Industry AI Adoption Leaderboard
AI Adoption Leaderboard — investment management
Top 41 AI-adopting investment management companies. Average score: 65.
41
Companies Scored
65
Avg Adoption Score
Moderate
Top Stage
| # | Company | Stage | Key Opportunity | Location |
|---|---|---|---|---|
| 1 | DoubleLine | Moderate | Automated Client Onboarding and KYC Verification | Tampa, Florida |
| 2 | Kennedy Lewis Investment Management | Moderate | Automated Investor Onboarding and KYC Verification | New York, New York |
| 3 | Western Asset Management | Basic | Automated Client Onboarding and KYC Verification | Pasadena, California |
| 4 | D9 | Basic | Automated KYC and AML Compliance Verification | New York, New York |
| 5 | Eaton Vance | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 6 | BNY Investments Mellon | Basic | Automated Client Onboarding and KYC Verification | Pittsburgh, Pennsylvania |
| 7 | Prosperity Advisors | Basic | Automated Client Onboarding and Document Management | Overland Park, Kansas |
| 8 | Osterweis Capital Management | Basic | Automated Client Onboarding and KYC Compliance | San Francisco, California |
| 9 | Pathway Capital Management | Basic | Automated Client Onboarding and KYC Verification | Irvine, California |
| 10 | GLC | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 11 | 50 South Capital | Basic | Automated Investor Onboarding and KYC Verification | Chicago, Illinois |
| 12 | Element Capital Management | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 13 | Meketa Investment Group | Basic | Automated Client Reporting and Data Aggregation | Westwood, Massachusetts |
| 14 | Davidson Kempner Capital Management | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 15 | The Haverford Trust Company | Basic | Automated Client Onboarding and KYC Verification | Wayne, Pennsylvania |
| 16 | Pzena Investment Management | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 17 | Cohen & Company Asset Management | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 18 | Ten Oaks Group | Basic | Automated Client Onboarding and KYC Verification | Charlotte, North Carolina |
| 19 | Hamilton Capital | Basic | Automated Client Onboarding and KYC Verification | Columbus, Ohio |
| 20 | MidOcean | Basic | Automated Fund Performance Reporting | New York, New York |
| 21 | Highland Capital Management L.P | Basic | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 22 | Wafra | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 23 | RiverFront Investment Group | Basic | Automated Client Onboarding and Document Management | Richmond, Virginia |
| 24 | DeMarche | Basic | Automated Client Onboarding and KYC Verification | Overland Park, Kansas |
| 25 | Fairfield Investment Group | Basic | Automated Client Onboarding and KYC Verification | Fairfield, Connecticut |
| 26 | SEAF | Basic | Automated Investor Onboarding and KYC Verification | Washington, District of Columbia |
| 27 | Solovis | Basic | Automated Investment Data Aggregation and Reconciliation | Irving, Texas |
| 28 | Fort Washington Investment Advisors | Basic | Automated Client Onboarding and KYC Verification | Cincinnati, Ohio |
| 29 | Bow River Capital | Basic | Automated Investor Reporting and Data Aggregation | Denver, Colorado |
| 30 | Caprock | Basic | Automated Client Onboarding and Data Collection | Boise, Idaho |
| 31 | Angel Oak Capital Advisors | Basic | Automated Due Diligence and Data Aggregation for Investment Research | Atlanta, Georgia |
| 32 | TIFF Investment Management | Basic | Automated Client Onboarding and Document Management | Wayne, Pennsylvania |
| 33 | Hidden Harbor Capital | Basic | Automated Due Diligence Document Review and Analysis | Boca Raton, Florida |
| 34 | Simon Quick Advisors | Basic | Automated Client Onboarding and Document Management | Morristown, New Jersey |
| 35 | SALI Fund Services a JTC Group Company | Basic | Automated Fund Onboarding and KYC/AML Verification | Austin, Texas |
| 36 | Preston Ventures | Basic | Automated Client Onboarding and Data Collection | Aliso Viejo, California |
| 37 | Peterson | Basic | Automated Investor Onboarding and KYC Verification | Salt Lake City, Utah |
| 38 | Sentinel Capital | Basic | Automated Investor Onboarding and KYC Verification | New York, New York |
| 39 | Brightwood Capital | Basic | Automated Investor Relations Inquiry Handling | New York, New York |
| 40 | The Vistria Group | Basic | Automated Due Diligence Document Review | Chicago, Illinois |
| 41 | Ridgepost Capital | Basic | Automated Investor Onboarding and KYC Verification | Dallas, Texas |
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