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

CB Insights

cbinsights.com

Research, news and mediaAdvisers and services

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
607 of 2,219
its rank by overall score
Place in its category
26th of 73 research and media companies
Closing balance

Named in

19of 60 answers

by 4 of 4 assistants

Statement note

What this means for CB Insights

AI assistants name CB Insights in 31.7% of answers, while the typical company in its sector is not named at all. Its overall score is 35 out of 100, ranking 607th of 2,219 companies. The website passes 4 of 14 technical checks, reflecting how ready it is for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned CB Insights by name. AI assistants named it in 19 of the 60 answers. Counting only how often it is named, it ranks 6th of 346 in its sector. The typical advisory or services firm is named in 0.0% of answers.

Overall score
35Overall score
  • Visibility25
  • Citations1
  • Sentiment62
  • Site quality73
  • AI readiness29
Summary of account
Named by AI in
31.7%
19 of 60 answers
Share of mentions
15.7%
of the mentions of it and its 5 peers
AI readiness
4/14
technical checks passed. Typical for its sector: 4
Rank in its sector
80 of 346
by overall score, where the typical advisory or services firm scores 27

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Line itemsSection 01

Every question, and where the company came up

CB Insights came up on 11 of 15 questions. Open any window to read that answer.

  1. 01How can market intelligence tools help identify potential partnership opportunities?0/4
  2. 02What are the best private company intelligence platforms for sourcing acquisition opportunities in the US?1/4
  3. 03Why can’t I access in-depth financials on some private companies in market intelligence platforms?1/4
  4. 04Are there free or low-cost options for accessing private company market intelligence in the US?3/4
  5. 05Do investment teams really need predictive analytics in their private market research tools?0/4
  6. 06Is an advanced private company database worth the subscription cost for business development teams?0/4
  7. 07How do private company research databases compare to traditional financial data platforms?1/4
  8. 08What is the typical pricing for US-based private company intelligence platforms?2/4
  9. 09What’s the best way to use private company analytics for competitor benchmarking?2/4
  10. 10Which platforms are recommended for tracking emerging startups and their funding rounds?4/4
  11. 11What should I do if company profiles are inconsistent across different private company databases?1/4
  12. 12How do I find top-rated deal sourcing tools for corporate strategists?1/4
  13. 13Are there any cost-effective private company rating tools for small investment firms?1/4
  14. 14Deal sourcing platforms vs market intelligence tools: what’s the difference?0/4
  15. 15What are good alternatives to traditional private company research databases for early-stage deal sourcing?2/4
Total namedOpenAI: 8/15Claude: 4/15Perplexity: 4/15Gemini: 3/15All assistants: 19/60
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 Perplexity actually said

An answer that names the company

Perplexitynamed the company

“Are there free or low-cost options for accessing private company market intelligence in the US?”

Yes. In the US, useful private-company intelligence can be assembled at little or no cost, though free tools rarely provide the depth of institutional platforms such as PitchBook, Capital IQ, or CB Insights.

SEC EDGAR — free: Best for private companies that issue securities, file registration statements, offer documents, or other SEC reports. It provides primary-source financial and transaction information, but most small private companies do not file regularly.

Crunchbase — free tier: Provides basic company profiles, funding history, investors, and limited market information; …

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.

Also named

CompanyTimes named
  1. 01
    PitchBook
    25
  2. 02
    Crunchbase
    20
  3. 03
    PrivCo
    12
  4. 04
    Tracxn
    8
  5. 05
    S&P Capital IQ
    5

Share of mentions

CompanyShare
  1. PitchBook
    27.3%
  2. Crunchbase
    24.0%
  3. CB Insights
    15.7%
  4. S&P Capital IQ
    12.4%
  5. PrivCo
    11.6%
  6. Tracxn
    9.1%
ReferrersSection 04

Websites the AI used as sources

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

  1. 01
    prospeo.io
    13
  2. 02
    grata.com
    12
  3. 03
    pipeline.zoominfo.com
    10
  4. 04
    hebbia.com
    9
  5. 05
    inven.ai
    9
  6. 06
    dakota.com
    7
  7. 07
    g2.com
    7
  8. 08
    sourcecodeals.com
    5
  9. 09
    qubit.capital
    5
  10. 10
    alpha-sense.com
    5

CB Insights is in the study as a research or media company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

OpenAI
8/15
Claude
4/15
Perplexity
4/15
Gemini
3/15
Market comparisonSection 06

How CB Insights 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
25

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

Citations
1

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

Sentiment
62

How positively AI describes the company

Site quality
73

How well built the website's own pages are

AI readiness
29

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 advisory and services firms

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

Overall score
35
Ranks 80 of 346. Typical company: 27
Named in answers
31.7%
Ranks 6 of 346. Typical company: 0.0%
AI readiness
29
Ranks 96 of 346. Typical company: 29
Against its categorySection 08

Compared with research and media companies

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

Overall score
35
Ranks 25 of 73. Typical company: 31
Named in answers
31.7%
Ranks 2 of 73. Typical company: 3.3%
AI readiness
29
Ranks 21 of 73. 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. CB Insights 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
63 of 100
  • AI bot rulesPassed

    Explicit robots.txt rules for AI crawlers such as GPTBot, ClaudeBot and PerplexityBot.

    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 32 of 100 · 97% of checks could run · checked on October 9, 2026 · www.cbinsights.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

4 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

  • PassedExplicit 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 rules for 5 AI crawlers by name. All others follow its general rules.

Training AI

  • GPTBot*partly
  • ClaudeBot*partly
  • Anthropic-AIpartly
  • Google-Extended*partly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBot*partly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBot*partly
  • 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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ShareSection 12

Share this result

Overall score 35 of 100 badge for CB Insights

A badge of this result that you can show on your own website. Copy the code below.

<a href="https://aeo-audit.rezolve.com/us/finance/cbinsights.com"><img src="https://aeo-audit.rezolve.com/finance/badges/cbinsights.com.svg" alt="Overall score 35 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
End of statement
All 2,219 companiesHow we measured this
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