls the composite down. Full methodology.
Shared industry prompts
For Authority and TOM, all brands in the industry are scored against the same 251 category prompts (e.g. "best SEO tools for agencies"). This makes brand-to-brand comparisons valid - everyone faces identical inputs. LBA prompts are per-brand because they ask brand-specific questions.
Latent Brand Association (LBA)
5 brand probes + 1 control prompt, each run 5 times in recall mode (no web search). LBA = quality × meta × stability × share × recognition × 100. Read the full LBA methodology →
LLM Authority
50 organic category prompts (discovery, comparison, problem and transactional intents), each run once in recall mode and once in retrieval mode. Score = frequency × log-decayed prominence × intent weight, then 50/50 averaged across the two modes. Read the full Authority methodology →
Top of Mind (TOM)
15 high-volume discovery prompts (sourced from Keywords Everywhere search-volume data), each run 5 times in pure recall mode (no web). Score = frequency × (0.5 + 0.5 × log-prominence), volume-weighted. Read the full TOM methodology →