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

BRC Group Holdings

brcgh.comRILY

Investment banks and capital marketsInvesting and wealth

Also in the US AI Visibility Study

Statement period
September 23 to 29, 2026
when the AI assistants were asked
Account no.
1,102 of 2,219
its rank by overall score
Place in its category
17th of 27 investment banks
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for BRC Group Holdings

AI assistants do not name this investment bank in any of their 60 answers. Its overall score is 28 out of 100, matching the typical company in its sector and ranking 1,102nd of 2,219. The website passes 3 of 14 technical checks, showing some readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned BRC Group Holdings 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
28Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality87
  • AI readiness36
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
3/14
technical checks passed. Typical for its sector: 4
Rank in its sector
104 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

BRC Group Holdings came up on 0 of 15 questions. Open any window to read that answer.

  1. 01Typical fee structures for middle market financial advisors0/4
  2. 02What is the cost range for capital solutions for small businesses?0/4
  3. 03Alternatives to traditional capital formation for business financing0/4
  4. 04How advisory services support rapid company growth0/4
  5. 05What are the top capital solutions providers for growing companies?0/4
  6. 06Common pitfalls in business restructuring for small companies0/4
  7. 07Financial advisory firms vs. wealth management specialists for business owners0/4
  8. 08What to do if a capital formation plan isn’t delivering desired results?0/4
  9. 09Capital formation services vs. restructuring services for middle market companies0/4
  10. 10Alternative approaches to wealth management for small business owners0/4
  11. 11Best financial advisory firms for small and middle market businesses in the US0/4
  12. 12Options besides advisory firms for company restructuring0/4
  13. 13How to choose a capital solutions partner for a small business expansion0/4
  14. 14When should a business consider professional wealth management services?0/4
  15. 15Is hiring a financial advisor worth it for middle market companies?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 Gemini actually said

The company is not named in this answer

Geminidid not name the company

“Best financial advisory firms for small and middle market businesses in the US”

For small and middle-market businesses in the US, selecting the right financial advisory firm depends on the specific needs of the business, such as M&A advisory, general financial planning, or wealth management for business owners.

Here are some of the top financial advisory firms that cater to small and middle-market businesses, along with their areas of expertise:

For Mergers & Acquisitions (M&A) Advisory:

Houlihan Lokey is recognized as a top M&A advisory firm for mid-sized companies.

Windsor Drake is also listed among the best M&A advisory firms for mid-sized compan …

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
    Capstone Partners
    2
  2. 02
    Harris Williams
    1

Share of mentions

CompanyShare
  1. Capstone Partners
    50.0%
  2. Harris Williams
    50.0%
  3. BRC Group Holdings
    0.0%
  4. Chartwell Financial Advisory
    0.0%
  5. Brown Gibbons Lang & Company (BGL)
    0.0%
  6. Carl Marks Advisors
    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
    finance.yahoo.com
    15
  2. 02
    smartasset.com
    13
  3. 03
    capstonepartners.com
    10
  4. 04
    axial.net
    7
  5. 05
    investopedia.com
    6
  6. 06
    nerdwallet.com
    6
  7. 07
    businesswire.com
    6
  8. 08
    growthcapadvisory.com
    6
  9. 09
    morganstanley.com
    5
  10. 10
    forbes.com
    5

BRC Group Holdings is in the study as an investment bank.

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 BRC Group Holdings 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
87

How well built the website's own pages are

AI readiness
36

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
28
Ranks 104 of 238. Typical company: 28
Named in answers
0.0%
Ranks 120 of 238. Typical company: 0.8%
AI readiness
36
Ranks 15 of 238. Typical company: 29
Against its categorySection 08

Compared with investment banks

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

Overall score
28
Ranks 15 of 27. Typical company: 29
Named in answers
0.0%
Ranks 18 of 27. Typical company: 5.0%
AI readiness
36
Ranks 3 of 27. 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 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Can an AI agent check out here?

Not by itself. BRC Group Holdings 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
77 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPassed

    An XML sitemap listing the pages, ideally referenced 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
32 of 100
  • AI bot rulesPartly 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
7 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 manifestPassed

    An ai-catalog.json listing MCP servers, agents, skills and APIs.

    study: 0.2%

Score 27 of 100 · 97% of checks could run · checked on October 5, 2026 · www.brcgh.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

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 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML 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%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • 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.

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End of statement
All 2,219 companiesHow we measured this
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