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

Stifel

stifel.comSF

Online brokerages and trading appsInvesting and wealth

Also in the US AI Visibility Study

Statement period
September 23 to 28, 2026
when the AI assistants were asked
Account no.
1,032 of 2,219
its rank by overall score
Place in its category
14th of 20 online brokerages
Closing balance

Named in

3of 60 answers

by 3 of 4 assistants

Statement note

What this means for Stifel

AI assistants name this online brokerage in 5% of answers, more often than the typical company in its sector at 0.8%. Its overall score is 28 out of 100, ranking 1,032nd of 2,219. Its website passes 2 out of 14 technical checks for readiness with AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Stifel 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
28Overall score
  • Visibility8
  • Citations0
  • Sentiment67
  • Site quality67
  • AI readiness14
Summary of account
Named by AI in
5.0%
3 of 60 answers
Share of mentions
16.7%
of the mentions of it and its 5 peers
AI readiness
2/14
technical checks passed. Typical for its sector: 4
Rank in its sector
104 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

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

  1. 01How does a full-service brokerage compare to an online-only trading platform for managing diverse investments?0/4
  2. 02Typical advisory and trading fees charged by US-based full-service brokerages?0/4
  3. 03Top investment banking firms that also offer financial planning for businesses and municipalities?3/4
  4. 04Best ways municipalities can use investment banking services for infrastructure financing?0/4
  5. 05What are some options for small businesses that need investment banking services without a dedicated relationship manager?0/4
  6. 06Best US-based brokerages offering both personal and business account management features?0/4
  7. 07Is using a full-service brokerage worth the higher fees for professional money managers?0/4
  8. 08How can professional money managers utilize brokerage platforms for customized portfolio strategies?0/4
  9. 09What should I do if my investment account at a full-service brokerage isn’t showing the correct balance?0/4
  10. 10Full-service investment banking vs. boutique advisory firms: which is better for corporate clients?0/4
  11. 11Are there minimum account balances required to access financial planning services at comprehensive wealth management firms?0/4
  12. 12What are the best full-service brokerages for individual investors who want comprehensive wealth management?0/4
  13. 13Do investment advisors at traditional brokerages offer better long-term returns than digital advisory services?0/4
  14. 14Alternatives to traditional full-service brokerages for investors seeking lower fees?0/4
  15. 15How can I resolve issues with accessing research reports through my wealth management account?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 Gemini actually said

An answer that names the company

Gemininamed the company

“Top investment banking firms that also offer financial planning for businesses and municipalities?”

Many top investment banking firms offer financial planning services for businesses and municipalities. These firms often provide a range of services beyond traditional investment banking, including strategic advisory, capital finance planning, debt management, and wealth management.

Here are some of the top investment banking firms that also offer financial planning for businesses and municipalities:

Stifel: Stifel is a full-service brokerage and investment banking firm that provides securities brokerage, investment banking, trading, investment advisory, and related financial service …

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
    Raymond James
    2
  2. 02
    Edward Jones
    1
  3. 03
    Morgan Stanley Wealth Management
    1

Share of mentions

CompanyShare
  1. Morgan Stanley Wealth Management
    61.1%
  2. Stifel
    16.7%
  3. Raymond James
    11.1%
  4. Edward Jones
    11.1%
  5. RBC Wealth Management (U.S.)
    0.0%
  6. Janney Montgomery Scott
    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
    investopedia.com
    24
  2. 02
    fidelity.com
    20
  3. 03
    forbes.com
    12
  4. 04
    schwab.com
    12
  5. 05
    kiplinger.com
    11
  6. 06
    nerdwallet.com
    11
  7. 07
    fool.com
    10
  8. 08
    smartasset.com
    9
  9. 09
    morganstanley.com
    9
  10. 10
    finra.org
    8

Stifel 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 Stifel 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
8

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
67

How positively AI describes the company

Site quality
67

How well built the website's own pages are

AI readiness
14

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
28
Ranks 104 of 238. Typical company: 28
Named in answers
5.0%
Ranks 58 of 238. Typical company: 0.8%
AI readiness
14
Ranks 204 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
28
Ranks 14 of 20. Typical company: 36
Named in answers
5.0%
Ranks 14 of 20. Typical company: 10.0%
AI readiness
14
Ranks 15 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 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Can an AI agent check out here?

Not by itself. Stifel 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
41 of 100
  • robots.txtPassed

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

    study: 86.1%
  • SitemapNot 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
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 16 of 100 · 97% of checks could run · checked on October 5, 2026 · www.stifel.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

2 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%
  • 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 28 of 100 badge for Stifel

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/stifel.com"><img src="https://aeo-audit.rezolve.com/finance/badges/stifel.com.svg" alt="Overall score 28 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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