Grades describe a company’s AI use, not the quality of its services.
St. Louis, MOFinancial advisorsPublicly using AI since 2026

Plancorp

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How they use AI

Uses an AI copilot in meeting preparation and follow-up, saving its advisors more than 700 hours in a 28-day study.

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Why this grade

Grade updated

This business has access to industry-standard AI tools, uses AI in important financial planning and investment work and uses AI in connected systems or automated workflows.

AI-use signals

Has access to industry-standard AI tools

Uses AI in important financial planning and investment work

Uses AI in connected systems or automated workflows

Has shared real-world results

Useful questions to ask

Before you hire

Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. How many of your staff use AI, and how are they trained?
  2. How do people review AI output and protect client financial information?

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Subject: Question about how Plancorp uses AI

Hi Plancorp team,

I'm considering working with your business and would like to understand how you use AI.

1. How many of your staff use AI, and how are they trained?
2. How do people review AI output and protect client financial information?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.