AI and search visibility, tuned to your category.
GEO for advisors, wealth, and fintech - win the regulated AI moment.
Prospective clients ask ChatGPT 'best fee-only advisor near me' or 'top wealth manager for tech founders' before scheduling. We make sure AI names your firm - with the right credentials, minimums, and specialties.
What your buyers actually ask AI.
What is going wrong right now
Prospects vet you through a model first
High-value clients ask AI to pre-screen advisors. The screening happens before any form is submitted.
Credentials are not structured
CFP, CFA, fiduciary status, and registrations sit in prose that models cannot convert into trust signals.
Minimums and specialties are unclear
Models avoid recommending firms whose fit criteria they cannot state confidently.
Compliance caution has left the profile empty
A thin, ultra-conservative web presence reads to a model as an unknown firm.
What you get
Advisor + firm entity map
FinancialService + Person schema for every advisor, credential (CFP, CFA), and specialty.
SEC/FINRA-safe posture
Every claim is compliance-reviewed. No performance guarantees, no forbidden testimonials.
Client-persona coverage
Retrieval-optimized content for 'advisor for [tech founders / physicians / retirees]' prompts.
ADV + disclosure structuring
Form ADV data structured so AI models cite fees, minimums, and AUM accurately.
Credential authority
CFP Board, CFA Institute, and NAPFA listings tuned as authoritative entity signals.
Persona-level tracking
Share of voice per prospect persona, per specialty, per month across every major AI model.
How it works step by step.
Prospect-prompt audit
Probe 25+ AI models with the specialty, minimum-asset, and geography prompts your prospects use.
Advisor + firm schema
FinancialService, Person, and Credential schema tuned for LLM retrieval.
Editorial + directory citations
Placements in NAPFA, WealthTender, Bankrate, and financial-publisher sources AI cites.
Monthly re-scoring
Screenshots showing your firm named in AI responses to real prospect prompts.
What changes for you
- Your firm is named for the client profiles you actually serve.
- Fiduciary status, registrations, and credentials are machine-verifiable.
- Fit criteria are explicit, so unqualified enquiries drop.
- Compliance posture stays intact while visibility improves.
Frequently asked questions
Is GEO compliant with SEC and FINRA advertising rules?+
Yes. Every claim is factual, disclosed, and framed within SEC IA rule 206(4)-1 and FINRA Rule 2210. Testimonials follow the modern framework with proper disclosures.
Do you cover RIAs, broker-dealers, or both?+
Both. Each entity type is modeled with the correct regulatory posture and disclosure framework.
How do you handle fee and performance data?+
Only verifiable, disclosed data structured so AI models cite fees and minimums accurately. No performance projections.
Can this help with retirement planning or estate specialties?+
Yes - these high-consideration specialties see the largest AI lift because prospects research heavily before booking.
How long until AI models name us?+
First citations in 30–60 days. Compounding lift across months 2–4.
Ready to get recommended by AI?
Allocation is capped. Apply now to see if your business qualifies.