Which banks lead in AI for wealth management?

Which banks have AI for wealth management and advisers on the record?

Every bank with a use case, a dated AI move or an AI figure on its page that mentions wealth, advisers, asset management, private banking, brokerage or custody: 69 of 140, the top 30 shown. Ranked by the best stage among those use cases, then by depth (use cases, plus dated moves capped at four, plus figures capped at three).

Each row quotes the bank's page on this site; the bank link opens the full record with every source. “Not disclosed” means the page records nothing on that point. Banks absent from the table have no evidence on this topic on their page. The AI index score is the bank's score out of 100 on the US AI index; non-US groups are outside that index and show n/a.

What wealth and adviser AI systems have the banks named?

Every wealth, adviser, asset-management, private-banking, brokerage or custody use case in the ranking, one per row, with its stage and newest source date.

How is this ranking computed?

Inclusion: a use case whose name or detail mentions wealth, advisor or adviser, asset management, private bank, brokerage or custody, or a timeline move or number that mentions one of those and also describes AI, models, assistants, agents or automation. Order: best stage among the qualifying use cases (in production, rolling out, pilot, announced, then none), then depth = use cases + dated moves (capped at 4) + figures (capped at 3), then assets.

Only 69 of the 140 profiled banks qualify, so the table shows the top 30. Every cell quotes the bank's page and links its sources.

What are the caveats?

Many banks on this site have small or no wealth businesses, and pure asset managers and brokers outside banking are not profiled here; absence from the table means the bank's page records no wealth AI, not that the bank runs none.

Adviser-facing tools (meeting summaries, research assistants) and client-facing tools (robo-advice, client assistants) are ranked together; the system column says which each is.

How does this differ from the AI index?

The AI index scores AI disclosure across every business line; this page keeps only wealth, adviser, asset-management, private-banking, brokerage and custody AI and ranks it by stage first. The AI index and its method are on their own page; the technology leaders and generative AI guides are hand-written cross-bank tables with their own sourcing.