Every day, AI hands clients a shortlist of three to five advisors. If you are not on it, those prospects go to someone who is.
Illustrative read for a sample firm. Your live check uses your real firm, city, and the prompts your prospects type.
Advisors buy the outcome but trust the evidence. Every scan produces a report your firm can act on and your compliance reviewer can read.
Illustrative. Your report uses your real firm, city, and prompts.
It is a live dashboard, not a one-off PDF, re-run it any time and watch the score move.
Niche is the new locality: a third of affluent prospects will meet virtually, so you also compete with the specialist for physicians or tech equity comp anywhere.
A measurement process, run the same way every time, so the result is repeatable and defensible.
We build the location- and niche-specific questions your prospects actually type, like "fee-only advisor for physicians near me."
Each prompt runs across ChatGPT, Gemini, Perplexity and Claude, the way a real prospect would ask.
We record exactly what each engine answered, word for word, with the sources it cited.
We extract every advisory firm named in each answer, including yours and the firm across town.
We score how often you are named, where you place, and which competitors are taking your slot.
We produce prioritized Actions and flag anything the SEC Marketing Rule or your state adviser rules touch for your review.
Most tools hand an advisory firm a dashboard and leave. Sophia turns it into a plan. She reads where ChatGPT, Gemini, Perplexity, and Claude name your firm, your GEO Score, and which advisors get cited instead, then says it in plain English: why the advisor across town is cited despite a thinner website, why AI does not name you unaided even when your reputation is strong, and the one move that changes it this week. The SEC Marketing Rule and your state adviser rules flagged for your review before anything goes live.
See where the four engines cite you, unaided. Your real GEO Score, not a modeled guess.
Sophia explains why, grounded in your actual scan.
She names the pages and answers to publish that earn citations.
And which advisor directories, financial publications, and podcasts build the third-party authority AI trusts.
Re-scan and watch your citation share move.
Sophia diagnoses and writes the plan. You run the plays. Auto-publishing is on the roadmap.
Generic visibility tools do not understand adviser advertising rules. Findabl surfaces the rules that apply and flags anything sensitive for your compliance review. It never writes, generates, or solicits testimonials or reviews.
Adviser advertising must be fair and balanced and not misleading. Testimonials, endorsements, and third-party ratings are allowed only with clear and prominent disclosures. Findabl flags content that may trigger those requirements.
State-registered advisers follow their state rules (NASAA model), and some are stricter than the federal Marketing Rule on testimonials and past performance. Findabl surfaces the rules for the states you are registered in.
Net performance, balanced presentation, and substantiation are core obligations, and projections or implied guarantees are high-risk. Findabl flags performance and claim language for your review before it goes live.
Findabl is a visibility tool, not a registered investment adviser, law firm, or compliance provider, and does not provide investment, legal, or compliance advice. Marketing-Rule guidance is informational and may not cover every rule that applies to you. Confirm against the SEC Marketing Rule, your state adviser rules, and your own compliance review (including any required CCO or principal approval) before publishing.
Yes. Findabl measures where AI engines name your firm and surfaces the Marketing Rule and state adviser rules that apply to your content, flagging anything that may need changes before you publish. Findabl does not write, generate, or solicit testimonials or reviews, and it is not investment, legal, or compliance advice. You and your CCO make the final call.
SEO gets your firm ranked on Google. AI citation gets your firm named when someone asks ChatGPT, Gemini, Perplexity, or Claude for a financial advisor. Different engines, different signals, and most advisory firms are not set up for the new one yet.
No. You run a free scan with your firm website, see where you stand across the four AI engines, and get plain-English Actions. Each step says what to do and how to confirm it worked.
A baseline of where ChatGPT, Gemini, Perplexity, and Claude name your firm versus the advisor across town and the niche specialist anywhere, plus prioritized Actions to close the gaps, with the SEC Marketing Rule and your state adviser rules flagged for your review. No long-term contract.
Start free, no signup, results in about a minute. Paid plans start at $49 a month if you want ongoing tracking. There is no agency retainer.
Free, no signup, results in about a minute. Recommendations across all four engines, with the SEC Marketing Rule and your state adviser rules flagged for review.