Resources
All resources →How AI assistants pick the three or four names they give buyers, and what you can do about it.
Start here →Three names, one shift. What each covers and what to do first.
The numbers behind the shift, each with its source.
Tell us about you, book a call, see what AI says.
Score any page out of 14 and see what to fix first.
Ten questions, five minutes, no email. Your three biggest gaps.
Your first 15 fact lines, with owners and review dates.
AEO for wealth management means getting your firm named, and described correctly, when investors ask AI to compare advisers, platforms or private banks. AI weighs credentials, regulation and plain explanations of fees and approach, so firms that publish those clearly are the ones it recommends.
Prompt
Which wealth managers suit someone investing for retirement?
AI answer
Illustrative example · fictional brands
Platform comparisons are high-intent.
Model choice: explanation wins trust.
Fee transparency decides consideration.
Licensing checks come before any meeting.
Educational questions lead to recommendations.
Segment questions are specific and winnable.
AI can't recommend what isn't described.
Competitors who publish them get named.
AI repeats what you no longer offer.
A compliance risk and a trust problem.
AEO for wealth management means getting your firm named, and described correctly, when investors ask AI to compare advisers, platforms or private banks.
SEO earns a place in search results. AEO earns a place in the answer AI gives, which usually names only three or four options. Both matter; AEO measures whether you're named, how you're described and who is recommended instead.
Answer Share is the share of AI answers to your buyers' real questions that name you, shown with its range. We test the same question set across ChatGPT, Gemini, Claude and Perplexity.
Any. We test the questions your customers ask in the markets and languages you sell to, wherever they are.
Book an AI readout: we ask ChatGPT, Gemini, Claude and Perplexity the questions your buyers ask and walk you through what they say, live on a 30-minute call.
