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

Morgan Stanley

morganstanley.comMS

Wealth managers and financial advisersInvesting and wealth

Money20/20 attendeeS&P 500

Also in the US AI Visibility Study

Statement period
September 23, 2026
when the AI assistants were asked
Account no.
152 of 2,219
its rank by overall score
Place in its category
3rd of 22 wealth managers
Closing balance

Named in

6of 60 answers

by 4 of 4 assistants

Statement note

What this means for Morgan Stanley

AI assistants name Morgan Stanley in 10% of answers, which is much higher than the typical company in its sector, named in 0.8% of answers. Its overall score is 42 out of 100, ranking 152nd of 2,219 companies and 11th out of 238 in its sector. The website passes 4 of 14 technical checks for readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Morgan Stanley 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
42Overall score
  • Visibility15
  • Citations2
  • Sentiment100
  • Site quality87
  • AI readiness29
Summary of account
Named by AI in
10.0%
6 of 60 answers
Share of mentions
26.1%
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
11 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

Morgan Stanley came up on 2 of 15 questions. Open any window to read that answer.

  1. 01Best financial services firms for personalized wealth management in the US3/4
  2. 02Wealth management vs investment advisory: key differences for individuals0/4
  3. 03Private banking vs financial planning: which is better for families?0/4
  4. 04Top-rated investment banking advisors for institutional clients3/4
  5. 05Alternatives to traditional wealth management for families seeking financial guidance0/4
  6. 06Best options for DIY investors who want to avoid full-service financial advisors0/4
  7. 07Typical fee structures for high-net-worth wealth management in the US0/4
  8. 08Is professional capital markets advice worth the fees for new investors?0/4
  9. 09Are multi-asset portfolio managers a good choice for long-term retirement planning?0/4
  10. 10How much do institutional clients usually pay for global investment banking services?0/4
  11. 11How can investors address underperformance in an actively managed portfolio?0/4
  12. 12What to do if you feel your financial advisor isn’t proactive with market trend insights0/4
  13. 13Ways individual investors can use financial planning services to achieve personal financial goals0/4
  14. 14Other ways to access market research beyond financial services firms0/4
  15. 15How do investment consultants assist governments with raising capital?0/4
Total namedOpenAI: 1/15Claude: 2/15Perplexity: 2/15Gemini: 1/15All 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

“Best financial services firms for personalized wealth management in the US”

Based on current research, here are some of the best financial services firms for personalized wealth management in the US:

Large Institutional Players

Morgan Stanley Wealth Management ranks first in visibility among wealth managers and is the largest wealth manager in the US by number of advisors (15,000+). Morgan Stanley offers personalized investment strategies, financial planning, and advisory services helping clients grow, preserve, and transfer wealth.

JPMorgan Chase is a leader in wealth management due to its extensive history and offers high-net-worth individuals comprehensive fi …

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
    Goldman Sachs
    4
  2. 02
    UBS
    2
  3. 03
    J.P. Morgan
    2

Share of mentions

CompanyShare
  1. J.P. Morgan
    30.4%
  2. Morgan Stanley
    26.1%
  3. Goldman Sachs
    26.1%
  4. UBS
    13.0%
  5. Bank of America Merrill Lynch
    4.3%
  6. Wells Fargo Advisors
    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
    smartasset.com
    14
  2. 02
    morganstanley.com (its own website)
    13
  3. 03
    investopedia.com
    12
  4. 04
    investor.vanguard.com
    11
  5. 05
    forbes.com
    8
  6. 06
    troweprice.com
    7
  7. 07
    wsj.com
    7
  8. 08
    nerdwallet.com
    7
  9. 09
    reddit.com
    6
  10. 10
    unbiased.com
    6

Morgan Stanley 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
2/15
Claude
2/15
Gemini
1/15
OpenAI
1/15
Market comparisonSection 06

How Morgan Stanley 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
15

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

Citations
2

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

Sentiment
100

How positively AI describes the company

Site quality
87

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
42
Ranks 11 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 wealth managers

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

Overall score
42
Ranks 3 of 22. Typical company: 35
Named in answers
10.0%
Ranks 4 of 22. Typical company: 3.3%
AI readiness
29
Ranks 4 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 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. Morgan Stanley 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
63 of 100
  • AI bot rulesPassed

    Explicit robots.txt rules for AI crawlers such as GPTBot, ClaudeBot and PerplexityBot.

    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 32 of 100 · 97% of checks could run · checked on October 3, 2026 · www.morganstanley.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%
  • 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

  • PassedExplicit 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 rules for 12 AI crawlers by name. All others follow its general rules.

Training AI

  • GPTBot*allowed
  • ClaudeBot*allowed
  • Anthropic-AI*allowed
  • Google-Extended*allowed
  • Applebot-Extended*allowed
  • Meta-ExternalAgent*allowed
  • FacebookBot*allowed
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBot*allowed
  • Claude-SearchBotpartly
  • PerplexityBot*allowed
  • Applebotpartly
  • Amazonbot*allowed
  • YouBot*allowed

Answering questions

  • ChatGPT-User*allowed
  • 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

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Overall score 42 of 100 badge for Morgan Stanley

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<a href="https://aeo-audit.rezolve.com/us/finance/morganstanley.com"><img src="https://aeo-audit.rezolve.com/finance/badges/morganstanley.com.svg" alt="Overall score 42 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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