We measure how ChatGPT, Claude, Gemini and Perplexity describe and recommend your firm, then fix it in a way that stays compliant. For RIAs, multi-family offices and independent wealth teams.
wealthy investors now use AI to find an advisor.
FMG Research, 2026of AI citations in financial services come from publishers and expert reviews, and not from firm websites.
upGrowth Fintech AI Visibility Benchmark, 2026projected change for financial institutions: human website visits fall while machine-initiated traffic rises.
Forrester Predictions 2026of wealth firms provide formal AI training. The rest are invisible to the shift.
Mercer Capital, State of Wealth Management 2026Searches have moved from "financial advisor Greenwich CT" to "best fee-only advisor for founders with a liquidity event in Connecticut." AI picks three to five firms. The rest don't exist.
We run 30 to 50 real prospect prompts across four AI engines, by your niche, geography and client type. You get a letter-grade score, the competitors that appear instead of you, what AI says about you (including the errors), and the sources it cites.
We fix what the audit found. Website restructuring for AI extraction (FAQs, specialty pages, structured data), directory and profile cleanup, and a thought-leadership and earned-media plan, since AI trusts third-party sources.
A monthly re-run of your prompt set, plus a competitor tracking report. You see exactly how the answer changes as the work lands.
All content recommendations are designed for review under the SEC Marketing Rule. No testimonials, ratings or performance claims are published without your CCO's sign-off.
The full audit: score, competitor set, error log and source map, with a prioritized fix list.
60 days of implementation across site, profiles and earned media, run against the audit's findings.
Monthly prompt re-runs and competitor tracking, so the gains hold.
Family office DNA from Citi's Global Family Office Group, investor-narrative specialists by trade, powered by GEO technology from our partner Ignite. We know how wealthy clients choose, and we know how machines read.
Five prompts run against the major AI engines, with a one-paragraph read on how they treat your firm. Delivered to your inbox.