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

UBS

ubs.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.
745 of 2,219
its rank by overall score
Place in its category
13th of 22 wealth managers
Closing balance

Named in

3of 60 answers

by 2 of 4 assistants

Statement note

What this means for UBS

AI assistants name UBS in 5% of answers, which is more frequently than the typical company in its sector, named in 0.8% of answers. UBS has an overall score of 33 out of 100, ranking 745th of 2,219 companies. Its website passes 3 out of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned UBS 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
33Overall score
  • Visibility10
  • Citations1
  • Sentiment75
  • Site quality80
  • AI readiness21
Summary of account
Named by AI in
5.0%
3 of 60 answers
Share of mentions
23.1%
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
75 of 238
by overall score, where the typical investing and wealth company scores 28

Get the full report on UBS 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

UBS came up on 2 of 15 questions. Open any window to read that answer.

  1. 01Can wealth management services assist with multigenerational estate planning?0/4
  2. 02How can do-it-yourself investment platforms compare to full-service financial advisors for affluent investors?0/4
  3. 03How do fee-based financial advisors differ from commission-based advisors for managing large portfolios?0/4
  4. 04How can affluent families find personalized financial advisory services tailored to their goals?0/4
  5. 05What specialized services are available for institutional investors seeking strategic advice in the US?1/4
  6. 06What are the best wealth management options for high-net-worth individuals in the US?2/4
  7. 07How do financial planning fees vary for complex versus standard portfolios?0/4
  8. 08Is it worth paying for comprehensive financial planning as a high-income earner?0/4
  9. 09What should you do if your financial advisor isn’t providing proactive advice?0/4
  10. 10What are some alternatives to traditional wealth management for managing significant assets?0/4
  11. 11Are tailored investment management services necessary for affluent families?0/4
  12. 12What is the typical annual fee structure for wealth management in the US?0/4
  13. 13Wealth management vs. private banking: Which offers better solutions for institutional investors?0/4
  14. 14How can financial advisory firms help business owners preparing for succession?0/4
  15. 15How to address underperforming investment portfolios in a managed wealth strategy?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 1/15Gemini: 2/15All 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

“What are the best wealth management options for high-net-worth individuals in the US?”

… UBS Wealth Management Americas: A subsidiary of UBS, it focuses on UHNWIs in the Americas, offering a comprehensive suite of wealth management services.

HSBC Private Banking: An attractive choice for HNWIs and families with complex, international financial needs due to its global presence and expertise.

Merrill Wealth Management: Features top teams like SiRiCa Wealth Management Group and Payne & Mencias Group, which provide comprehensive wealth management strategies.

Jefferies Wealth Management: Offers uncommon investment and wealth management solutions with a …

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.

Share of mentions

CompanyShare
  1. J.P. Morgan Private Bank
    30.8%
  2. UBS
    23.1%
  3. Morgan Stanley Wealth Management
    23.1%
  4. Merrill (A Bank of America Company)
    15.4%
  5. Wells Fargo Private Bank
    7.7%
  6. Northern Trust Wealth Management
    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
    smartasset.com
    12
  2. 02
    creativeplanning.com
    10
  3. 03
    plancorp.com
    7
  4. 04
    investopedia.com
    6
  5. 05
    tdwealth.net
    6
  6. 06
    fidelity.com
    6
  7. 07
    selectadvisorsinstitute.com
    6
  8. 08
    wsj.com
    5
  9. 09
    finder.com
    5
  10. 10
    financestrategists.com
    5

UBS is in the study as a wealth manager.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
2/15
Perplexity
1/15
Claude
0/15
OpenAI
0/15
Market comparisonSection 06

How UBS 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
10

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
75

How positively AI describes the company

Site quality
80

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
33
Ranks 75 of 238. Typical company: 28
Named in answers
5.0%
Ranks 58 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
33
Ranks 13 of 22. Typical company: 35
Named in answers
5.0%
Ranks 5 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. UBS 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
  • MPPCould not check
  • 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
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 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 36 of 100 · 97% of checks could run · checked on October 9, 2026 · www.ubs.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%
  • 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

  • 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 UBS 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

ShareSection 12

Share this result

Overall score 33 of 100 badge for UBS

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/ubs.com"><img src="https://aeo-audit.rezolve.com/finance/badges/ubs.com.svg" alt="Overall score 33 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
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