Free for wealth managers and RIAs

Is your firm in the AI answer?

I’ll test 10 questions your ideal clients actually ask across ChatGPT, Perplexity, Gemini and Google AI Overviews, and show you where your firm appears, and who appears instead.

What you get

A one-page visibility grid: 10 client questions × 4 AI engines
The 3 competitors AI mentions most in your market
The 3 fixes that would move you fastest
A 15-minute walkthrough call, in US hours

Get your free Snapshot

Free. Delivered within 5 business days. Nothing is published or shared.

About the Snapshot

Who is it for?

Independent RIAs, fee-only fiduciaries, multi-family offices and wealth managers in the US who want to know how they show up when prospects use AI to research advisors.

Is it really free?

Yes. It’s a fixed, one-page check. If you want to go further, we can talk about a full audit, but there’s no obligation.

Do you need access to our website or accounts?

No. The Snapshot only uses public AI tools and search results. Nothing is changed on your site.

Can our compliance team see it?

Of course. It’s a factual summary of what public AI tools say about your firm, with no claims or recommendations about investments.

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