SEO for wealth management and investing companies
For investing apps, robo-advisors, wealth managers, and platforms that serve RIAs.
A few incumbents dominate AI answers about investing
In one study, Betterment appeared in 84.2% of relevant AI answers and Fidelity and Schwab in about 74%.1 Challengers need quotable pages and a presence on the sources these answers cite.
Buyer questions we test
- Best investing app for beginners
- Best robo-advisor
- Best retirement planning tools
- [Your brand] vs Betterment
- How much should I have saved for retirement by 40
What changes for wealth and investing
Education hubs
Retirement, account type, and investing pages that answer the question in the first paragraph.
Planning calculators
Retirement, growth, and withdrawal tools built in code.
Comparisons
Fair, sourced comparisons against the incumbents AI answers favor.
Advisor content
For firms that serve RIAs, the practice and technology questions advisors search.
Yearly updates
Contribution limits and rules refreshed each year from primary sources.
Every claim arrives with its source for your reviewers
Broker-dealer communications fall under FINRA Rule 2210, and investment advisers follow the SEC Marketing Rule, which sets conditions on testimonials and performance claims. Drafts avoid promissory language and flag every performance or fee claim.
Services
AEO and GEO
Get named and cited when people ask ChatGPT, Claude, and Google's AI for a recommendation.
SEO
Technical fixes, migrations, page templates, and link building, reported in signups and customers.
Content
Explainers, comparisons, and alternatives pages, drafted with AI and checked line by line.
AI search audit
Two weeks, $2,500. Where AI answers send your buyers and the 10 fixes that matter most.
Where to go next
AEO and GEO Services
Answer engine optimization and generative engine optimization that get your company named in ChatGPT, Claude, and Google AI answers.
AI Search Visibility Audit
A two-week, $2,500 audit of where ChatGPT, Claude, and Google AI answers send your buyers, with 10 ranked fixes and a 90-day plan.
Free AI Visibility Checker
Free AI visibility checker. See how often ChatGPT and Claude name your company, your AI readiness score, and your top three fixes.
See where you stand in AI search
The visibility check is free and returns a score in about a minute. No email needed to see it.
Or write to nic@mimeticgrowth.com