We track AI adoption across 87 wealth management firms. What they have shipped, what they are piloting, and what is still just a press release. Every claim sourced. Continuously updated.
1,600+ sources read. Every claim checked against original documents. Editorial judgment on what each development means competitively.
While Morgan Stanley's AI Debrief stays behind the advisor desk and BofA's Erica remains text-based, Citi is betting that a real-time voice-and-avatar interface will reset client expectations for every wealth platform that still routes questions through apps and phone trees.
Full-scale AI meeting automation, saving up to 4 hours per advisor meeting. The gap between firms with deployed AI and those still piloting is widening every quarter.
The $100K-to-$1M wealth segment is getting squeezed. Wirehouses cannot match Robinhood's $250/year AI advice price without cannibalizing their own AUM-fee economics.
Each maturity rating is grounded in public evidence. Click any firm to see the full profile with sources.
| FIRM | ADVISOR PRODUCTIVITY | CLIENT EXPERIENCE | INVESTMENT & PORTFOLIO | RESEARCH & CONTENT | CLIENT ACQUISITION | OPERATIONS & COMPLIANCE | NEW BUSINESS MODELS |
|---|---|---|---|---|---|---|---|
Morgan Stanley Wirehouse | Scaled AI Assistant + Debrief | Deployed Aladdin Auto Commentary | — | Deployed AskResearchGPT | — | — | — |
BofA / Merrill Wirehouse | Scaled AI Meeting Journey | Scaled Erica | — | — | Deployed Erica Proactive Insights | Deployed Agentic AI Operations | — |
Citi Wealth Global PB | Deployed AskWealth + CitiScript | Announced Citi Sky | — | Piloting AskWealth Research | — | Piloting AskWealth Compliance | — |
DBS Bank Regional Champion | Deployed CSO Assistant | Scaled NAV Planner + AI Nudges | Deployed NAV Planner + digiPortfolio | Deployed DBS-GPT Knowledge Base | Deployed AI Nudge Engine | Scaled ADA Platform + PURE | Deployed Quick Finance |
UBS Global PB | Scaled Red AI + STAAT | Announced Agentic AI (Roadmap) | Announced Autonomous Finance | Deployed Red AI Research | Piloting STAAT Prospecting | Announced Compliance AI | — |
Altruist RIA / Independent | Deployed Hazel AI Assistant | Deployed Hazel Client Portal | Deployed Tax-loss Harvesting | — | Deployed Automated Onboarding | Deployed Hazel Compliance | — |
| + 81 more firms across wirehouses, private banks, digital wealth, RIAs, and more | |||||||
OpenAI partnership powers the wealth industry's most widely adopted advisor AI suite. AI @ Morgan Stanley Assistant (GPT-4, 100,000+ documents) reached 98% voluntary adoption across 15,000+ advisors. AI @ Debrief transcribes meetings via Whisper, generating structured notes and follow-up actions, saving 3-4 hours per cycle.
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