Can ChatGPT find your firm?
Your next client may ask an AI tool for an advisor before they search your name. We offer a free, automated AI-search readiness check for financial advisor and RIA websites. It shows what a prospect or AI tool can readily learn about your firm online, and what you can improve.
This is often called Answer Engine Optimization (AEO) or Generative Engine Optimization (GEO): making your firm's public information clear enough for answer engines and AI assistants to find and explain. Our check looks at the signals behind that visibility, not a guaranteed placement.
What we'll check:
- Whether your website clearly says who you serve, where you work, and what you do
- Whether key pages and public signals are accessible and consistent
- Structured data and AI-crawler guidance (llms.txt, llms-full.txt)
- Your website platform and a few practical next steps
You'll get a short, plain-English report: what we found, what we couldn't verify, and the first fixes we'd make. Automated review - not a guaranteed ChatGPT ranking.
Request your free check. It takes 30 seconds, and there is no payment or login.
Frequently asked questions
What is this check, and what do I get?
We review your firm's public site and selected search and AI-answer results, then email a short, dated report with what we observed, what we could not verify, and useful next steps. The report is an automated snapshot, not a promise of placement or leads.
What do AEO and GEO mean for an RIA?
Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO) describe work that makes public information easier for answer engines and AI assistants to understand and cite. For an advisor, that starts with a clear description of who you serve, the problems you help solve, where you work, and consistent third-party facts. No one can guarantee an AI assistant will recommend a firm.
Will you need access to my accounts or client data?
No. The check uses public information. Please do not put client details, credentials, or financial information in the form.
What happens after I submit?
We use your contact details and site URL to run the check and send the report to the work email you provide. We do not add you to a newsletter merely for submitting. You can choose whether to book a call after reading it; there is no payment or login for the check.