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
FA

First American Trust

firstamtrust.com

Wealth managers and financial advisersInvesting and wealth

Money20/20 attendee

Statement period
October 9 and 10, 2026
when the AI assistants were asked
Account no.
600 of 2,219
its rank by overall score
Place in its category
10th of 22 wealth managers
Closing balance

Named in

1of 60 answers

by 1 of 4 assistants

Statement note

What this means for First American Trust

AI assistants rarely name this wealth manager, naming it in 1 of 60 answers; in that answer, they also name Northern Trust. Its overall score is 36 out of 100, ranking 600th of 2,219 companies, which is above the typical company in its sector. The company's website passes 1 of 14 technical checks for readiness with AI tools.

We asked 15 unbranded questions about its market, so no question mentioned First American Trust by name. AI assistants named it in 1 of the 60 answers. Counting only how often it is named, it ranks 98th 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
36Overall score
  • Visibility4
  • Citations1
  • Sentiment100
  • Site quality80
  • AI readiness21
Summary of account
Named by AI in
1.7%
1 of 60 answers
Share of mentions
14.3%
of the mentions of it and its 5 peers
AI readiness
1/14
technical checks passed. Typical for its sector: 4
Rank in its sector
51 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

First American Trust came up on 1 of 15 questions. Open any window to read that answer.

  1. 01Is a fiduciary bank account worth it for title and escrow professionals?0/4
  2. 02Options for wealth planning outside of standard fiduciary banking0/4
  3. 03Wealth management fee structures for high net worth clientele in the US0/4
  4. 04Why might commercial deposit services face delays for real estate transactions?0/4
  5. 05Top-rated wealth management solutions for high net worth families in the US0/4
  6. 06Should individuals choose customized investment advice or automated portfolio management?0/4
  7. 07How can trust services help with generational wealth transfer?0/4
  8. 08What are the best fiduciary banking services for real estate companies?1/4
  9. 09Where to find personalized wealth management advisors for professional partners?0/4
  10. 10Best ways to leverage treasury management for real estate operations0/4
  11. 11How to resolve issues with fiduciary account transfers0/4
  12. 12How much do fiduciary banking services typically cost for institutions?0/4
  13. 13Fiduciary trust vs. traditional banking for managing large estates0/4
  14. 14Differences between personal and institutional wealth management services0/4
  15. 15Alternatives to traditional trust services for estate planning0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 1/15Gemini: 0/15All assistants: 1/60
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

“What are the best fiduciary banking services for real estate companies?”

For most U.S. real estate companies, the strongest fiduciary-banking options are specialized escrow/trust banks rather than general wealth-management providers:

First American Trust — Best for title, escrow, and settlement operations. It offers fiduciary banking, remote deposit capture, positive pay, and domestic/international wire transfers.

Founders Bank — Best for property managers and firms handling tenant, security-deposit, or client funds. Its real-estate offering includes fiduciary/escrow accounts, customized reporting, and an escrow-management platform.

JPMor …

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
    Northern Trust
    1

Share of mentions

CompanyShare
  1. Fiduciary Trust International
    57.1%
  2. Northern Trust
    28.6%
  3. First American Trust
    14.3%
  4. City National Bank (Private Banking and Fiduciary Services)
    0.0%
  5. Comerica Wealth Management
    0.0%
  6. Boston Private (a division of Silicon Valley Bank)
    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
    jpmorgan.com
    13
  2. 02
    usbank.com
    10
  3. 03
    legalclarity.org
    8
  4. 04
    investopedia.com
    8
  5. 05
    fdic.gov
    5
  6. 06
    tdwealth.net
    4
  7. 07
    vesto.com
    4
  8. 08
    files.crisesnotes.com
    3
  9. 09
    wsj.com
    3
  10. 10
    ubs.com
    3

First American Trust is in the study as a wealth manager.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Perplexity
1/15
Claude
0/15
Gemini
0/15
OpenAI
0/15
Market comparisonSection 06

How First American Trust 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
4

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
100

How positively AI describes the company

Site quality
80

How well built the website's own pages are

AI readiness
21

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
36
Ranks 51 of 238. Typical company: 28
Named in answers
1.7%
Ranks 98 of 238. Typical company: 0.8%
AI readiness
21
Ranks 140 of 238. Typical company: 29
Against its categorySection 08

Compared with wealth managers

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

Overall score
36
Ranks 9 of 22. Typical company: 35
Named in answers
1.7%
Ranks 13 of 22. Typical company: 3.3%
AI readiness
21
Ranks 10 of 22. Typical company: 21
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 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Can an AI agent check out here?

Not by itself. First American Trust 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
0 of 100
  • robots.txtNot met

    Publish a valid robots.txt with crawl rules and a Sitemap line.

    study: 86.1%
  • SitemapNot met

    Serve an XML sitemap and reference it 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
0 of 100
  • AI bot rulesNot 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 0 of 100 · 97% of checks could run · checked on October 9, 2026 · www.firstamtrust.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

1 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

  • Not metrobots.txt publishedstudy: 85.1%
  • Not metXML 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%
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End of statement
All 2,219 companiesHow we measured this
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