Be the Wealth Manager Every AI Engine
Recommends

68%

Of Google searches now end without a click

4.4x

AI referral traffic converts vs organic

+7.6pts

Rise in zero-click search since 2024

4

AI engines tracked: ChatGPT, Gemini, Perplexity, Claude

We crawl your entire web presence. Every page, every schema gap, every missed citation opportunity. Your crawler access, schema markup, content structure, data density, freshness signals, and llms.txt configuration are all diagnosed. The result is a prioritized action plan that tells us exactly where to focus first.

Your site needs to speak the language AI engines understand. We deploy and maintain your llms.txt file so AI crawlers can read your brand data cleanly. We build dynamic schema markup and Knowledge Graph entries so engines recognize your company as an entity, not just a collection of pages.

# Citably, AI access policy User-Agent: * Allow: / Sitemap: /sitemap.xml Entity: Organization Contact: /contact/

AI engines cite content that answers specific questions with original data, clear structure, and real depth. We produce high-intent AEO assets every month optimized for the exact prompts your buyers are asking. New content and legacy content updated for citation freshness. Every piece is built to answer a question AI is actively looking for, tied directly to your product.

Most institutional firms already publish years of content, and some of it is actively working against AI visibility rather than for it. We audit your existing pages for citation performance, restructure or refresh what is underperforming, and flag anything actively harming your visibility for retirement or consolidation. Your published history becomes an asset instead of dead weight.

The differentiator most companies miss. AI engines summarize text content and move on. But they cannot summarize an interactive tool. Calculators, comparison widgets, data finders: these are resources AI has to point users to rather than replicate. Each tool targets the specific prompts where your competitors get recommended instead of you.

AI engines decide who to recommend by looking for consensus across independent, authoritative sources. Our PR program places your brand on Tier-1 and Tier-2 publications in your industry. Not mass distribution. Targeted placements on the publications AI engines already trust and cite. The backlinks come naturally. The real value is the authority signal.

Every deployed asset submitted through rapid indexing protocols for accelerated crawling and discovery. Daily scans across all engines catch shifts before they become trends. You always know where you stand relative to your competitors and whether the gap is opening or closing.

A firm that calls its service “bespoke” in prose gets compressed into a phrase every private client firm uses. The same service published as a dated record naming whether it is discretionary or advisory, who holds the assets, and how often clients are reported to survives that compression, which is why families asking who can actually run their affairs get pointed at the firms that published the model.

An engine cannot reproduce a suitability coverage check or a cross border residency screen from memory, so it sends the family to the tool instead. For a wealth manager that turns a passive mention into a first conversation on your own domain, where the residency rules and the custody arrangements are yours.

If an engine cannot crawl your service pages, render your custody disclosures, or parse your entity markup, nothing else in a wealth program matters. Firms routinely discover in the audit that their entire service description lived inside a gated client brochure, which is why the technical layer is fixed first.

Wealth managers publish into a market where a careless claim about suitability or performance carries direct conduct consequence. Every asset ships as a draft for your compliance team at least two weeks before publication, which is what makes a continuous publishing program adoptable rather than a conduct risk.

AEO Starter

Build your AI visibility foundation

• ✓Full site AEO audit
• ✓llms.txt deployment
• ✓10 AEO assets per month
• ✓2 interactive tools per month
• ✓Citation Health optimization
• ✓Rapid indexing protocols
• ✓AI Share of Voice tracking
• ✓Monthly executive summary
• ✓Dedicated account manager

AEO Authority

Dominate your category in AI search

Everything in Starter, plus:

• ✓Competitor gap analysis
• ✓Legacy content restructuring
• ✓Schema and Knowledge Graph
• ✓20 AEO assets per month
• ✓5 interactive tools per month
• ✓Targeted digital PR (Tier-1 placements)
• ✓Daily AI visibility scans
• ✓Weekly strategy calls

AEO Global

Own AI visibility at global scale

Everything in Authority, plus:

• ✓AI search modeling
• ✓API/RAG readiness consulting
• ✓40 AEO assets (multi-domain)
• ✓10 interactive tools per month
• ✓Enterprise PR and syndication
• ✓Real-time competitor tracking
• ✓Dedicated Slack/Teams channel
• ✓Exec Dashboard and bi-weekly calls
• ✓Multi-lingual add-on available

How quickly will we see results?

Most wealth managers see measurable citation movement inside the first 60 days. The regulator registers, custody disclosures, and private client directories that AI engines read for wealth questions are re-crawled frequently, so newly published service model and suitability evidence surfaces faster than it would in traditional search. Your Exec Dashboard tracks the movement from day one.

What does onboarding look like?

Onboarding for a wealth manager starts with a full site AEO audit and a strategy call covering your service models, custodian relationships, and the jurisdictions you accept clients from. Inside the first week your llms.txt is deployed, your entity and service schema is corrected, and the first batch of wealth assets is in production. Your team approves everything before it goes live.

Do we need to provide content or subject matter expertise?

Citably produces the content. We ask for access to your investment and compliance leads for an initial briefing, because service model boundaries, suitability language, and what may be said about client outcomes have to be exact. Every asset is submitted for your review before publication.

Can we change tiers later?

Yes. Most wealth managers start on AEO Starter or AEO Authority and move up as citations compound, and a tier change can happen at any point inside an agreement. Programs run on six or twelve month agreements, which is also what determines how much of the one-time setup is waived.

Which AI engines do you track?

All four engines: ChatGPT, Gemini, Perplexity, and Claude. For a wealth manager the dashboard shows which firms each engine names for discretionary, custody, and cross border questions, plus the source behind every answer.

What industries do you currently serve?

Citably runs managed AEO programs across regulated finance, and wealth management is run as its own program rather than folded into a general investments brief. The prompt set is built around service model, custody, suitability, and residency, which are the questions a private client asks and an institutional buyer never does.