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

Yodlee

yodlee.com

Banking and fintech infrastructureFinancial technology and data

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
472 of 2,219
its rank by overall score
Place in its category
64th of 315 fintech infrastructure companies
Closing balance

Named in

8of 60 answers

by 4 of 4 assistants

Statement note

What this means for Yodlee

AI assistants name this fintech infrastructure company in 13.3% of answers, which is more often than the typical company in its sector at 1.7%. Its overall score is 37 out of 100, ranking 472nd of 2,219 companies. The website passes 4 of 14 technical checks, measuring how ready it is for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned Yodlee by name. AI assistants named it in 8 of the 60 answers. Counting only how often it is named, it ranks 89th of 574 in its sector. The typical financial technology and data company is named in 1.7% of answers.

Overall score
37Overall score
  • Visibility17
  • Citations2
  • Sentiment70
  • Site quality80
  • AI readiness43
Summary of account
Named by AI in
13.3%
8 of 60 answers
Share of mentions
27.6%
of the mentions of it and its 5 peers
AI readiness
4/14
technical checks passed. Typical for its sector: 4
Rank in its sector
152 of 574
by overall score, where the typical financial technology and data company scores 29

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Line itemsSection 01

Every question, and where the company came up

Yodlee came up on 3 of 15 questions. Open any window to read that answer.

  1. 01Ways financial institutions leverage connected data to deliver smarter product recommendations0/4
  2. 02Common reasons financial data aggregation APIs fail to update client portfolios0/4
  3. 03How do pricing tiers usually work for financial analytics platforms aimed at large banks?0/4
  4. 04Why isn’t my integrated financial analytics platform pulling real-time account data?0/4
  5. 05Top-rated financial analytics solutions for banks looking to personalize customer experiences0/4
  6. 06How do financial data aggregation services compare to manual data gathering in banking operations?0/4
  7. 07What features should I look for in a financial data management and analytics platform for a midsize credit union?0/4
  8. 08Best alternative solutions for delivering personalized banking insights without a dedicated analytics platform0/4
  9. 09What are some alternatives to using a single financial data aggregation provider for analytics?2/4
  10. 10What’s the typical pricing structure for enterprise-level financial data aggregation solutions in the US?2/4
  11. 11Financial analytics platforms vs. custom-built solutions for lenders—pros and cons0/4
  12. 12What should wealth management clinics consider before investing in connected financial analytics tools?0/4
  13. 13Is a financial data aggregation platform worth it for a growing regional bank?0/4
  14. 14How can lenders use financial data aggregation to streamline the loan approval process?0/4
  15. 15What are the best platforms for financial data aggregation for wealth management firms?4/4
Total namedOpenAI: 2/15Claude: 2/15Perplexity: 2/15Gemini: 2/15All assistants: 8/60
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 OpenAI actually said

An answer that names the company

OpenAInamed the company

“What are the best platforms for financial data aggregation for wealth management firms?”

Short answer

For wealth-management firms the most widely used, well-rounded financial-data aggregation providers are: Morningstar ByAllAccounts, Envestnet · Yodlee, Plaid (including its Quovo investment-capability lineage), MX, and specialist wealth platforms that bundle aggregation+analytics such as Addepar and Orion. Each has different strengths (investment/tax-lot accuracy, advisor-centric integrations, enterprise SLAs, international coverage). (morningstar.com)

How to read this list (short guidance)

“Aggregator” vs “custo …

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
    Plaid
    7
  2. 02
    MX
    6
  3. 03
    Flinks
    1

Share of mentions

CompanyShare
  1. Yodlee
    27.6%
  2. Plaid
    20.7%
  3. MX
    20.7%
  4. Envestnet | Data & Analytics (formerly Yodlee competitor, Quovo)
    20.7%
  5. Flinks
    6.9%
  6. Finicity (a Mastercard company)
    3.4%
ReferrersSection 04

Websites the AI used as sources

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

  1. 01
    lendflow.com
    8
  2. 02
    mastercard.com
    6
  3. 03
    meniga.com
    5
  4. 04
    dashdevs.com
    5
  5. 05
    yodlee.com (its own website)
    5
  6. 06
    flanks.io
    5
  7. 07
    morningstar.com
    4
  8. 08
    worldmetrics.org
    4
  9. 09
    openbankingtracker.com
    4
  10. 10
    backbase.com
    4

Yodlee is in the study as a fintech infrastructure company.

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
2/15
Market comparisonSection 06

How Yodlee 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
17

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
70

How positively AI describes the company

Site quality
80

How well built the website's own pages are

AI readiness
43

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 financial technology and data companies

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

Overall score
37
Ranks 152 of 574. Typical company: 29
Named in answers
13.3%
Ranks 89 of 574. Typical company: 1.7%
AI readiness
43
Ranks 29 of 574. Typical company: 29
Against its categorySection 08

Compared with fintech infrastructure companies

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

Overall score
37
Ranks 63 of 315. Typical company: 28
Named in answers
13.3%
Ranks 34 of 315. Typical company: 1.7%
AI readiness
43
Ranks 17 of 315. 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 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. Yodlee 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 · www.yodlee.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

4 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%
  • 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 37 of 100 badge for Yodlee

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/yodlee.com"><img src="https://aeo-audit.rezolve.com/finance/badges/yodlee.com.svg" alt="Overall score 37 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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