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

BTG Pactual

btgpactual.com

Investment banks and capital marketsInvesting and wealth

Money20/20 attendee

Statement period
October 9, 2026
when the AI assistants were asked
Account no.
1,303 of 2,219
its rank by overall score
Place in its category
19th 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 BTG Pactual

AI assistants do not name this investment bank in any of their answers to questions about the market, from a total of 60 answers. Its overall score is 27 out of 100, ranking 1,303rd of 2,219. The website passes 3 out of 14 technical checks for readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned BTG Pactual 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
27Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality80
  • 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
130 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

BTG Pactual came up on 0 of 15 questions. Open any window to read that answer.

  1. 01How does wealth management differ from private banking in terms of services offered?0/4
  2. 02Best financial solutions for entrepreneurs selling a business in the US0/4
  3. 03Top wealth management strategies for institutional investors looking to diversify portfolios0/4
  4. 04How can family offices utilize wealth management platforms to preserve generational wealth?0/4
  5. 05Alternatives to traditional investment banking for mid-market companies seeking capital raises0/4
  6. 06Investment banking vs. asset management for growing institutional wealth0/4
  7. 07What should I do if my investment management account performance is below expectations?0/4
  8. 08What are the best investment banking services for high-net-worth individuals in the US?0/4
  9. 09Non-bank wealth management options for clients focused on sustainable investing0/4
  10. 10How are wealth management fees calculated for individual investors?0/4
  11. 11Are full-service investment banks a good choice for complex wealth planning needs?0/4
  12. 12Is it worth paying premium fees for customized financial advisory services?0/4
  13. 13Typical pricing structures for investment banking services in the United States0/4
  14. 14Common challenges clients face when transitioning from retail to institutional asset management0/4
  15. 15What are the top alternative asset classes for diversifying high-net-worth portfolios?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

“Investment banking vs. asset management for growing institutional wealth”

While both investment banking and asset management aim to grow wealth, they serve different functions and cater to distinct needs for institutional clients.

Investment Banking for Institutional Wealth

Investment banking primarily focuses on corporate finance and large-scale financial transactions for institutions like corporations, governments, and other institutional investors. Investment banks provide a range of services designed to help these entities raise capital and execute strategic financial initiatives.

Key services offered by investment banks to institutional clients include: …

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
    UBS
    5
  2. 02
    Goldman Sachs
    5
  3. 03
    Morgan Stanley
    5
  4. 04
    J.P. Morgan Private Bank
    4
  5. 05
    Bank of America Private Bank
    3

Share of mentions

CompanyShare
  1. Goldman Sachs
    22.7%
  2. J.P. Morgan Private Bank
    22.7%
  3. Morgan Stanley
    22.7%
  4. UBS
    18.2%
  5. Bank of America Private Bank
    13.6%
  6. BTG Pactual
    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
    ubs.com
    15
  2. 02
    smartasset.com
    7
  3. 03
    morganstanley.com
    7
  4. 04
    fidelity.com
    6
  5. 05
    privatebank.citibank.com
    6
  6. 06
    investopedia.com
    5
  7. 07
    financestrategists.com
    5
  8. 08
    cfainstitute.org
    5
  9. 09
    rpc.cfainstitute.org
    5
  10. 10
    linkedin.com
    4

BTG Pactual is in the study as an investment bank.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

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

How BTG Pactual 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
80

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
27
Ranks 130 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
27
Ranks 19 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. BTG Pactual 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
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 25 of 100 · 97% of checks could run · checked on October 9, 2026 · www.btgpactual.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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