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

Moelis & Company

moelis.comMC

Investment banks and capital marketsInvesting and wealth

Also in the US AI Visibility Study

Statement period
September 23 to 28, 2026
when the AI assistants were asked
Account no.
406 of 2,219
its rank by overall score
Place in its category
4th of 27 investment banks
Closing balance

Named in

6of 60 answers

by 3 of 4 assistants

Statement note

What this means for Moelis & Company

AI assistants name this investment bank in 10% of answers, more often than the typical company in its sector. Its overall score is 38 out of 100, ranking 406th of 2,219. The website passes 4 out of 14 technical checks for readiness with AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Moelis & Company by name. AI assistants named it in 6 of the 60 answers. Counting only how often it is named, it ranks 36th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Overall score
38Overall score
  • Visibility12
  • Citations0
  • Sentiment92
  • Site quality80
  • AI readiness29
Summary of account
Named by AI in
10.0%
6 of 60 answers
Share of mentions
15.8%
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
39 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

Moelis & Company came up on 3 of 15 questions. Open any window to read that answer.

  1. 01Is it worth hiring an independent investment bank for capital structure advisory services?0/4
  2. 02How are advisory fees structured for independent investment banks handling M&A transactions?0/4
  3. 03Independent investment banks vs full-service banks: which offers better private capital advisory?1/4
  4. 04Who are the top independent financial advisors for capital markets transactions?3/4
  5. 05What alternatives exist to using an independent investment bank for capital raising?0/4
  6. 06What are the key factors to consider when choosing an independent investment bank for M&A advisory?0/4
  7. 07How do boutique investment banks compare to large integrated banks for strategic advisory services?0/4
  8. 08How do you resolve conflicts of interest in financial advisory engagements?0/4
  9. 09How effective is using an independent investment bank for complex merger negotiations?0/4
  10. 10What services can institutional investors expect from an independent advisory firm during an acquisition?0/4
  11. 11Are there other types of financial advisors besides independent investment banks for strategic transactions?0/4
  12. 12Best independent advisory options for cross-border M&A deals in the United States2/4
  13. 13What are common pitfalls when engaging an independent advisor for debt restructuring?0/4
  14. 14What is the typical cost range for private capital advisory services in the US?0/4
  15. 15When should a corporate client seek out independent advisory for a public market transaction?0/4
Total namedOpenAI: 2/15Claude: 1/15Perplexity: 0/15Gemini: 3/15All assistants: 6/60
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

“Who are the top independent financial advisors for capital markets transactions?”

I'll search for information about top independent financial advisors specializing in capital markets transactions.Based on the search results, here are some of the top independent financial advisors specializing in capital markets transactions:

Established Capital Markets Advisory Firms

Houlihan Lokey, Evercore, Moelis, and Lazard Middle Market are notable examples of independent advisory firms founded by former bulge-bracket senior bankers.

Rothschild & Co is one of the most established independent advisory firms globally, with a strong capital markets advisory platform spanning equity …

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
    Houlihan Lokey
    6
  2. 02
    Evercore
    5
  3. 03
    Lazard
    4
  4. 04
    PJT Partners
    2
  5. 05
    Centerview Partners
    2

Share of mentions

CompanyShare
  1. Evercore
    21.1%
  2. Houlihan Lokey
    21.1%
  3. Lazard
    18.4%
  4. Moelis & Company
    15.8%
  5. Centerview Partners
    13.2%
  6. PJT Partners
    10.5%
ReferrersSection 04

Websites the AI used as sources

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

  1. 01
    axial.net
    16
  2. 02
    ctacquisitions.com
    15
  3. 03
    linkedin.com
    8
  4. 04
    pcecompanies.com
    7
  5. 05
    windsordrake.com
    7
  6. 06
    fe.training
    7
  7. 07
    businesswire.com
    7
  8. 08
    dealroom.net
    6
  9. 09
    auxocapitaladvisors.com
    6
  10. 10
    beekmanstrategic.com
    6

Moelis & Company 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
3/15
OpenAI
2/15
Claude
1/15
Perplexity
0/15
Market comparisonSection 06

How Moelis & Company 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
0

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

Sentiment
92

How positively AI describes the company

Site quality
80

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 investing and wealth companies

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

Overall score
38
Ranks 39 of 238. Typical company: 28
Named in answers
10.0%
Ranks 36 of 238. Typical company: 0.8%
AI readiness
29
Ranks 51 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
38
Ranks 4 of 27. Typical company: 29
Named in answers
10.0%
Ranks 7 of 27. Typical company: 5.0%
AI readiness
29
Ranks 8 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. Moelis & Company 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
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 25 of 100 · 97% of checks could run · checked on October 5, 2026 · www.moelis.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%
  • 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%
  • 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 38 of 100 badge for Moelis & Company

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/moelis.com"><img src="https://aeo-audit.rezolve.com/finance/badges/moelis.com.svg" alt="Overall score 38 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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