Finance & Insurance Prompt

Best robo-advisor for beginners

Which brands do AI models actually recommend for this finance & insurance question? We re-run this regularly and track how the answers shift.

Tracked since Mar 21·Last scanned Apr 15

6

AI Models

24

Snapshots

47

Brands Detected

44

Sources Cited

32 brands come up when 6 AI models answer “Best robo-advisor for beginners”. We re-run this prompt every few days with web search on across ChatGPT, Claude, Gemini, Grok, DeepSeek, and Perplexity.

What AI models recommend

6 models queried · Last scanned Apr 15

Unanimous

6/6 models recommend Betterment

ChatGPTChatGPT
ClaudeClaude
DeepSeekDeepSeek
GeminiGemini
GrokGrok
PerplexityPerplexity
Brand
ChatGPTChatGPT
ClaudeClaude
DeepSeekDeepSeek
GeminiGemini
GrokGrok
PerplexityPerplexity
Total
BettermentBetterment
6/6
FidelityFidelity
6/6
Fidelity GoFidelity Go
6/6
BalanceBalance
5/6
WealthfrontWealthfront
5/6
NerdWalletNerdWallet
4/6
Schwab Intelligent PortfoliosSchwab Intelligent Portfolios
4/6
Vanguard Digital AdvisorVanguard Digital Advisor
4/6
EaseEase
3/6
VanguardVanguard
3/6
AcornsAcorns
2/6
Fidelity Flex fundsFidelity Flex funds
2/6
InvestopediaInvestopedia
2/6
investopedia.cominvestopedia.com
2/6
nerdwallet.comnerdwallet.com
2/6
AwayAway
2/6
ForbesForbes
2/6
forbes.comforbes.com
2/6
Fidelity InvestmentsFidelity Investments
1/6
Fidelity Go®Fidelity Go®
1/6
AdvantageAdvantage
1/6
CLEARCLEAR
1/6
SoFiSoFi
1/6
SoFi Robo InvestingSoFi Robo Investing
1/6
SplitSplit
1/6
FullyFully
1/6
OpenAIOpenAI
1/6
BankrateBankrate
1/6
MeetMeet
1/6
WSJWSJ
1/6
bankrate.combankrate.com
1/6
wsj.comwsj.com
1/6

Key Quotes

ClaudeClaude Sonnet 4.6Claude

- Fidelity Go also uses Fidelity Flex funds (Fidelity mutual funds), which have no expense ratios.

DeepSeekDeepSeek V3.2DeepSeek

Runner-Up: Fidelity Go® nerdwallet.com | investopedia.com

GeminiGemini 3 FlashGemini

Best for Long-Term Retirement: Vanguard Digital Advisor For beginners who are focused strictly on the long haul (decades away), Vanguard offers the lowest long-term costs.

ChatGPTGPT-5ChatGPT

Short answer: If you want one easy, low-cost pick, choose Fidelity Go — there’s no advisory fee until you hit $25,000, and you can start with just $10.

GrokGrok 4.1 FastGrok

- Limited customization compared to others.() Strong Runner-Up: Betterment Frequently rated best for beginners overall (e.g., by Investopedia), with a $0 minimum ($10 to invest) and flexible fees: $4–$5/month for small balances under ~$20k–$24k (or 0.25% AUM if you set recurring…

Finance & Insurance brand rankings

Brands ranked by how many AI models mention them. Trend shows change since the last scan.

#BrandScoreTrend
1Fidelity6/6
2Betterment6/61
3Fidelity Go6/6
4Wealthfront5/61
5Balance5/65
6NerdWallet4/62
7Schwab Intelligent Portfolios4/61
8Vanguard Digital Advisor4/62
9Ease3/63
10Vanguard3/62
11forbes.com2/61
12investopedia.com2/62
13nerdwallet.com2/61
14Acorns2/62
15Away2/62
16Investopedia2/62
17Fidelity Flex funds2/62
18Forbes2/61
19wsj.com1/61
20Advantage1/61
21Bankrate1/62
22CLEAR1/61
23Fidelity Go®1/61
24Fidelity Investments1/6
25Fully1/61
26Meet1/6
27OpenAI1/6
28SoFi1/63
29SoFi Robo Investing1/6
30Split1/61
31WSJ1/61
32bankrate.com1/61

Finance & Insurance brand visibility over time

Track how brand mentions shift across AI models over time.

What changed and when

Every brand addition, removal, and citation change logged with timestamps.

Mar 29
ChatGPTgpt-5 rank changed for Betterment
Mar 29
Geminigemini-3-flash rank changed for Fidelity Go
Mar 29
Geminigemini-3-flash rank changed for SoFi Automated Investing
Mar 29
Geminigemini-3-flash rank changed for Fidelity
Mar 29
DeepSeekdeepseek-chat started mentioning Bankrate
Mar 29
DeepSeekdeepseek-chat started mentioning Kiplinger
Mar 29
DeepSeekdeepseek-chat started mentioning bankrate.com
Mar 29
DeepSeekdeepseek-chat started mentioning kiplinger.com
Mar 29
DeepSeekdeepseek-chat stopped mentioning Vanguard Digital Advisor
Mar 29
DeepSeekdeepseek-chat stopped mentioning Wealthfront

Where AI models get their sources

Domains cited by AI models when answering this prompt, ranked by how many models reference them.

Related finance & insurance prompts

Frequently asked questions

Fidelity ranks first, mentioned by 6/6 AI models. Also mentioned often: Betterment, Fidelity Go, Wealthfront.

6 AI models answer this prompt: Claude Sonnet 4.6, DeepSeek V3.2, Gemini 3 Flash, GPT-5, Grok 4.1 Fast, Perplexity. We look at each response to see which brands show up and what sources get cited.

On a recurring schedule. We run this prompt through every model with web search on, pull out brand mentions and citations, then flag anything that changed.

AI models cite 27 unique domains when answering this prompt. The most-cited sources include fidelity.com, nerdwallet.com, betterment.com.

We regularly send real finance & insurance prompts to ChatGPT, Claude, Gemini, Grok, DeepSeek, and Perplexity. Sign up free to track your own brand and competitors.

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