Goldman Sachs Ayco provides personalized financial planning and investment management for corporate executives and high-net-worth individuals.
Ayco partners with corporations to offer their executives integrated financial planning, tax optimization, and investment management as an employee benefit.
The service combines certified financial planners with digital tools to deliver holistic wealth management tailored to the unique compensation structures and regulatory requirements faced by senior corporate leaders.
Adds products that compete with one of Goldman Sachs — Ayco’s direct competitors but not with Goldman Sachs — Ayco itself. They are shaded, and Linked Through names the direct competitor each one competes with.
| Attribute | Goldman Sachs — Ayco | Fidelity Personalized Planning & Advice | Independent AI wealth manager | Morningstar Retirement Manager | |
|---|---|---|---|---|---|
| Linked Through | — | Direct competitor | Empower Personal Dashboard | Fidelity Personalized Planning & Advice | |
| Provider |  |  |  |  | |
| Founded | 1869 | 1946 | 2023 | 1984 | |
| Sells To | Institutional | Employers, Institutional, Retail | Consumers | Individuals, Institutional | |
| Pricing Model | Fee-Based Revenue | Advisory Fees, Brokerage Fees, Management Fees | Recurring, Transactional | Subscription | |
| Ownership | Public | Private | Venture-backed | Government-owned, Public |
Provider
Founded 1869
Sells To Institutional
Pricing Model Fee-Based Revenue
Ownership Public
Provider
Founded 1946
Sells To Employers, Institutional, Retail
Pricing Model Advisory Fees, Brokerage Fees, Management Fees
Ownership Private
Linked Through Empower Personal Dashboard
Provider
Founded 2023
Sells To Consumers
Pricing Model Recurring, Transactional
Ownership Venture-backed
Linked Through Fidelity Personalized Planning & Advice
Provider
Founded 1984
Sells To Individuals, Institutional
Pricing Model Subscription
Ownership Government-owned, Public
Personal finance and retirement planning for corporate executives.
Morningstar Retirement Manager is a managed-account service for defined-contribution plans, delivering personalized advice on saving, investing, and retiring.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
Personal finance and retirement planning for corporate executives.
Morningstar Retirement Manager is a managed-account service for defined-contribution plans, delivering personalized advice on saving, investing, and retiring.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
