Free Benchmark
Where does your firm stand
on AI adoption?
Three questions. Thirty seconds. Instant peer comparison across asset and wealth management firms.
200+
Firms
surveyed
surveyed
68%
Still in
early stage
early stage
30s
To get
your result
your result
Scroll
Question 01 / 03
Which AI tools does your firm currently use?
Select all that apply — be honest, there's no wrong answer here.
Question 02 / 03
How is AI primarily used at your firm?
Choose the one that best describes your team's main use case.
Question 03 / 03
How would you describe your firm's AI maturity?
Be candid — the benchmark is only useful if it's accurate.
Your benchmark result
AI Adopter — Growing Edge
You're ahead of most firms in the industry. Here's how you compare.
Stage 3 of 4
Active Integrator
Your firm is moving with intention. Most peers are still in stage 1 or 2.
How peers are distributed across stages
ChatGPT
Most common tool
among your peers
among your peers
Top 32%
Of firms in AI
adoption maturity
adoption maturity
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