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

Patomak Global Partners

patomak.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.
2,062 of 2,219
its rank by overall score
Place in its category
163rd of 177 consultancies
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for Patomak Global Partners

AI assistants do not name this consultancy in any of their 60 answers to market questions, while Treliant is named in some responses. Its overall score is 23 out of 100, ranking 2,062nd of 2,219 companies, compared to the typical company in its sector with a score of 27. The company's website passes 3 out of 14 technical checks.

We asked 15 unbranded questions about its market, so no question mentioned Patomak Global Partners 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
23Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality67
  • AI readiness21
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
3/14
technical checks passed. Typical for its sector: 4
Rank in its sector
315 of 346
by overall score, where the typical advisory or services firm scores 27

Get the full report on Patomak Global Partners as a PDF

Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

Line itemsSection 01

Every question, and where the company came up

Patomak Global Partners came up on 0 of 15 questions. Open any window to read that answer.

  1. 01Do corporations benefit from expert-led compliance and enforcement advisory services?0/4
  2. 02Examples of how advisory services support boardrooms in complex regulatory environments0/4
  3. 03How does regulatory compliance support differ from litigation support services for financial institutions?0/4
  4. 04Is hiring external financial regulatory advisers worth it for midsize banks?0/4
  5. 05Risk management consulting vs. strategic advisory—what's more suitable for addressing regulatory concerns?0/4
  6. 06Top features to look for in compliance advisory services for corporate legal teams0/4
  7. 07How do companies address recurring issues with regulatory examinations?0/4
  8. 08Typical costs for US-based financial regulatory consulting services0/4
  9. 09What steps should a financial firm take if facing regulatory enforcement actions?0/4
  10. 10What are the most effective regulatory advisory services for financial institutions in the US?0/4
  11. 11Are there affordable options for ongoing risk management compliance support?0/4
  12. 12What are some options besides third-party advisory services for regulatory risk management?0/4
  13. 13How do risk management consultants help organizations prevent compliance failures?0/4
  14. 14Best risk management support options for compliance teams in corporations0/4
  15. 15Alternatives to using external firms for litigation support in financial regulation cases0/4
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

“What are the most effective regulatory advisory services for financial institutions in the US?”

I'll search for information about effective regulatory advisory services for US financial institutions.Based on current market research, here are the most effective regulatory advisory services for financial institutions in the US:

Top-Tier Advisory Firms

Big Four Professional Services:

PwC is the strongest overall pick for Compliance Regulatory in 2026, with KPMG and EY rounding out the top 3. Deloitte provides bank compliance consulting for regulatory change, risk and controls, AML programs, regulatory reporting, and compliance transformation for financial institutions.

Specializ …

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
    Treliant
    1

Share of mentions

CompanyShare
  1. Guidehouse (Financial Services Consulting)
    50.0%
  2. Treliant
    50.0%
  3. Patomak Global Partners
    0.0%
  4. Promontory Financial Group
    0.0%
  5. Alvarez & Marsal Regulatory & Risk Advisory Services
    0.0%
  6. FTI Consulting (Financial Services 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
    worldmetrics.org
    14
  2. 02
    deloitte.com
    9
  3. 03
    kpmg.com
    7
  4. 04
    metricstream.com
    5
  5. 05
    nmsconsulting.com
    4
  6. 06
    wolterskluwer.com
    4
  7. 07
    v-comply.com
    3
  8. 08
    acaglobal.com
    3
  9. 09
    fticonsulting.com
    3
  10. 10
    consultfees.com
    3

Patomak Global Partners 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 Patomak Global Partners 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
67

How well built the website's own pages are

AI readiness
21

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
23
Ranks 315 of 346. Typical company: 27
Named in answers
0.0%
Ranks 149 of 346. Typical company: 0.0%
AI readiness
21
Ranks 228 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
23
Ranks 158 of 177. Typical company: 27
Named in answers
0.0%
Ranks 62 of 177. Typical company: 0.0%
AI readiness
21
Ranks 113 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. Patomak Global Partners 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

The website runs on WooCommerce.

Show every check, for your technical team
Discoverability
80 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 DiscoveryPassed

    SVCB or HTTPS records under _agents that advertise agent endpoints.

    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
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 28 of 100 · 97% of checks could run · checked on October 9, 2026 · patomak.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

3 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

  • 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.

Take it with you

Get the full report on Patomak Global Partners as a PDF

Every number on this page in a PDF you can keep and share with your team. Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

End of statement
All 2,219 companiesHow we measured this
Next step

Want AI assistants to name your company?

Book a 30-minute demo to see Rezolve Ai in action and what it can do for your business.

Request a demo