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
NR

Northcoast Research

northcoastresearch.com

Research, news and mediaAdvisers and services

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
657 of 2,219
its rank by overall score
Place in its category
28th of 73 research and media companies
Closing balance

Named in

1of 60 answers

by 1 of 4 assistants

Statement note

What this means for Northcoast Research

AI assistants rarely name this research or media company, mentioning it in 1 of 60 answers. CFRA Research is also named in the same answer. Its overall score is 35 out of 100, ranking 657th of 2,219 companies in the study. The website passes 5 out of 14 technical checks showing some readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Northcoast Research by name. AI assistants named it in 1 of the 60 answers. Counting only how often it is named, it ranks 118th of 346 in its sector. The typical advisory or services firm is named in 0.0% 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
35Overall score
  • Visibility4
  • Citations0
  • Sentiment100
  • Site quality67
  • AI readiness36
Summary of account
Named by AI in
1.7%
1 of 60 answers
Share of mentions
11.1%
of the mentions of it and its 5 peers
AI readiness
5/14
technical checks passed. Typical for its sector: 4
Rank in its sector
80 of 346
by overall score, where the typical advisory or services firm scores 27

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Line itemsSection 01

Every question, and where the company came up

Northcoast Research came up on 1 of 15 questions. Open any window to read that answer.

  1. 01How can custom market analysis help in sector allocation decisions for institutional investors?0/4
  2. 02What are the best independent investment research providers for institutional investors?1/4
  3. 03What are alternatives to subscribing to independent investment research for market insights?0/4
  4. 04Is proprietary investment research worth it for institutional portfolios?0/4
  5. 05Best sources for unbiased market analysis for pension funds and endowments.0/4
  6. 06Independent research firms vs traditional brokerage research—what are the main differences?0/4
  7. 07How do institutional investors find top fundamental research firms in the US?0/4
  8. 08How much do independent investment research subscriptions typically cost for institutions?0/4
  9. 09How to evaluate the credibility of fundamental research reports before investing?0/4
  10. 10What should institutional investors do if research coverage is too limited for their needs?0/4
  11. 11How can institutional investors access proprietary research without a full subscription?0/4
  12. 12What are the benefits of attending investment management forums for institutional clients?0/4
  13. 13How can unbiased equity research benefit institutional asset managers?0/4
  14. 14Are market analysis services from independent firms more expensive than from brokerage firms?0/4
  15. 15How do independent investment research firms compare to sell-side analysts?0/4
Total namedOpenAI: 0/15Claude: 1/15Perplexity: 0/15Gemini: 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 Claude actually said

An answer that names the company

Claudenamed the company

“What are the best independent investment research providers for institutional investors?”

… Northcoast Research: Northcoast Research is an independent investment research firm that provides unbiased, proprietary fundamental research to institutional investors throughout the country.

AlphaValue: AlphaValue is the world's leading provider of Independent European Equity, ESG and Credit Research.

Research Platforms & Tools

For broader research infrastructure, Bloomberg Terminal and FactSet are used for fundamental data, while AlphaSense is used for AI-powered filing search.

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
    CFRA Research
    3

Share of mentions

CompanyShare
  1. CFRA Research
    55.6%
  2. Argus Research
    33.3%
  3. Northcoast Research
    11.1%
  4. MKM Partners
    0.0%
  5. Benchmark Company
    0.0%
  6. Stifel Equity Research
    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
    visualping.io
    11
  2. 02
    institutionalinvestor.com
    9
  3. 03
    sec.gov
    8
  4. 04
    investopedia.com
    7
  5. 05
    institutional.fidelity.com
    5
  6. 06
    morningstar.com
    5
  7. 07
    cfraresearch.com
    4
  8. 08
    rpc.cfainstitute.org
    4
  9. 09
    arxiv.org
    4
  10. 10
    sciencedirect.com
    4

Northcoast Research is in the study as a research or media company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

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

How Northcoast Research 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
0

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

Sentiment
100

How positively AI describes the company

Site quality
67

How well built the website's own pages are

AI readiness
36

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 advisory and services firms

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

Overall score
35
Ranks 80 of 346. Typical company: 27
Named in answers
1.7%
Ranks 118 of 346. Typical company: 0.0%
AI readiness
36
Ranks 38 of 346. Typical company: 29
Against its categorySection 08

Compared with research and media companies

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

Overall score
35
Ranks 25 of 73. Typical company: 31
Named in answers
1.7%
Ranks 43 of 73. Typical company: 3.3%
AI readiness
36
Ranks 12 of 73. 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. Northcoast Research 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
72 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPartly 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
50 of 100
  • Markdown negotiationPassed

    Requests sent with Accept: text/markdown receive a markdown version of the page.

    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 35 of 100 · 97% of checks could run · checked on October 9, 2026 · northcoastresearch.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

5 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

  • PassedMarkdown 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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End of statement
All 2,219 companiesHow we measured this
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