When asked for the best robo-advisor, 6 AI assistants named 6 brands between them this month. Betterment was named most often, followed by Wealthfront and Vanguard Digital Advisor. 2 brands were named by every assistant that answered: Betterment, Wealthfront.
Who named whom
| Brand | ChatGPT | Perplexity | Claude | Grok | DeepSeek | Cohere | Named by |
|---|---|---|---|---|---|---|---|
| Betterment | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 6 of 6 |
| Wealthfront | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 6 of 6 |
| Vanguard Digital Advisor | ✓ | · | ✓ | ✓ | ✓ | ✓ | 5 of 6 |
| Schwab Intelligent Portfolios | ✓ | ✓ | ✓ | ✓ | · | · | 4 of 6 |
| Betterment for Business | ✓ | · | ✓ | · | ✓ | · | 3 of 6 |
| Fees | · | · | ✓ | ✓ | · | ✓ | 3 of 6 |
Share of voice
What each assistant said
ChatGPT
Named 5 brands, in this order: Betterment, Betterment for Business, Wealthfront, Vanguard Digital Advisor, Schwab Intelligent Portfolios.
Selecting the best robo-advisor for a small business depends on specific needs, such as investment goals, fee structure, customer service requirements, and additional features like tax optimization.
Perplexity
Named 3 brands, in this order: Betterment, Wealthfront, Schwab Intelligent Portfolios.
For a small business, the best robo-advisor is usually the one with the strongest business retirement plan or small-business investing features, not the one aimed at individual retail investors.
Claude
Named 6 brands, in this order: Betterment, Betterment for Business, Wealthfront, Schwab Intelligent Portfolios, Vanguard Digital Advisor, Fees.
The "best" option depends on your specific needs, but here are some top choices:
Grok
Named 5 brands, in this order: Fees, Betterment, Wealthfront, Vanguard Digital Advisor, Schwab Intelligent Portfolios.
Here are the strongest options for small businesses, based on fees, features, minimums, and business-friendly capabilities:
DeepSeek
Named 4 brands, in this order: Wealthfront, Betterment, Vanguard Digital Advisor, Betterment for Business.
The "best" robo-advisor for a small business depends on what you're trying to do — the needs split into a few distinct categories, and most people conflate them.
Cohere
Named 4 brands, in this order: Betterment, Fees, Wealthfront, Vanguard Digital Advisor.
Choosing the best robo-advisor for a small business depends on your specific needs, such as investment goals, budget, and the level of customization required.
The questions asked
- What is the best robo-advisor for a small business?
Asked between 2026-09-26 and 2026-09-26. Not answering this month: Gemini, Mistral.
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See the GEO suiteHow this was measured
Each month we ask every assistant the same plain buyer questions, worded the way a person shopping for this kind of product would ask them, with no brand suggested in the question except where the question itself names the market leader to find alternatives to. Each assistant answers in a fresh session with no earlier conversation, so an answer reflects what the assistant says to anyone who asks, not what it was steered towards.
From each answer we keep the product and company names it recommends. A name counts only when it appears in the answer as a proper name, is not a heading such as "Best for" or "Pricing", and is confirmed by a second assistant naming it too, by a website the answer cites, or by being the market leader named in the question. Share of voice is each brand's share of all brand mentions in the category this month. Assistants that could not answer this month are listed as not answering, never counted as naming nobody.
Cite this page
https://mentionfox.com/ai-recommends/robo-advisors