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
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MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder
NW

New Wave Financial

newwavefinancial.com

Wealth managers and financial advisersInvesting and wealth

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
2,203 of 2,219
its rank by overall score
Place in its category
22nd of 22 wealth managers
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for New Wave Financial

AI assistants do not name this wealth manager in any of their 60 answers. Its overall score is 16 out of 100, ranking 2,203rd of 2,219 companies in the study and 237th of 238 in its sector. Its website passes 1 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned New Wave Financial by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 120th 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
16Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality33
  • AI readiness7
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
no answer named it or its 5 peers
AI readiness
1/14
technical checks passed. Typical for its sector: 4
Rank in its sector
237 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

New Wave Financial came up on 0 of 15 questions. Open any window to read that answer.

  1. 01Are there digital tools or robo-advisors suitable for high-net-worth financial planning?0/4
  2. 02How can a wealth management firm help with intergenerational wealth transfer?0/4
  3. 03How do you address conflicts of interest with a financial advisor?0/4
  4. 04What is the difference between fee-only financial advisors and commission-based advisors?0/4
  5. 05Are financial advisory services worth the cost for families with significant assets?0/4
  6. 06What are some alternatives to hiring a full-service financial planner?0/4
  7. 07What are typical fees for financial planning and wealth management services in the US?0/4
  8. 08How are advisory fees usually structured for high-net-worth clients?0/4
  9. 09In what situations is working with a financial planner most beneficial?0/4
  10. 10How do I choose the right financial planning service for my family's needs?0/4
  11. 11What are the best wealth management options for high-net-worth families?0/4
  12. 12How can affluent families manage wealth without traditional advisory services?0/4
  13. 13How does comprehensive financial planning compare to investment-only management?0/4
  14. 14Is it worthwhile to hire a private wealth manager for retirement planning?0/4
  15. 15What should I do if I feel like my current financial plan isn't meeting my goals?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All assistants: 0/60
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.

PayeesSection 02

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. New Wave Financial
    0.0%
  2. Fisher Investments
    0.0%
  3. Edelman Financial Engines
    0.0%
  4. Creative Planning
    0.0%
  5. Mercer Advisors
    0.0%
  6. The Colony Group
    0.0%
ReferrersSection 03

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
    investopedia.com
    9
  3. 03
    creativeplanning.com
    7
  4. 04
    kiplinger.com
    7
  5. 05
    wsj.com
    6
  6. 06
    cfp.net
    6
  7. 07
    nerdwallet.com
    5
  8. 08
    finance.yahoo.com
    4
  9. 09
    experian.com
    4
  10. 10
    merceradvisors.com
    4

New Wave Financial is in the study as a wealth manager.

By assistantSection 04

Which AI assistants named the company

Answers naming it, out of answers received

Claude
0/15
Gemini
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 05

How New Wave 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
0

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
50

How positively AI describes the company

Site quality
33

How well built the website's own pages are

AI readiness
7

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 06

Compared with investing and wealth companies

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

Overall score
16
Ranks 237 of 238. Typical company: 28
Named in answers
0.0%
Ranks 120 of 238. Typical company: 0.8%
AI readiness
7
Ranks 219 of 238. Typical company: 29
Against its categorySection 07

Compared with wealth managers

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

Overall score
16
Ranks 22 of 22. Typical company: 35
Named in answers
0.0%
Ranks 17 of 22. Typical company: 3.3%
AI readiness
7
Ranks 20 of 22. Typical company: 21
AI agentsSection 08

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

This website turned most of our scan away, so it has no level. Only 44% of the checks could run. That reflects the website’s rules for automated visitors, and an AI agent arriving by itself meets the same rules.

Can an AI agent check out here?

We could not tell. The website turned away our requests for the files an agent would read. An agent arriving by itself is turned away the same way.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPCould not check
  • UCPCould not check
Interfaces for AI agents
  • MCP Server CardCould not check
  • A2A Agent CardCould not check
  • Agent SkillsCould not check
  • API CatalogCould not check
  • llms.txtCould not check
  • 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%
  • SitemapCould not check

    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.txtCould not check

    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 AuthCould not check

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
  • API CatalogCould not check

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

    study: 1.3%
  • OAuth discoveryCould not check

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

    study: 6.3%
  • OAuth Protected ResourceCould not check

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdCould not check

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardCould not check

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardCould not check

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsCould not check

    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 manifestCould not check

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 14 of 100 · 44% of checks could run · checked on October 9, 2026 · newwavefinancial.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 09

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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