AI Readiness benchmark for Wealth Management / Investment

Across 214 audited domains we have classified as Wealth Management / Investment, the median AI Readiness score is 39 out of 100. That is level with the median for all 30,738 audited domains in the corpus.

How the scores are distributed

Lower quartile33a quarter of the 214 score below this
Median39the midpoint of the 214
Upper quartile47a quarter score above this
050100

Half of the 214 audited Wealth Management / Investment domains score between 33 and 47. The corpus-wide interquartile range, across all 30,738 audited domains, is 32 to 45.

Which factors this industry fails most often

The rubric scores 19 factors. A factor counts as failed here when a site scores below 50 out of 100 on it. The last column is how many audits each rate was calculated from. Question Coverage & FAQ Presence and Media Accessibility are not scored on every kind of page: a rankings table or a paginated index has no question to answer and no image to caption. E-E-A-T Signals, Citation-Worthiness and Question Coverage & FAQ Presence lean on English-language patterns, so on a page written in another language they are scored out of a smaller total. Those rows therefore leave out every audit of a page the factor was not scored on the same scale, and every audit that did not record enough about the page for us to tell. Every other row counts every audit in this industry that scored the factor.

Factor Fails in Wealth Management / Investment Fails corpus-wide Difference Audits counted
E-E-A-T Signals
Authority Signals · 7% of the total score · counted only on pages in a language it measures in full
96% 89% +7 67
Structured Data Quality
On-Page Content · 4.5% of the total score
91% 96% -5 214
Citation-Worthiness
AI Readiness · 7.5% of the total score · counted only on pages in a language it measures in full
90% 94% -4 67
Unique Value Proposition
AI Readiness · 5.1% of the total score
90% 94% -4 214
Question Coverage & FAQ Presence
On-Page Content · 6.5% of the total score · counted only on pages this factor applies to, in a language it measures in full
88% 85% +3 64
Trust & Brand Signals
Authority Signals · 9% of the total score
80% 74% +6 214
External Citations & References
Authority Signals · 9% of the total score
77% 83% -6 214
Media Accessibility
On-Page Content · 1.8% of the total score · counted only on pages this factor applies to
77% 87% -10 190
Schema Markup Completeness
Technical Optimization · 1% of the total score
69% 63% +6 214
Answer Box Potential
AI Readiness · 7.2% of the total score
64% 68% -4 214
Crawlability & Accessibility
Technical Optimization · 13% of the total score
53% 46% +7 214
Content Freshness
AI Readiness · 5.7% of the total score
46% 49% -3 214
AI Discoverability
AI Readiness · 3% of the total score
43% 34% +9 214
Heading Hierarchy
On-Page Content · 2.8% of the total score
26% 28% -2 214
Raw HTML Availability
AI Readiness · 1.5% of the total score
24% 24% 0 214
Content Depth & Comprehensiveness
On-Page Content · 6.5% of the total score
18% 14% +4 214
Page Performance Indicators
Technical Optimization · 2% of the total score
18% 20% -2 214
Mobile Optimization
Technical Optimization · 4% of the total score
17% 14% +3 214
AI Readability Score
On-Page Content · 3% of the total score
6% 8% -2 204

Where Wealth Management / Investment diverges from everyone else

Relative to the whole corpus, this industry is distinctively weak on AI Discoverability (+9 points), E-E-A-T Signals (+7 points), Crawlability & Accessibility (+7 points).

It is distinctively strong on Media Accessibility (-10 points), External Citations & References (-6 points), Structured Data Quality (-5 points).

AI Discoverability: fails on 43% of the 214 Wealth Management / Investment audits it was measured on

Rescoped to on-page machine-readability signals (semantic HTML, licensing clarity). The dead ai-plugin manifest check was removed and llms.txt stays informational only, because no major engine reads it.

E-E-A-T Signals: fails on 96% of the 67 Wealth Management / Investment audits it was measured on

No study tests author bios as a causal AI-citation lever; the real authority channel is off-site brand footprint. On-page bylines and dates are kept as best-practice hygiene at reduced weight.

Crawlability & Accessibility: fails on 53% of the 214 Wealth Management / Investment audits it was measured on

The strongest technical factor: blocking a visibility crawler verifiably removes a site from that engine's answers, and OpenAI documents this directly. Scoring uses a bot-class matrix so only visibility-bot blocks count against the score; training-bot blocks are a policy choice reported neutrally.

Audited Wealth Management / Investment sites with a public report card

Each of these sites has a public AI Readiness report card from a real audit. Scores are point-in-time; the card shows what was measured and when.

Site Grade Score Audited
NerdWallet (nerdwallet.com) Grade A 68/100 20 Aug 2026
海外FXおすすめ業者ランキング比較【2026年8月最新】証券外務員一種保有者監修の人気口座13選 (sec.kazaka.jp) Grade A 66/100 20 Aug 2026
Stocktwits (stocktwits.com) Grade A 66/100 20 Aug 2026
TradingView (tradingview.com) Grade A 66/100 20 Aug 2026
Betterment (betterment.com) Grade A 64/100 20 Aug 2026
投資信託で資産運用するならニッセイアセットマネジメント (www.nam.co.jp) Grade A 64/100 16 Sep 2026
interactivebrokers.com Grade A 63/100 20 Aug 2026
三菱UFJ eスマート証券(旧社名 (kabu.com) Grade A 63/100 20 Aug 2026
Morningstar (morningstar.com) Grade A 63/100 20 Aug 2026
東京海上アセットマネジメントBack ButtonSearch IconFilter Icon (www.tokiomarineam.co.jp) Grade A 58/100 16 Sep 2026
株式会社ミドルウッド MiddleWood Hotel & Resort (middlewood.jp) Grade B 57/100 15 Sep 2026
求人広告 (naito.jp) Grade B 57/100 15 Sep 2026

Browse every audited site in the public audit archive.

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