- Visibility24
- Citations3
- Sentiment50
- Site quality87
- AI readiness21
AI assistants name Fidelity Investments in 21.7% of answers, which is more frequent than the typical company in the finance sector. Its overall score is 35 out of 100, ranking 811th of 2,047 companies in the study. The website passes 3 of 14 technical checks for readiness with AI tools.
We asked 15 unbranded questions about the finance market: none named Fidelity Investments. AI assistants named it in 13 of 60 answers (21.7%). The typical finance company is named in 3.3% of answers. By how often it is named, Fidelity Investments ranks 24 of 205 in its sector.
Every dot is a company in the study. Hover one to see it; click to open its report.
This companySame sectorEvery other companyNever named
Five parts, each scored out of 100.
How often AI assistants name the company
How often AI uses the company's own website as a source
How positively AI describes the company
How well built the website's own pages are
How easily AI tools can read and use the website
Visibility is calculated from the answers on this page. How the score is built.
205 companies in this sector. The line on each bar is the typical company.
An answer that names the company
“Which financial advisory services offer both retirement planning and portfolio management for institutions?”
Many financial advisory services offer both retirement planning and portfolio management for institutions. These services often cater to a variety of institutional clients, including retirement plans, businesses, and nonprofit organizations.
Some of the firms that provide these services include:
Foster Group has over 30 years of experience providing institutional investment advisory services to retirement plans, businesses, and nonprofit organizations. They offer 401(k) advisory services that help plan sponsors meet fiduciary responsibilities and assist employees in optimizing saving …
The AI’s answer as we received it, shortened and not checked for accuracy.
How the mentions in these answers were split between this company and its rivals
Answers naming it, out of answers received
What this website publishes for an AI agent to read, use and buy from, on a scale of six levels.
- 0
- 1
- 2
- 3
- 4
- 5
Level 0: Not yet agent-ready. Agents struggle to find basic information about the site.
- 2 of robots.txt, Sitemap, Link headers
Show every check, for your technical teamHide the checks
- study: 92.0%robots.txtPassed
A valid robots.txt with crawl rules at the site root.
- study: 86.8%SitemapNot met
Serve an XML sitemap and reference it from robots.txt.
- study: 0.3%Link headersNot met
Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.
- study: 5.5%DNS for AI DiscoveryNot present
Advertise agent endpoints with SVCB records under _agents.
- study: 1.9%Markdown negotiationNot met
Return a markdown version when asked with Accept: text/markdown, for example at the CDN.
- study: 25.1%llms.txtCould not check
Publish an llms.txt with a short summary and the key links.
- study: 93.4%AI bot rulesPartly met
Add explicit robots.txt groups for the main AI crawlers.
- study: 1.4%Content SignalsNot met
Add a Content-Signal line for search, ai-input and ai-train to robots.txt.
- study: 0.2%Web Bot AuthCould not check
Only relevant if you run your own agents or crawlers: publish a signing key directory.
- study: 0.3%API CatalogCould not check
List public APIs in a linkset at /.well-known/api-catalog.
- study: 11.8%OAuth discoveryCould not check
Publish OpenID Connect or OAuth server metadata under /.well-known.
- study: 10.3%OAuth Protected ResourceCould not check
Serve protected resource metadata at /.well-known/oauth-protected-resource.
- study: 0.0%auth.mdCould not check
Publish an auth.md describing how agents sign in.
- study: 0.2%MCP Server CardCould not check
Offer an MCP server and publish its server card under /.well-known.
- study: 0.1%A2A Agent CardCould not check
Publish an agent card at /.well-known/agent-card.json.
- study: 0.2%Agent SkillsCould not check
Publish a skills index with the main tasks agents can do.
- study: 33.7%WebMCPCould not check
Register key actions such as search or cart as WebMCP tools.
- study: 0.1%ARD manifestCould not check
Publish an ai-catalog.json listing every agent interface.
Score 29 of 100 · 53% of checks could run · checked on October 5, 2026 · www.fidelity.com · 2,047 companies scanned
3 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.
These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.
Show the 14 checksHide them
- Passedrobots.txt publishedstudy: 85.0%
- PassedXML sitemapstudy: 73.2%
- Not metHTTP Link headers (RFC 8288)study: 29.0%
- Not metMarkdown content negotiationstudy: 8.3%
- Not metllms.txt publishedstudy: 21.7%
- PassedToken budget (page weight)study: 95.2%
- Not metExplicit AI bot rulesstudy: 13.0%
- Not metAPI Catalog (.well-known/api-catalog)study: 0.2%
- Not metOAuth Authorization Server discoverystudy: 10.1%
- Not metOAuth Protected Resource discoverystudy: 9.3%
- Not metMCP Server Cardstudy: 0.0%
- Not metA2A Agent Cardstudy: 0.0%
- Not metWebMCP toolsstudy: 4.2%
- Not metAgent Skills declaredstudy: 0.0%
This website sets no rules for any AI crawler by name, like 84% of the websites whose rules we could read. Every AI crawler follows its general rules.
- GPTBotpartly
- ClaudeBotpartly
- Anthropic-AIpartly
- Google-Extendedpartly
- Applebot-Extendedpartly
- Meta-ExternalAgentpartly
- FacebookBotpartly
- Bytespiderpartly
- CCBotpartly
- Diffbotpartly
- Omgilibotpartly
- OAI-SearchBotpartly
- Claude-SearchBotpartly
- PerplexityBotpartly
- Applebotpartly
- Amazonbotpartly
- YouBotpartly
- ChatGPT-Userpartly
- Claude-Userpartly
- Perplexity-Userpartly
- DuckAssistBotpartly
- MistralAI-Userpartly
Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.
How many times each website was listed as a source in these answers
In the study as Large private companies.
- Which financial advisory services offer both retirement planning and portfolio management for institutions?
- What services should high-net-worth individuals look for in a financial advisory relationship?
- What is the difference between working with a traditional brokerage and a comprehensive wealth management firm?
- What are the best self-directed investing alternatives for those who want to avoid full-service financial institutions?
- How can I address issues with online account access at a full-service investment firm?
- What should I do if my financial advisor is not providing clear retirement planning guidance?
- How do account minimums and fee structures vary between different types of financial advisors?
- Should I choose a firm that offers both investment management and financial planning, or is it better to use separate services?
- Is using a full-service financial advisory firm worth it for retirement planning compared to managing investments independently?
- Are there suitable low-cost options for comprehensive financial planning besides traditional firms?
- How do full-service investment advisory firms compare to online robo-advisors in terms of service and support?
- What are some alternatives to using a comprehensive investment advisory firm for managing retirement assets?
- What fees should I expect from a full-service investment and financial advisory firm in the United States?
- What are typical use cases for combining brokerage, retirement, and advisory services under one provider?
- What are the best full-service investment firms for individuals seeking comprehensive financial planning in the US?
Columns, left to right: OpenAI, Claude, Perplexity, Gemini. The AI assistants often disagree. Across the study, on 40% of the questions where a company is named, only one of the four names it.
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<a href="https://aeo-audit.rezolve.com/us/fidelity.com"><img src="https://aeo-audit.rezolve.com/us/badges/fidelity.com.svg" alt="Overall score 35 of 100, US AI Visibility Study 2026" width="280" height="64"></a>