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

Uptiq

uptiq.ai

Wealth managers and financial advisersInvesting and wealth

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
589 of 2,219
its rank by overall score
Place in its category
9th of 22 wealth managers
Closing balance

Named in

3of 60 answers

by 3 of 4 assistants

Statement note

What this means for Uptiq

AI assistants name this wealth manager in 5% of answers, which is higher than the typical company in its sector at 0.8%. Its overall score is 36 out of 100, ranking 589th of 2,219 overall and 51st of 238 in its sector. The website passes 5 of 14 technical checks for AI tool compatibility.

We asked 15 unbranded questions about its market, so no question mentioned Uptiq 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
36Overall score
  • Visibility9
  • Citations2
  • Sentiment90
  • Site quality73
  • AI readiness36
Summary of account
Named by AI in
5.0%
3 of 60 answers
Share of mentions
21.4%
of the mentions of it and its 5 peers
AI readiness
5/14
technical checks passed. Typical for its sector: 4
Rank in its sector
51 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

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

  1. 01What are the best AI platforms for streamlining underwriting in financial institutions?2/4
  2. 02AI-driven underwriting vs traditional underwriting—what are the key differences for banks?0/4
  3. 03Common issues when integrating AI platforms with existing banking systems and how to solve them?0/4
  4. 04How do financial services AI platforms differ from generic AI solutions?0/4
  5. 05Manual vs AI-assisted risk assessment: what other solutions should banks consider?0/4
  6. 06Typical costs associated with deploying a financial services AI platform in a mid-sized bank?0/4
  7. 07Is investing in an AI platform for operations and risk management worth it for wealth management firms?0/4
  8. 08Are AI agents for banking usually a one-time investment or ongoing subscription?0/4
  9. 09Most effective AI tools for improving member service in credit unions?1/4
  10. 10How can AI platforms enhance onboarding and origination processes in non-bank lenders?0/4
  11. 11Why might an AI solution for credit unions fail to deliver expected results?0/4
  12. 12What alternatives exist to specialized AI platforms for automating financial operations?0/4
  13. 13Top AI agent features financial institutions should look for when evaluating new platforms?0/4
  14. 14What should financial institutions consider before adopting AI agents for customer service?0/4
  15. 15Use cases for AI document processing in equipment finance companies?0/4
Total namedOpenAI: 1/15Claude: 1/15Perplexity: 1/15Gemini: 0/15All 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 Perplexity actually said

An answer that names the company

Perplexitynamed the company

“What are the best AI platforms for streamlining underwriting in financial institutions?”

… Uptiq · Commercial and private-credit lenders · Combines intake, financial spreading, source-cited credit memos, and monitoring in one workflow

TurnKey Lender · Institutions seeking broad lending automation · End-to-end loan origination and automated underwriting

Upstart · Consumer lenders · AI-based consumer-credit risk assessment and loan decisioning

Blooma · Commercial real-estate lending · Commercial-loan underwriting and analysis workflows

Best choices by use case

Best for explainable consumer underwriting: Zest AI—especia …

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
    Zest AI
    7
  2. 02
    nCino
    3
  3. 03
    Blend
    2
  4. 04
    Kasisto
    1

Share of mentions

CompanyShare
  1. Zest AI
    42.9%
  2. Uptiq
    21.4%
  3. nCino
    21.4%
  4. Kasisto
    7.1%
  5. Blend
    7.1%
  6. DataVisor
    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
    uptiq.ai (its own website)
    6
  2. 02
    fin.ai
    6
  3. 03
    aloan.ai
    5
  4. 04
    mckinsey.com
    5
  5. 05
    tredence.com
    4
  6. 06
    jinba.io
    4
  7. 07
    multimodal.dev
    4
  8. 08
    neurons-lab.com
    4
  9. 09
    linkedin.com
    4
  10. 10
    chatfin.ai
    4

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

How Uptiq 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
9

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

Citations
2

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

Sentiment
90

How positively AI describes the company

Site quality
73

How well built the website's own pages are

AI readiness
36

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
36
Ranks 51 of 238. Typical company: 28
Named in answers
5.0%
Ranks 58 of 238. Typical company: 0.8%
AI readiness
36
Ranks 15 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
36
Ranks 9 of 22. Typical company: 35
Named in answers
5.0%
Ranks 5 of 22. Typical company: 3.3%
AI readiness
36
Ranks 1 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. Uptiq 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
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.uptiq.ai · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

5 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%
  • PassedHTTP 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

  • 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 36 of 100 badge for Uptiq

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/uptiq.ai"><img src="https://aeo-audit.rezolve.com/finance/badges/uptiq.ai.svg" alt="Overall score 36 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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