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
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MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

DriveWealth

drivewealth.com

Online brokerages and trading appsInvesting and wealth

Money20/20 attendee

Statement period
October 9, 2026
when the AI assistants were asked
Account no.
227 of 2,219
its rank by overall score
Place in its category
9th of 20 online brokerages
Closing balance

Named in

13of 60 answers

by 4 of 4 assistants

Statement note

What this means for DriveWealth

AI assistants name this online brokerage in 21.7% of answers, which is much more often than the typical company in its sector. It has an overall score of 40 out of 100 and ranks 227th of 2,219 companies. Its website passes 5 of 14 technical checks for readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned DriveWealth by name. AI assistants named it in 13 of the 60 answers. Counting only how often it is named, it ranks 13th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Overall score
40Overall score
  • Visibility24
  • Citations1
  • Sentiment88
  • Site quality73
  • AI readiness36
Summary of account
Named by AI in
21.7%
13 of 60 answers
Share of mentions
30.2%
of the mentions of it and its 5 peers
AI readiness
5/14
technical checks passed. Typical for its sector: 4
Rank in its sector
22 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

DriveWealth came up on 5 of 15 questions. Open any window to read that answer.

  1. 01Are there any setup or ongoing fees associated with API-powered brokerage solutions?0/4
  2. 02Brokerage-as-a-service vs. building an in-house brokerage system: which is better for fintech startups?0/4
  3. 03Who provides reliable brokerage infrastructure for US-based fintech businesses?4/4
  4. 04Best API-based brokerage solutions for adding trading to a digital banking app?3/4
  5. 05Best practices for embedding fractional investing in consumer finance apps?0/4
  6. 06How can B2B fintech companies use brokerage-as-a-service platforms to launch investing features quickly?0/4
  7. 07What are the top brokerage-as-a-service platforms for fintechs looking to embed investing features?3/4
  8. 08How to resolve account onboarding issues with embedded investing solutions?0/4
  9. 09Alternatives to API-based investing infrastructure for fintechs seeking to offer trading features?2/4
  10. 10How do API-based brokerage infrastructure offerings differ from white-label brokerage platforms?0/4
  11. 11What should fintechs consider before integrating brokerage infrastructure into their product?0/4
  12. 12What options exist for launching digital investing services without partnering with a brokerage-as-a-service provider?0/4
  13. 13What is the typical cost structure for brokerage-as-a-service platforms in the US?1/4
  14. 14Common challenges when integrating brokerage APIs into existing financial apps?0/4
  15. 15Is using a third-party embedded investing platform worth it for early-stage financial apps?0/4
Total namedOpenAI: 4/15Claude: 3/15Perplexity: 4/15Gemini: 2/15All assistants: 13/60
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

“Best API-based brokerage solutions for adding trading to a digital banking app?”

For a US digital banking app, the strongest shortlist is Alpaca, DriveWealth, Apex Fintech Solutions, Public, TradeStation, and SnapTrade—but the best choice depends on whether you want to launch new brokerage accounts, support options/crypto, or connect customers’ existing accounts.

Provider · Best fit · Strengths · Main trade-off

Alpaca · Developer-first stock and ETF investing · Modern REST/WebSocket APIs, paper trading, fractional investing, brokerage infrastructure, and relatively fast product iteration · You still need to design substa …

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
    Alpaca
    14

Share of mentions

CompanyShare
  1. Alpaca
    32.6%
  2. DriveWealth
    30.2%
  3. Apex Fintech Solutions
    27.9%
  4. Plaid Invest (formerly Quovo)
    9.3%
  5. TradeIt (acquired by TradingView)
    0.0%
  6. Synapse
    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
    walletinvestor.com
    17
  2. 02
    innreg.com
    12
  3. 03
    apexfintechsolutions.com
    11
  4. 04
    b2broker.com
    10
  5. 05
    fuze.finance
    10
  6. 06
    viewtrade.com
    10
  7. 07
    fintechspecs.com
    9
  8. 08
    alpaca.markets
    9
  9. 09
    quadcode.com
    6
  10. 10
    connectpay.com
    5

DriveWealth is in the study as an online brokerage.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Perplexity
4/15
OpenAI
4/15
Claude
3/15
Gemini
2/15
Market comparisonSection 06

How DriveWealth 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
24

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
88

How positively AI describes the company

Site quality
73

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
40
Ranks 22 of 238. Typical company: 28
Named in answers
21.7%
Ranks 13 of 238. Typical company: 0.8%
AI readiness
36
Ranks 15 of 238. Typical company: 29
Against its categorySection 08

Compared with online brokerages

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

Overall score
40
Ranks 7 of 20. Typical company: 36
Named in answers
21.7%
Ranks 7 of 20. Typical company: 10.0%
AI readiness
36
Ranks 4 of 20. 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. DriveWealth 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.txtPublished
  • WebMCPCould not check

The website runs on WooCommerce.

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
25 of 100
  • Markdown negotiationNot met

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

    study: 6.2%
  • llms.txtPartly 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 31 of 100 · 97% of checks could run · checked on October 9, 2026 · www.drivewealth.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

5 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%
  • PassedHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Passedllms.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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ShareSection 12

Share this result

Overall score 40 of 100 badge for DriveWealth

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/drivewealth.com"><img src="https://aeo-audit.rezolve.com/finance/badges/drivewealth.com.svg" alt="Overall score 40 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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