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

Parlay Finance

parlay.finance

Online brokerages and trading appsInvesting and wealth

Money20/20 attendee

Statement period
October 9 and 10, 2026
when the AI assistants were asked
Account no.
209 of 2,219
its rank by overall score
Place in its category
6th of 20 online brokerages
Closing balance

Named in

3of 60 answers

by 3 of 4 assistants

Statement note

What this means for Parlay Finance

AI assistants name Parlay Finance in 5% of answers, which is more often than the typical company in its sector at 0.8%. Its overall score is 41 out of 100, ranking 209th of 2,219 overall and 13th of 238 in its sector. Its website passes 4 out of 14 technical checks for readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Parlay Finance by name. AI assistants named it in 3 of the 60 answers. Counting only how often it is named, it ranks 58th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Overall score
41Overall score
  • Visibility16
  • Citations1
  • Sentiment100
  • Site quality80
  • AI readiness29
Summary of account
Named by AI in
5.0%
3 of 60 answers
Share of mentions
75.0%
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
13 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

Parlay Finance came up on 1 of 15 questions. Open any window to read that answer.

  1. 01Should community lenders upgrade to an automated loan intake platform for small business applications?0/4
  2. 02How can credit unions use AI platforms to reduce manual work in small business loan processing?0/4
  3. 03Top features to look for in SMB and SBA loan automation platforms for credit unions0/4
  4. 04What are the best AI-powered intake solutions for small business loan origination at community banks?3/4
  5. 05Ways community lenders can streamline borrower intake and pre-vetting with automation0/4
  6. 06How do community banks resolve common integration issues with AI loan origination systems?0/4
  7. 07How is AI-powered loan screening software for community banks usually priced—subscription or per-application?0/4
  8. 08How does AI-native SMB loan origination software compare to traditional manual screening methods?0/4
  9. 09Loan origination platforms vs. point solutions for document collection in small business lending0/4
  10. 10Best practices for digitizing the intake process for small business lending at community financial institutions0/4
  11. 11What can cause delays in AI-powered loan intake workflows for SBA loans?0/4
  12. 12What manual or semi-automated tools do lenders use aside from AI-powered SBA loan origination platforms?0/4
  13. 13Is investing in AI-based screening software for SBA loans worth it for smaller credit unions?0/4
  14. 14Alternatives to AI-native loan intake platforms for small business lending automation0/4
  15. 15What are typical costs for AI-driven SMB loan origination software for CDFIs?0/4
Total namedOpenAI: 1/15Claude: 1/15Perplexity: 0/15Gemini: 1/15All assistants: 3/60
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 OpenAI actually said

An answer that names the company

OpenAInamed the company

“What are the best AI-powered intake solutions for small business loan origination at community banks?”

Short answer

For community-bank small business loan origination, there isn’t a single “best” product — you should combine an AI-native intake/portal + robust document-extraction + bank-connect/cashflow plumbing + an LOS/decisioning layer. Leading, field-proven pieces to evaluate now are: Parlay (SBA/SMB intake), Ocrolus (document capture & bank-statement analytics), nCino (full LOS with growing AI origination features), Casca / Aloan / Lama / Pivox (AI-native commercial/SBM origination platforms), and Plaid/Finicity for bank-connect. Pick a stack that fits your bank’s size, integrations, audit …

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
    Numerated
    2

Share of mentions

CompanyShare
  1. Parlay Finance
    75.0%
  2. Numerated
    25.0%
  3. Amount
    0.0%
  4. Liquid Credit (by Lendio)
    0.0%
  5. Loanbud
    0.0%
  6. StreetShares Platform
    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
    aloan.ai
    34
  2. 02
    biz2x.com
    14
  3. 03
    loanpro.io
    8
  4. 04
    multimodal.dev
    8
  5. 05
    abrigo.com
    8
  6. 06
    thelosdirectory.com
    6
  7. 07
    uptiq.ai
    6
  8. 08
    linkedin.com
    5
  9. 09
    sourceforge.net
    4
  10. 10
    fusefinance.com
    4

Parlay Finance is in the study as an online brokerage.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

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

How Parlay Finance 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
16

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

Citations
1

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

Sentiment
100

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
41
Ranks 13 of 238. Typical company: 28
Named in answers
5.0%
Ranks 58 of 238. Typical company: 0.8%
AI readiness
29
Ranks 51 of 238. Typical company: 29
Against its categorySection 08

Compared with online brokerages

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

Overall score
41
Ranks 5 of 20. Typical company: 36
Named in answers
5.0%
Ranks 14 of 20. Typical company: 10.0%
AI readiness
29
Ranks 9 of 20. 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. Parlay Finance 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.txtPublished
  • 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 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
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 42 of 100 · 97% of checks could run · checked on October 9, 2026 · www.parlay.finance · 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%
  • Not metXML sitemapstudy: 79.4%
  • Not metHTTP 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

  • 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 11 AI crawlers by name. All others follow its general rules.

Training AI

  • GPTBot*partly
  • ClaudeBot*partly
  • Anthropic-AIpartly
  • Google-Extended*partly
  • Applebot-Extended*partly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBot*partly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBot*partly
  • Claude-SearchBot*partly
  • PerplexityBot*partly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-User*partly
  • Claude-User*partly
  • Perplexity-User*partly
  • 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 41 of 100 badge for Parlay Finance

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/parlay.finance"><img src="https://aeo-audit.rezolve.com/finance/badges/parlay.finance.svg" alt="Overall score 41 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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