Research index · United States
WMTR — Wealth Managers, Top Revenue
An original study of 184 top-revenue wealth management, investment management, and private equity firms — mystery tech stacks, CRM saturation without content output, and who actually gets cited by AI.
184
Firms in index
179
Sites assessed
39.7%
On unknown
12
Published articles
Geography
United States109 · 59.2%
United Kingdom59 · 32.1%
Canada16 · 8.7%
Credibility violations by platform
React/Next.js2.31avg · 16 firms
WordPress2.37avg · 67 firms
unknown3.17avg · 71 firms
Site technology
unknown71 · 39.7%
WordPress67 · 37.4%
React/Next.js16 · 8.9%
Drupal9 · 5%
Webflow8 · 4.5%
HubSpot CMS5 · 2.8%
React1 · 0.6%
Joomla1 · 0.6%
Squarespace1 · 0.6%