Founders ask AI who manages money after an exit.
Is your firm on the list?
A founder with a liquidity event and no adviser asks ChatGPT, Gemini, and Perplexity who to talk to first. Citably shows wealth managers which firms those engines name, then deploys the fix from the same dashboard.
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See exactly which wealth managers AI recommends
Real adviser selection prompts from founders and families, scored across ChatGPT, Gemini, and Perplexity.
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Real wealth management scan data from Citably. A scan of your firm will look different.
The AEO problem facing wealth managers
Post exit founders start with AI, not a referral
A founder who has just sold has no adviser and often no network of them, so the first move is asking ChatGPT who handles wealth after an exit. Wealth managers absent from that answer never enter the conversation, and Citably shows which firms were named and why.
Wealth management sites say nothing an engine can quote
Most wealth managers publish philosophy and credentials but never who they actually serve, minimums, or whether they handle concentrated stock. AI engines cannot match a founder to a firm on that, so they name the wealth managers who spelled it out.
The first adviser named usually wins the relationship
Wealth management is a single decision that lasts decades, and founders rarely run a broad search. Being the wealth manager AI names first is close to winning the mandate, and Citably tracks who holds that position week over week.
Similar to AEO for investment firms, AEO for venture capital, AEO for hedge funds, AEO for private banking and AEO for family offices, the same free scan shows exactly where AI engines skip wealth managers.
Wealth managers winning AI answers with Citably
“Post exit founders are exactly who we serve, and AI named three other firms. Citably showed us what was missing, and we now appear in six of ten founder adviser prompts.”
“Publishing who we serve, our minimums, and our concentrated stock experience, as Citably specified, got us quoted within a month. The enquiries arrive far better qualified.”
“Citably showed founder community threads were shaping who AI recommends. That is not somewhere our marketing had ever looked.”
How Citably gets wealth managers recommended by AI engines
Three steps, run by Citably for wealth managers.
Scan your wealth management firm
Enter your firm URL and Citably runs the real prompts founders and families ask, such as which wealth managers serve founders after an exit, across ChatGPT, Gemini, and Perplexity.
See the adviser answer gaps
The Citably dashboard shows every wealth management prompt where your firm is missing, which adviser AI names instead, and whether the answer came from a founder thread, a register, or an editorial ranking.
Deploy and win wealth management citations
Citably deploys citable assets built for wealth managers, including client fit finders and service explainers, drafted for your compliance team to approve before anything publishes.
Watch wealth management answers flip in 30 days
The same adviser selection prompts, before and after deploying Citably assets.
Citable assets built for wealth managers
Templates Citably deploys for wealth managers, drafted for review before publishing.
Client Fit Finder
Prospects answer a few questions about their liquidity event and goals, then see whether your firm fits. AI engines cite structured fit criteria when founders ask which wealth managers serve people like them.
Post Exit Planning Explainer
A clear page on how you handle a liquidity event, concentrated stock, and the first year after a sale. Structured for AI engines to quote when founders ask who to speak to after selling.
Family Office Services Grid
A grid of the services you provide in house against those you coordinate, with minimums stated plainly. Schema marked so AI engines cite your firm on family office questions.
Frequently asked questions
Citably tracks AI visibility for wealth managers across ChatGPT, Gemini, Perplexity, and Claude. Citably runs the real prompts founders and families ask when choosing an adviser, records which wealth managers each engine names, and reports the source behind every answer.
Yes. Citably breaks wealth management results down by the prompts founders actually ask, including questions about liquidity events, concentrated stock, and cross border wealth, so you can see whether your firm is named for the clients you want rather than in general.
AI engines name the wealth managers who published who they serve, their minimums, and their specialisms in a readable form. A firm whose site covers philosophy and credentials but never states its client profile gives engines nothing to match a founder against, and Citably shows which sources won the answer instead.
Wealth managers using Citably typically see their first new AI citations within 2 to 4 weeks of deploying assets, as AI engines re-crawl the registers, rankings, and founder threads they pull adviser answers from. Citably tracks won, lost, held, and new citations for your firm week over week.
AI engines are already telling founders which wealth managers to call.
Scan your wealth management firm free and see which advisers AI names today.
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