AI agents in Investment Advice
6 companies in SIC 6282 (Investment Advice) have AI-agent language in SEC filings since 2025-01-01; 0 have at least one model-judged first-party deployment.
| Company | Stage | Functions | Mkt cap | Filings | Latest |
|---|---|---|---|---|---|
| Brookfield Asset Management Ltd.BAM | Exploring / planning | IT & security ops | $72.6B | 1 | 2026-07-27 |
| VistaOne, L.P. | Exploring / planning | Legal & compliance | — | 4 | 2026-08-12 |
| Victory Capital Holdings, Inc.VCTR | Mentions only | Finance & accounting, IT & security ops, Legal & compliance | $6.7B | 1 | 2026-02-26 |
| Lazard, Inc.LAZ | Mentions only | Legal & compliance, Operations & supply chain | $3.5B | 1 | 2026-02-23 |
| Hamilton Lane INCHLNE | Risk factors only | Legal & compliance | $4.5B | 1 | 2026-05-21 |
| DigitalBridge Group, Inc.DBRG | Risk factors only | Legal & compliance | $3.0B | 1 | 2026-02-26 |