Investors ask AI which investment firm to trust.
Is your firm named?
ChatGPT, Gemini, and Perplexity now answer the questions investors ask before choosing where to put their money. Citably shows investment firms which firms those engines name, then deploys the fix from the same dashboard.
Rated 4.9 by 200+ brands
Free scan. No credit card. Results in 60 seconds.
See exactly which investment firms AI recommends
Real selection prompts from investors, scored across ChatGPT, Gemini, and Perplexity.
Last scan · 2h ago
Real investment scan data from Citably. A scan of your firm will look different.
The AEO problem facing investment firms
Investment search rankings do not reach AI answers
When an investor asks ChatGPT which wealth management firm is best, ChatGPT does not check your search ranking. It pulls from adviser registries, editorial rankings, and Reddit threads, then names two or three firms. Citably shows investment firms which sources those answers came from.
Most investment firms are absent from AI answers
Most investment firms have no presence in AI responses about fees, performance, or suitability. The firms that get named absorb the enquiries, and an investment firm missing from that answer is never shortlisted.
The investment citation gap compounds monthly
AI search adoption grows every quarter, and each month an investment firm stays uncited, competing firms build deeper citation networks in the sources AI engines trust. Citably tracks that movement for investment firms week over week.
Similar to AEO for venture capital, AEO for wealth managers, AEO for hedge funds, AEO for private equity and AEO for family offices, the same free scan shows exactly where AI engines skip investment firms.
Investment firms winning AI answers with Citably
“Our firm had zero AI visibility for wealth management questions. Within three weeks of deploying Citably tools, ChatGPT named us for six of ten investor prompts.”
“The fee comparison we deployed through Citably got cited in AI answers about management costs within a month. Investors now arrive already understanding our pricing.”
“Citably showed us the investment prompts where AI recommended other firms instead of ours. Fixing those gaps cost less than one adviser conference.”
How Citably gets investment firms recommended by AI engines
Three steps, run by Citably for investment firms.
Scan your investment firm
Enter your firm URL and Citably runs real investor prompts, such as which wealth management firm is best for high net worth clients, across ChatGPT, Gemini, and Perplexity.
See the investment answer gaps
The Citably dashboard shows every investment prompt where your firm is missing, which competing firm AI names instead, and the exact source each answer cited.
Deploy and win investment citations
Citably deploys citable assets built for investment firms, including fee comparisons and portfolio finders, drafted for your compliance team to approve before anything publishes.
Watch investment AI answers flip in 30 days
The same investor selection prompts, before and after deploying Citably assets.
Citable assets built for investment firms
Templates Citably deploys for investment firms, drafted for review before publishing.
Fee and Performance Comparison
A clear comparison of your management fees and reported performance against the investment firms clients weigh. AI engines cite structured fee data when investors ask which firm costs less.
Portfolio Fit Finder
Investors answer a few questions and see which of your strategies suits their goals and risk profile. Structured for AI engines to quote when investors ask which firm fits their needs.
Track Record Explainer
A page setting out your mandates, tenure, and reporting standards in a format AI can parse. Schema marked so AI engines cite your investment firm for credibility questions.
Would rather it was run for you? Managed AEO for Investments is the managed program, where Citably audits, produces, and deploys every asset for your investment firm and reports the citations it earns.
Frequently asked questions
Citably tracks AI visibility for investment firms across ChatGPT, Gemini, Perplexity, and Claude. Citably runs the real selection prompts investors ask before choosing a firm, records which investment firms each engine names, and reports the source behind every answer.
Investment firms using Citably typically see their first new AI citations within 2 to 4 weeks of deploying assets, as AI engines re-crawl the sources they pull investment answers from. Citably tracks won, lost, held, and new citations for your firm week over week.
Citably deploys citable assets for investment firms directly to your site, and every asset ships as a draft first so your compliance team approves it before it goes live. Investment firms connect WordPress directly, and Citably generates copy and download output for every other platform.
Citably runs on one token wallet for investment firms: scans, AEO articles, and interactive assets each draw from the same monthly balance, so an investment team pays for the output it deploys rather than per seat. Full token costs are listed on the Citably pricing page.
AI engines are already naming investment firms to your clients.
Scan your investment firm free and see which firms AI recommends today.
Rated 4.9 by 200+ brands
Free scan. No credit card. Results in 60 seconds.