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

Paoli Advisors

paoliadvisors.com

Consultancies and professional servicesAdvisers and services

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
1,391 of 2,219
its rank by overall score
Place in its category
93rd of 177 consultancies
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for Paoli Advisors

AI assistants do not name Paoli Advisors in any of the 60 answers, while others like LegalZoom and Rocket Lawyer are mentioned. Its overall score is 27 out of 100, which matches the typical company in its sector, ranking 1,391st of 2,219. The website passes 5 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Paoli Advisors by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 149th 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
27Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality80
  • AI readiness36
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
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
172 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

Paoli Advisors came up on 0 of 15 questions. Open any window to read that answer.

  1. 01How does a multidisciplinary business advisory service compare to a traditional law firm for startups?0/4
  2. 02Examples of how legal and business advisory services support venture-backed companies0/4
  3. 03What should I look for when choosing legal advisory services for my company?0/4
  4. 04Is hiring a strategic legal consultant worth it for a small business in the US?0/4
  5. 05What is the typical cost of strategic business and legal advisory services in the US?0/4
  6. 06Alternatives to using external legal business advisors for small companies0/4
  7. 07How do US business advisory firms usually structure their fees for startups?0/4
  8. 08Best ways for growing companies to access multidisciplinary business advisory in the United States0/4
  9. 09What are some non-traditional options for legal and business support for early-stage startups?0/4
  10. 10What are the key benefits of legal and business advisory services for startups in the US?0/4
  11. 11How can AI-powered legal consulting benefit a tech startup preparing for fundraising?0/4
  12. 12Legal consulting vs. in-house counsel: which is better for an early-stage business?0/4
  13. 13Common pitfalls when using integrated legal and business solutions for scaling businesses0/4
  14. 14Who might benefit most from integrated legal and business strategy services?0/4
  15. 15How can a business advisory service help troubleshoot compliance issues in an expanding startup?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.

Transaction detailSection 02

What Claude actually said

The company is not named in this answer

Claudedid not name the company

“Alternatives to using external legal business advisors for small companies”

I can provide you with a comprehensive overview of alternatives to using external legal business advisors for small companies based on general knowledge:

Internal Solutions

In-house legal counsel or compliance officer: Hiring a part-time or full-time employee with legal background can be cost-effective for companies with consistent legal needs. Some small firms share a lawyer between multiple companies.

Owner/manager self-education: Many small business owners learn basic legal and business principles through courses, books, and workshops to handle routine matters themselves. …

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.

Named instead

CompanyTimes named
  1. 01
    LegalZoom
    2
  2. 02
    Rocket Lawyer
    2
  3. 03
    UpCounsel
    1

Share of mentions

CompanyShare
  1. LegalZoom
    42.9%
  2. Rocket Lawyer
    42.9%
  3. UpCounsel
    14.3%
  4. Paoli Advisors
    0.0%
  5. Atrium
    0.0%
  6. Goodwin Procter Startup Practice
    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
    linkedin.com
    7
  2. 02
    daeryunlaw.com
    5
  3. 03
    general.legal
    4
  4. 04
    connectd.com
    4
  5. 05
    americanbar.org
    3
  6. 06
    sprintlaw.com.au
    3
  7. 07
    legalexperts.ai
    3
  8. 08
    upcounsel.com
    3
  9. 09
    legalzoom.com
    2
  10. 10
    uschamber.com
    2

Paoli Advisors is in the study as a consultancy.

By assistantSection 05

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 06

How Paoli Advisors 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
80

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
27
Ranks 172 of 346. Typical company: 27
Named in answers
0.0%
Ranks 149 of 346. Typical company: 0.0%
AI readiness
36
Ranks 38 of 346. Typical company: 29
Against its categorySection 08

Compared with consultancies

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

Overall score
27
Ranks 77 of 177. Typical company: 27
Named in answers
0.0%
Ranks 62 of 177. Typical company: 0.0%
AI readiness
36
Ranks 15 of 177. 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. Paoli Advisors publishes a UCP profile with checkout, but the profile lists no way to pay. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPCould not check
  • AP2Not present
  • ACPCould not check
  • UCPPublished
Interfaces for AI agents
  • MCP Server CardCould not check
  • A2A Agent CardCould not check
  • Agent SkillsCould not check
  • API CatalogCould not check
  • llms.txtPublished
  • WebMCPCould not check

The website runs on Wix.

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
50 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtPassed

    An llms.txt that tells language models what the site offers.

    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 54 of 100 · 63% of checks could run · checked on October 9, 2026 · www.paoliadvisors.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

  • 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%
  • 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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