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

Secfi

secfi.com

Wealth managers and financial advisersInvesting and wealth

Money20/20 attendee

Statement period
October 9 and 10, 2026
when the AI assistants were asked
Account no.
625 of 2,219
its rank by overall score
Place in its category
11th of 22 wealth managers
Closing balance

Named in

7of 60 answers

by 4 of 4 assistants

Statement note

What this means for Secfi

AI assistants name the wealth manager Secfi in 11.7% of answers, much more often than the typical company in its sector, which is named in 0.8%. Secfi has an overall score of 35 out of 100, ranking 625th of 2,219 companies. Its website passes 3 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Secfi by name. AI assistants named it in 7 of the 60 answers. Counting only how often it is named, it ranks 27th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Overall score
35Overall score
  • Visibility14
  • Citations8
  • Sentiment60
  • Site quality87
  • AI readiness21
Summary of account
Named by AI in
11.7%
7 of 60 answers
Share of mentions
20.0%
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
62 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

Secfi came up on 4 of 15 questions. Open any window to read that answer.

  1. 01Is using a specialty wealth management service for private company equity worth it?0/4
  2. 02What are some strategies for managing concentrated equity positions before an IPO?0/4
  3. 03How do secondary market liquidity options compare to tender offer programs for private company equity?0/4
  4. 04What are the best liquidity solutions for private company shareholders in the US?0/4
  5. 05Are there non-debt strategies for tech shareholders to access funds prior to a public offering?0/4
  6. 06What are common challenges employees face when trying to exercise stock options ahead of an IPO?0/4
  7. 07How are fees typically structured for wealth management services aimed at tech employees with equity?1/4
  8. 08Equity loan products vs. direct share sales for unlocking value from pre-IPO shares — what are the pros and cons?0/4
  9. 09What alternatives exist to traditional loans for tech employees seeking liquidity from unexercised stock options?3/4
  10. 10What should I expect to pay for unlocking liquidity from private company shares in the US?0/4
  11. 11What should I consider before choosing a liquidity solution for my pre-IPO stock options?0/4
  12. 12Why might I have trouble getting liquidity for my private tech company shares?0/4
  13. 13How can private company stockholders use liquidity solutions to diversify their investments?0/4
  14. 14What are other ways to manage and monetize pre-IPO equity besides selling shares outright?1/4
  15. 15How can tech employees access wealth management services tailored for pre-IPO equity?2/4
Total namedOpenAI: 2/15Claude: 2/15Perplexity: 1/15Gemini: 2/15All assistants: 7/60
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 Perplexity actually said

An answer that names the company

Perplexitynamed the company

“How can tech employees access wealth management services tailored for pre-IPO equity?”

Tech employees can access tailored pre-IPO equity wealth management through specialist fiduciary advisors, equity-planning platforms, or integrated wealth-management firms.

Start with an equity-compensation specialist. Look for advisors experienced with ISOs, NSOs, RSUs, ESPPs, founder shares, and private-company stock—not just general investment management. Secfi, Darrow Wealth Management, Wealth with Options, and similar firms specifically serve startup and technology employees.

Use an integrated platform. Firms such as Secfi and Titan combine equity analysis with f …

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
    EquityBee
    2
  2. 02
    Forge Global
    2

Share of mentions

CompanyShare
  1. Vested
    48.6%
  2. Secfi
    20.0%
  3. Forge Global
    20.0%
  4. EquityBee
    8.6%
  5. Liquid Stock
    2.9%
  6. Pulley (Equity Solutions)
    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
    secfi.com (its own website)
    22
  2. 02
    advisor.morganstanley.com
    21
  3. 03
    nasdaqprivatemarket.com
    14
  4. 04
    morganstanley.com
    9
  5. 05
    carta.com
    9
  6. 06
    forgeglobal.com
    9
  7. 07
    darrowwealthmanagement.com
    6
  8. 08
    kubera.com
    6
  9. 09
    ennessglobal.com
    6
  10. 10
    linkedin.com
    5

Secfi is in the study as a wealth manager.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Claude
2/15
Gemini
2/15
OpenAI
2/15
Perplexity
1/15
Market comparisonSection 06

How Secfi 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
14

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

Citations
8

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

Sentiment
60

How positively AI describes the company

Site quality
87

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 investing and wealth companies

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

Overall score
35
Ranks 62 of 238. Typical company: 28
Named in answers
11.7%
Ranks 27 of 238. Typical company: 0.8%
AI readiness
21
Ranks 140 of 238. Typical company: 29
Against its categorySection 08

Compared with wealth managers

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

Overall score
35
Ranks 11 of 22. Typical company: 35
Named in answers
11.7%
Ranks 3 of 22. Typical company: 3.3%
AI readiness
21
Ranks 10 of 22. Typical company: 21
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. Secfi 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
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
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 25 of 100 · 97% of checks could run · checked on October 9, 2026 · secfi.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

  • GPTBotallowed
  • ClaudeBotallowed
  • Anthropic-AIallowed
  • Google-Extendedallowed
  • Applebot-Extendedallowed
  • Meta-ExternalAgentallowed
  • FacebookBotallowed
  • Bytespiderallowed
  • CCBotallowed
  • Diffbotallowed
  • Omgilibotallowed

AI search

  • OAI-SearchBotallowed
  • Claude-SearchBotallowed
  • PerplexityBotallowed
  • Applebotallowed
  • Amazonbotallowed
  • YouBotallowed

Answering questions

  • ChatGPT-Userallowed
  • Claude-Userallowed
  • Perplexity-Userallowed
  • DuckAssistBotallowed
  • MistralAI-Userallowed

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 35 of 100 badge for Secfi

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/secfi.com"><img src="https://aeo-audit.rezolve.com/finance/badges/secfi.com.svg" alt="Overall score 35 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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