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

IRA Financial

irafinancial.com

Retirement and workplace benefitsInvesting and wealth

Money20/20 attendee

Statement period
October 9 to 13, 2026
when the AI assistants were asked
Account no.
584 of 2,219
its rank by overall score
Place in its category
3rd of 10 retirement and benefits providers
Closing balance

Named in

3of 60 answers

by 2 of 4 assistants

Statement note

What this means for IRA Financial

AI assistants name this retirement or benefits provider in 5% of answers, which is more frequent than the typical company in its sector at 0.8%. Its overall score is 36 out of 100, ranking 584th of 2,219 companies in the study. The website passes 7 out of 14 technical checks for how ready it is for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned IRA Financial by name. AI assistants named it in 3 of the 60 answers. Counting only how often it is named, it ranks 58th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Overall score
36Overall score
  • Visibility12
  • Citations16
  • Sentiment50
  • Site quality80
  • AI readiness50
Summary of account
Named by AI in
5.0%
3 of 60 answers
Share of mentions
37.5%
of the mentions of it and its 5 peers
AI readiness
7/14
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

Get the full report on IRA Financial as a PDF

Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

Line itemsSection 01

Every question, and where the company came up

IRA Financial came up on 2 of 15 questions. Open any window to read that answer.

  1. 01How do checkbook IRAs compare to traditional custodian-controlled self-directed IRAs?0/4
  2. 02Do self-directed retirement accounts provide enough benefits to offset potential fees and complexity?0/4
  3. 03How can I use a retirement account to invest in alternative assets like cryptocurrencies and private placements?0/4
  4. 04Self-directed IRA vs Solo 401(k): Which is better for flexible investing?0/4
  5. 05What types of self-directed accounts are available for small business owners seeking maximum flexibility?0/4
  6. 06What should I do if my self-directed IRA custodian is slow to approve an investment?0/4
  7. 07How can small business owners use Solo 401(k) plans for alternative investments?0/4
  8. 08Can you use a self-directed IRA to buy a rental property or vacation home?0/4
  9. 09Is opening a checkbook IRA a good idea for someone who wants more control over investments?0/4
  10. 10Are self-directed IRAs worth it for people who want to invest in real estate or crypto?0/4
  11. 11What are alternatives to self-directed IRAs for people wanting to invest in nontraditional assets?0/4
  12. 12How can I avoid prohibited transactions with alternative assets in a self-directed retirement account?0/4
  13. 13SEP IRA vs SIMPLE IRA: What's the difference for small business owners?0/4
  14. 14What are the best self-directed retirement account options for investing in real estate?1/4
  15. 15What are typical annual fee structures for self-directed retirement accounts?2/4
Total namedOpenAI: 0/15Claude: 1/15Perplexity: 0/15Gemini: 2/15All assistants: 3/60
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 Claude actually said

An answer that names the company

Claudenamed the company

“What are typical annual fee structures for self-directed retirement accounts?”

… IRA Financial: $495 annually for a Self-Directed IRA, with no asset value fees and no asset purchase fees

Accuplan: $349.95 annual fee

Tiered/Asset-Based Model

Equity Trust Company charges approximately $1,000/year at a $200,000 balance with tiered fees based on account value.

Additional Setup and Transaction Fees

Setup fees commonly range from $0 to $300, and transaction fees typically range from roughly $25 to $175 per trade, with precious metals storage at about $100 to $150 or more per year.

The best fee structure depends on your account size and investment activity—flat f …

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.

Share of mentions

CompanyShare
  1. IRA Financial
    37.5%
  2. Equity Trust
    25.0%
  3. Entrust Group
    25.0%
  4. Advanta IRA
    12.5%
  5. Rocket Dollar
    0.0%
  6. Alto IRA
    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
    irafinancial.com (its own website)
    47
  2. 02
    irs.gov
    27
  3. 03
    theentrustgroup.com
    12
  4. 04
    carry.com
    9
  5. 05
    advantaira.com
    9
  6. 06
    legalclarity.org
    8
  7. 07
    investor.gov
    7
  8. 08
    directedira.com
    7
  9. 09
    iraresources.com
    7
  10. 10
    checkbookira.com
    5

IRA Financial is in the study as a retirement or benefits provider.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
2/15
Claude
1/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 06

How IRA Financial 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
12

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

Citations
16

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
50

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
5.0%
Ranks 58 of 238. Typical company: 0.8%
AI readiness
50
Ranks 1 of 238. Typical company: 29
Against its categorySection 08

Compared with retirement and benefits providers

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

Overall score
36
Ranks 3 of 10. Typical company: 31
Named in answers
5.0%
Ranks 3 of 10. Typical company: 1.7%
AI readiness
50
Ranks 1 of 10. 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 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. IRA Financial 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
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
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 37 of 100 · 97% of checks could run · checked on October 9, 2026 · www.irafinancial.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

7 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%
  • 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.

Take it with you

Get the full report on IRA Financial as a PDF

Every number on this page in a PDF you can keep and share with your team. Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

ShareSection 12

Share this result

Overall score 36 of 100 badge for IRA Financial

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/irafinancial.com"><img src="https://aeo-audit.rezolve.com/finance/badges/irafinancial.com.svg" alt="Overall score 36 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
End of statement
All 2,219 companiesHow we measured this
Next step

Want AI assistants to name your company?

Book a 30-minute demo to see Rezolve Ai in action and what it can do for your business.

Request a demo