SEO & AI search for wealth managers and RIAs
Be the firm AI recommends.
Your next $2M client will check you on Google and ask ChatGPT about you before they call. I help independent RIAs and wealth managers show up, look credible and turn that search into booked meetings.
18+ years in SEO · Working with US wealth firms in Seattle, Connecticut and Boston
A prospect asks an AI assistant
“Best fee-only fiduciary advisor in Seattle for a tech executive with concentrated stock?”
The answer names three firms:
1. Your firm
✓ Recommended and cited
2. Competitor A
Cited
3. Competitor B
Cited
Illustration. Your free Snapshot shows the real answer across ChatGPT, Perplexity, Gemini and Google AI Overviews.
80%
growth in organic traffic
35%
lower client acquisition cost
Page 1
for priority searches
AI Overview
placement on Google
Seattle wealth manager · Read the case study →
Referrals still bring you clients. Search decides whether they call.
A referral gives a prospect your name. Then they Google you, read your reviews, compare you in ChatGPT and search for advisors who specialise in someone like them. If another firm looks sharper at any of those steps, the referral goes elsewhere, and you never hear about it.
Google search
"fee-only fiduciary advisor Greenwich"
Directories and national brands often outrank the firm that actually fits.
Google Maps
"wealth manager near me"
Three firms make the map pack. Most never claimed the basics.
AI answers
"Best wealth manager in Seattle for a tech executive"
AI names two or three firms. Is yours one?
What I do
Built only for wealth management firms
AI Search & SEO
Rank for the searches your ideal clients type, and get cited in ChatGPT, Perplexity and AI Overviews.
Local SEO for RIAs
Own the map pack in your city with a complete, compliant Google Business Profile and city pages.
Merger & Rebrand Migration
Combine websites after a deal without losing the rankings both firms spent years earning.
Search Growth Program
Ongoing execution and reporting tied to qualified enquiries, not vanity traffic.
How it works
From a free check to a growth plan
01
Snapshot (free)
I test 10 questions your ideal clients ask across ChatGPT, Perplexity, Gemini and Google AI Overviews. You see where you appear and who appears instead.
02
Audit and roadmap
A full technical, local, content and authority review against three named competitors, with a 90-day plan.
03
Grow
I execute the plan with your team and report on what matters: qualified enquiries and cost per client.
Explainer videos
Watch: the 60-second version
Short videos on the three problems wealth firms ask me about most. Each one is under a minute and makes sense with the sound off.
Built for regulated firms
Compliance-friendly by design.
I’ve worked inside review cycles. Content is educational and answer-first, with no performance claims, and every draft is built to be reviewed by your CCO before anything goes live. Google treats financial content as “Your Money or Your Life” and holds it to a higher standard; so do I.
Hi, I'm Sereen.
I’ve spent 18+ years in SEO and digital growth, with deep experience in banking, financial services and insurance, including work with BNY and BFSI clients across the US, UK, APAC and the GCC. Today I focus on one sector: wealth management.
I work remotely with US firms, with calls scheduled in your time zone. Senior and hands-on, with no account managers in between.
Insights for wealth firm leaders
Questions firms ask
Do referral-based firms really need SEO?
Yes, because referrals now research you online before they call. SEO protects the referrals you already earn, as well as bringing new ones.
What is GEO or AEO?
Generative and Answer Engine Optimization: making your firm easy for AI tools like ChatGPT and Perplexity to understand, trust and recommend.
Will this work with our compliance process?
Yes. Content is educational, avoids performance claims and testimonials unless your CCO approves them, and goes through your review before publishing.
How long until we see results?
Technical and Google Business Profile fixes often show movement in 4–8 weeks. Competitive rankings and AI citations usually build over 3–6 months.
You're based in India. How does that work for a US firm?
I keep US-friendly hours for calls, work in your tools (Google Workspace, Teams, Slack, ClickUp) and have delivered for US wealth firms on both coasts.
What does the free Snapshot include?
A one-page grid of 10 client-style questions across 4 AI engines, showing where you appear, plus a 15-minute walkthrough. No obligation.
Is your firm in the AI answer?
Find out in a week. Free, no obligation.