Rezolve AI (RZLV) Investor Day 2026 summary

Strategy and growth

• Three growth engines: direct enterprise sales, partner distribution and licensing commerce infrastructure, data, intelligence and payment rails to platforms, banks and payment networks.

• Five priorities: expand enterprise commerce, capture payment economics, commercialize infrastructure, scale through major partners and improve margins through integration and recurring revenue.

• More than 1,000 merchants by June 2026; focus shifting from initial deployment to full production and product-suite expansion.

• Distribution partners include Microsoft, Google, Tata Consultancy Services, Tech Mahindra and Mastercard; partner-led implementation is expected to lower service costs, with delivery transition to TCS and Tech Mahindra underway.

• Acquisitions remain a growth route alongside organic sales and partnerships; future deals are to be more selective as acquired operations are consolidated.

Platform and products

• Full agentic-commerce stack combines trusted catalog data, live pricing and availability, agent-ready APIs, brainpowa models, Rezolve Commerce, agentic checkout, Rezolve Pay and Rezolve Reward.

• Rezolve Commerce links discovery, conversation, recommendations, merchandising, loyalty, checkout and payment on one layer designed to integrate without replacing existing systems.

• brainpowa supports contextual search, ranking, recommendations and other commerce tasks; TraceWare tracks agent workflows, while Provenance and Auditable AI add watermarking, hallucination and model-drift monitoring.

• Rezolve Pay is designed for rail-agnostic checkout, tokenized payment details, lower-cost routing and rewards; management says it can reduce merchant transaction fees of 2%-3%.

• Rezolve Reward operates in 15 markets, reaches 40m+ consumers and works with 30+ financial institution and payment partners; Rezolve Insights is being developed as recurring data-as-a-service revenue.

Market opportunity and AI visibility

• Agentic commerce is projected at $3T-$5T by 2030; Bain forecast 15%-25% of e-commerce passing through agents by 2030, including $300B-$500B in US spending.

• AI-referred US retail site traffic grew 138% YoY in Q3 2026; 37% of consumers use AI for shopping inspiration, and AI-referred shoppers have a 60% higher conversion rate.

• The optimization platform spans traditional SEO, AI answer-engine visibility and agent-ready contextual product intelligence; AI cannot read 24%-41% of retail site content across listed sub-industries.

• A study of OpenAI, Claude, Perplexity and Gemini responses to questions about 2,047 US companies found one in four was never named, including nearly one in five S&P 500 members.

• 97 of the 100 largest US retailers publish no way for AI agents to check out, 13 turned automated visitors away, and official websites accounted for 1.5% of sources cited by AI assistants.