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

Evercore

evercore.com

Investment banks and capital marketsInvesting and wealth

Statement period
October 9, 2026
when the AI assistants were asked
Account no.
173 of 2,219
its rank by overall score
Place in its category
1st of 27 investment banks
Closing balance

Named in

14of 60 answers

by 4 of 4 assistants

Statement note

What this means for Evercore

AI assistants name this investment bank in 23.3% of answers, compared to 0.8% for the typical company in its sector. Its overall score is 41 out of 100, which ranks 173rd of 2,219 companies. The website passes 6 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Evercore by name. AI assistants named it in 14 of the 60 answers. Counting only how often it is named, it ranks 9th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Overall score
41Overall score
  • Visibility22
  • Citations0
  • Sentiment82
  • Site quality80
  • AI readiness43
Summary of account
Named by AI in
23.3%
14 of 60 answers
Share of mentions
21.2%
of the mentions of it and its 5 peers
AI readiness
6/14
technical checks passed. Typical for its sector: 4
Rank in its sector
13 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

Evercore came up on 6 of 15 questions. Open any window to read that answer.

  1. 01Best scenarios for utilizing independent capital market advisory services0/4
  2. 02How to ensure transparency and alignment with your financial advisor during a transaction?0/4
  3. 03Top-rated M&A advisory services for corporate clients in the United States3/4
  4. 04What are typical fee structures for independent investment banking firms in the US?0/4
  5. 05Best independent investment banking firms for strategic financial advisory in the US4/4
  6. 06What other types of advisors can institutional clients use instead of investment banks?1/4
  7. 07Alternatives to independent investment banking firms for corporate financial advisory1/4
  8. 08Independent investment banks vs bulge bracket banks: key differences and advantages1/4
  9. 09Leading US firms specializing in strategic advice for restructuring and recapitalization4/4
  10. 10How do independent M&A advisory fees compare to traditional investment banks?0/4
  11. 11Common challenges when working with independent investment banking firms and how to address them0/4
  12. 12Is hiring an independent investment banking advisor worth it for mid-sized companies?0/4
  13. 13What benefits do corporations gain from using independent firms for capital markets services?0/4
  14. 14How does a boutique financial advisory firm compare to a full-service investment bank for large transactions?0/4
  15. 15When should institutional clients choose an independent advisor for mergers and acquisitions?0/4
Total namedOpenAI: 4/15Claude: 3/15Perplexity: 3/15Gemini: 4/15All assistants: 14/60
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 independent investment banking firms for strategic financial advisory in the US”

For strategic financial advisory in the US, the strongest independent investment-banking short list is:

Evercore — Best overall for large-cap M&A, board and special-committee advice, activism defense, and complex strategic transactions. It was ranked North America’s best independent advisory bank in 2025 and has placed among the top three independent US M&A advisers every year since 2018.

Centerview Partners — Excellent for high-stakes CEO, board, special-committee, and marquee M&A assignments; particularly known for senior-level attention and conflict-free advice.

P …

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
    Lazard
    14
  2. 02
    Houlihan Lokey
    11
  3. 03
    Moelis & Company
    11
  4. 04
    Centerview Partners
    9
  5. 05
    PJT Partners
    7

Share of mentions

CompanyShare
  1. Evercore
    21.2%
  2. Lazard
    21.2%
  3. Moelis & Company
    16.7%
  4. Houlihan Lokey
    16.7%
  5. Centerview Partners
    13.6%
  6. PJT Partners
    10.6%
ReferrersSection 04

Websites the AI used as sources

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

  1. 01
    ctacquisitions.com
    12
  2. 02
    finalis.com
    8
  3. 03
    axial.net
    7
  4. 04
    fe.training
    7
  5. 05
    worldmetrics.org
    7
  6. 06
    websiteclosers.com
    7
  7. 07
    papermark.com
    6
  8. 08
    linkedin.com
    6
  9. 09
    preplounge.com
    5
  10. 10
    dealroom.net
    5

Evercore 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
4/15
OpenAI
4/15
Perplexity
3/15
Claude
3/15
Market comparisonSection 06

How Evercore 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
22

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
82

How positively AI describes the company

Site quality
80

How well built the website's own pages are

AI readiness
43

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
41
Ranks 13 of 238. Typical company: 28
Named in answers
23.3%
Ranks 9 of 238. Typical company: 0.8%
AI readiness
43
Ranks 4 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
41
Ranks 1 of 27. Typical company: 29
Named in answers
23.3%
Ranks 1 of 27. Typical company: 5.0%
AI readiness
43
Ranks 1 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. Evercore 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
18 of 100
  • API CatalogNot met

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

    study: 1.3%
  • OAuth discoveryPartly met

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

    study: 6.3%
  • OAuth Protected ResourcePassed

    Metadata telling agents which authorization server to use.

    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.evercore.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

6 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%
  • 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%
  • PassedOAuth Authorization Server discoverystudy: 5.2%
  • PassedOAuth 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 41 of 100 badge for Evercore

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/evercore.com"><img src="https://aeo-audit.rezolve.com/finance/badges/evercore.com.svg" alt="Overall score 41 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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