Gartner for Marketers Research

Gartner Digital IQ Index 29 December, 2020

Wealth and Asset Management U.S. 2020 DIQ

Gartner’s Digital IQ Index: Wealth and Asset Management, U.S., 2020 benchmarks the digital performance of 68 wealth management, asset management and private banking brands. Digital marketing leaders should use this research to identify leaders and benchmark against peers of similar size and scale.

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    Rankings

    68 Brands

    Key

    • Genius

    • Gifted

    • Average

    • Challenged

    • Feeble

    • Rank Unavailable

    Rank

    Brand

    Class

    1

    Fidelity Investments

    Genius

    2

    Charles Schwab

    Genius

    3

    Vanguard

    Genius

    4

    E-Trade

    Genius

    5

    TD Ameritrade

    Genius

    6

    UBS

    Gifted

    7

    Morgan Stanley

    Gifted

    8

    Robinhood

    Gifted

    9

    Northwestern Mutual

    Gifted

    10

    T. Rowe Price

    Gifted

    11

    Edward Jones

    Gifted

    11

    Merrill

    Gifted

    13

    TIAA

    Gifted

    14

    Voya

    Gifted

    15

    BlackRock

    Gifted

    16

    PIMCO

    Gifted

    16

    Personal Capital

    Gifted

    18

    Goldman Sachs

    Gifted

    19

    Acorns

    Gifted

    20

    J.P. Morgan Private Bank

    Gifted

    21

    Wells Fargo The Private Bank

    Gifted

    22

    RBC Wealth Management

    Gifted

    23

    Wealthfront

    Average

    24

    Bank of America Private Bank

    Average

    24

    Invesco

    Average

    24

    J.P. Morgan Asset Management

    Average

    27

    Betterment

    Average

    27

    M1 Finance

    Average

    27

    Northern Trust

    Average

    27

    Raymond James Financial

    Average

    Digital IQ by Percentile Rank

    Active View:

    Key

    • Genius

    • Gifted

    • Average

    • Challenged

    • Feeble

    • Rank Unavailable

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