Gartner for Marketers Research

Digital IQ Index February 20, 2020

Wealth and Asset Management US 2019

The revolution in digital wealth management has begun to pick up speed, with robo advisors and no-fee offers proliferating. Once a space that catered to the 1%, both established brands and low-cost fintechs are racing to attract affluent and mass-market consumers with digital-first products. Brokerages that were born online dominate the upper echelon of this space, but other players should take solace in the fact that this market is still anybody’s game.

This report benchmarks the digital performance of approximately 75 brands covering wealth, investment & asset management, private banking and fintech.

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    Rankings

    75 Brands

    Key

    • Genius

    • Gifted

    • Average

    • Challenged

    • Feeble

    Rank

    Brand

    Class

    1

    Fidelity Investments

    Genius

    2

    Charles Schwab

    Genius

    2

    E-Trade

    Genius

    4

    Vanguard

    Genius

    5

    TD Ameritrade

    Gifted

    6

    Merrill

    Gifted

    7

    Edward Jones

    Gifted

    8

    Morgan Stanley

    Gifted

    9

    TIAA

    Gifted

    10

    Robinhood

    Gifted

    10

    UBS

    Gifted

    12

    Northwestern Mutual

    Gifted

    13

    Betterment

    Gifted

    13

    Voya

    Gifted

    15

    T. Rowe Price

    Gifted

    16

    BlackRock

    Gifted

    17

    Personal Capital

    Gifted

    18

    Wells Fargo Advisors

    Gifted

    19

    Acorns

    Average

    20

    RBC Wealth Management

    Average

    20

    Wealthfront

    Average

    22

    Wealthsimple

    Average

    23

    Bank of America Private Bank

    Average

    23

    Ellevest

    Average

    23

    Northern Trust

    Average

    26

    M1 Finance

    Average

    27

    Raymond James Financial

    Average

    28

    Key Private Bank

    Average

    29

    Goldman Sachs

    Average

    29

    Invesco

    Average

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