Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

Affinity Partners

affinitypartners.com

Private equity and alternative investmentsInvesting and wealth

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
2,093 of 2,219
its rank by overall score
Place in its category
69th of 74 private equity firms
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for Affinity Partners

AI assistants do not name this private equity firm in any of their 60 answers, while they name firms like Blackstone. The overall score is 22 out of 100, ranking 2,093rd of 2,219, which is below the typical company in its sector. Its website passes 1 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Affinity Partners by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 120th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its peers.

Overall score
22Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality67
  • AI readiness7
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
of the mentions of it and its 5 peers
AI readiness
1/14
technical checks passed. Typical for its sector: 4
Rank in its sector
220 of 238
by overall score, where the typical investing and wealth company scores 28

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Line itemsSection 01

Every question, and where the company came up

Affinity Partners came up on 0 of 15 questions. Open any window to read that answer.

  1. 01Private equity management vs asset management: which is more suitable for long-term portfolio growth?0/4
  2. 02What is the average fee structure for global investment managers serving institutional clients in the US?0/4
  3. 03How can accredited investors address communication issues with their investment management firm?0/4
  4. 04How do capital management services help institutional investors diversify their portfolios?0/4
  5. 05What should I consider before choosing an investment management partner for institutional capital?0/4
  6. 06Are there viable options besides traditional capital management firms for accredited investors seeking portfolio growth?0/4
  7. 07Is working with a global investment management firm worth it for accredited investors?0/4
  8. 08What are typical strategies investment management firms use for risk mitigation?0/4
  9. 09Investment management firms vs hedge funds: what are the key differences for institutional clients?0/4
  10. 10What are the best global investment management options for institutional investors?0/4
  11. 11Why might an institutional investor not see expected returns with a capital management provider?0/4
  12. 12How do capital management firms serve accredited investors?0/4
  13. 13Do investment management firms offer performance-based fee arrangements?0/4
  14. 14How can institutional investors access global markets without an investment management partner?0/4
  15. 15What are credible alternatives to using a dedicated investment management firm for capital allocation?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All assistants: 0/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Claude actually said

The company is not named in this answer

Claudedid not name the company

“What are the best global investment management options for institutional investors?”

I'll search for current information on the best global investment management options for institutional investors.Based on current market data, here are the best global investment management options for institutional investors:

Leading Traditional Asset Managers

The "Big 5" investment firms are BlackRock, Vanguard, Fidelity Investments, State Street, and J.P. Morgan Asset Management.

BlackRock is the largest globally. BlackRock is the world's largest asset manager with over $13 trillion in assets under management and provides investment management, risk management, and advisory servic …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Named instead

CompanyTimes named
  1. 01
    Blackstone
    1

Share of mentions

CompanyShare
  1. Blackstone
    33.3%
  2. The Carlyle Group
    33.3%
  3. KKR & Co. Inc.
    33.3%
  4. Affinity Partners
    0.0%
  5. Apollo Global Management
    0.0%
  6. TPG
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    smartasset.com
    8
  2. 02
    am.jpmorgan.com
    7
  3. 03
    jpmorgan.com
    6
  4. 04
    callan.com
    6
  5. 05
    sec.gov
    6
  6. 06
    seic.com
    5
  7. 07
    en.wikipedia.org
    4
  8. 08
    privatebank.jpmorgan.com
    4
  9. 09
    worldmetrics.org
    4
  10. 10
    stonex.com
    3

Affinity Partners is in the study as a private equity firm.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Claude
0/15
Gemini
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 06

How Affinity Partners compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
0

How often AI assistants name the company, and how that compares with its peers

Citations
0

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
67

How well built the website's own pages are

AI readiness
7

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with investing and wealth companies

238 companies in this sector. The gold tick on each bar is the typical company.

Overall score
22
Ranks 220 of 238. Typical company: 28
Named in answers
0.0%
Ranks 120 of 238. Typical company: 0.8%
AI readiness
7
Ranks 219 of 238. Typical company: 29
Against its categorySection 08

Compared with private equity firms

74 companies in this category. The gold tick on each bar is the typical company.

Overall score
22
Ranks 69 of 74. Typical company: 27
Named in answers
0.0%
Ranks 31 of 74. Typical company: 0.0%
AI readiness
7
Ranks 71 of 74. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Can an AI agent check out here?

Not by itself. Affinity Partners publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtNot present
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
0 of 100
  • robots.txtNot met

    Publish a valid robots.txt with crawl rules and a Sitemap line.

    study: 86.1%
  • SitemapNot met

    Serve an XML sitemap and reference it from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtNot met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
0 of 100
  • AI bot rulesNot met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 0 of 100 · 97% of checks could run · checked on October 9, 2026 · affinitypartners.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

1 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 checks

Discoverability

  • Not metrobots.txt publishedstudy: 85.1%
  • Not metXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
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End of statement
All 2,219 companiesHow we measured this
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