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

W.H. Financial Services

whfinancial.com

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.
2,144 of 2,219
its rank by overall score
Place in its category
21st of 22 wealth managers
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for W.H. Financial Services

AI assistants do not name this wealth manager in any of the 60 answers. Its overall score is 22 out of 100, ranking 2,144th of 2,219 companies. The website passes 3 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned W.H. Financial Services by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 120th of 238 in its sector. The typical investing and wealth company is named in 0.8% 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
22Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality60
  • AI readiness21
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
no answer named it or its 5 peers
AI readiness
3/14
technical checks passed. Typical for its sector: 4
Rank in its sector
220 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

W.H. Financial Services came up on 0 of 15 questions. Open any window to read that answer.

  1. 01How do mortgage rates through a broker compare to going directly to a bank?0/4
  2. 02What should I do if my mortgage application gets denied because of income documentation?0/4
  3. 03How can veterans take advantage of special loan programs when buying a home?0/4
  4. 04How can I get a mortgage in California with high debts and recent credit issues?0/4
  5. 05Are investment property loans through brokers harder to qualify for than standard home loans?0/4
  6. 06What non-traditional loan programs are available for self-employed homebuyers?0/4
  7. 07Mortgage broker vs direct lender: which is better for buyers with non-traditional income?0/4
  8. 08What are the best mortgage brokers for first-time homebuyers in California?0/4
  9. 09What's the process for securing a mortgage as an investor with multiple properties?0/4
  10. 10What are typical broker fees for arranging a home loan in California?0/4
  11. 11What are alternatives to using a mortgage broker for people with complex finances?0/4
  12. 12How do I find a mortgage broker who works with self-employed borrowers in the U.S.?0/4
  13. 13What are the options for tapping home equity without refinancing your first mortgage?0/4
  14. 14Is it worth using a mortgage broker if I have less-than-perfect credit?0/4
  15. 15Fixed-rate vs adjustable-rate mortgages: which loan type works best for California homeowners?0/4
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.

PayeesSection 02

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. W.H. Financial Services
    0.0%
  2. American Pacific Mortgage
    0.0%
  3. Golden Empire Mortgage (GEM Mortgage)
    0.0%
  4. Guaranteed Rate
    0.0%
  5. Loan Depot
    0.0%
  6. New American Funding
    0.0%
ReferrersSection 03

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    homeplusmortgage.com
    8
  2. 02
    chase.com
    6
  3. 03
    consumerfinance.gov
    6
  4. 04
    nerdwallet.com
    5
  5. 05
    experian.com
    5
  6. 06
    finance.yahoo.com
    5
  7. 07
    cnbc.com
    5
  8. 08
    rocketmortgage.com
    4
  9. 09
    habito.com
    4
  10. 10
    calhfa.ca.gov
    4

W.H. Financial Services is in the study as a wealth manager.

By assistantSection 04

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 05

How W.H. Financial Services 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
60

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 06

Compared with investing and wealth companies

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

Overall score
22
Ranks 220 of 238. Typical company: 28
Named in answers
0.0%
Ranks 120 of 238. Typical company: 0.8%
AI readiness
21
Ranks 140 of 238. Typical company: 29
Against its categorySection 07

Compared with wealth managers

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

Overall score
22
Ranks 21 of 22. Typical company: 35
Named in answers
0.0%
Ranks 17 of 22. Typical company: 3.3%
AI readiness
21
Ranks 10 of 22. Typical company: 21
AI agentsSection 08

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. W.H. Financial Services publishes a UCP profile with checkout, but the profile lists no way to pay. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPCould not check
  • AP2Not present
  • ACPCould not check
  • UCPPublished
Interfaces for AI agents
  • MCP Server CardCould not check
  • A2A Agent CardCould not check
  • Agent SkillsCould not check
  • API CatalogCould not check
  • llms.txtNot present
  • WebMCPCould not check

The website runs on Wix.

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 AuthCould not check

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
  • API CatalogCould not check

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryCould not check

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceCould not check

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdCould not check

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardCould not check

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardCould not check

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsCould not check

    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 manifestCould not check

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 25 of 100 · 63% of checks could run · checked on October 9, 2026 · www.whfinancial.com · 2,200 companies scanned

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

AI readinessSection 09

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%
  • PassedHTTP 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 10

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.

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End of statement
All 2,219 companiesHow we measured this
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