The first agentic website & marketing system for financial advisors

A Living Site is your firm's website with WealthReach Attract running underneath, 24/7. The site itself is 100% custom — no two look alike. Attract watches your SEO, AEO, and conversion scores across every search engine and AI platform (Google, ChatGPT, Perplexity, Claude, Gemini). The moment something slips, it identifies why, writes the page that fixes the gap in your brand voice, and sends it for one-click compliance approval. The result: a site that gets you found, keeps you found, and never goes stale.

Answer Engine Optimization — the SEO equivalent for AI search engines like ChatGPT, Perplexity, Claude, and Gemini. When a prospect asks 'best fee-only advisor in Boston,' AEO is what determines whether your firm gets cited in the answer. Most advisor sites today aren't built for it. Living Sites are.

A custom build looks beautiful on launch day and rarely arrives truly SEO/AEO-optimized. Then it sits untouched for two or three years while consumer search changes every week. A Living Site has the engine built in, so the site evolves alongside Google, ChatGPT, Perplexity, Claude, Gemini, and your competitors — automatically. And if you already made that investment, you don't have to walk away from it: we can start from your existing design and rebuild it on our living foundation. There's no upfront fee, ever.

Living Sites start at $1,000/mo with the Attract agent inside, and there are no upfront or onboarding fees. The agent is the same on every site — it controls every page, template, and structural decision. What varies is where the design starts: from the site you already have, rebuilt on our living foundation, or from a blank page built around your firm and your ideal client. Pricing scales with your offices and scope, and multi-office rollouts are quoted as Enterprise. The free audit usually makes the right starting point obvious.

Our AI is trained on the SEC Marketing Rule and FINRA's communications rules, and every draft gets a second AI review pass that flags and fixes anything that could cross a line. It's still AI, so a person on your team approves everything before it publishes. You can also give it firm-specific rules, like words your compliance team won't allow, and it remembers them.

No new design, no. If you love your current site, we start from it and rebuild it on our living foundation — same design, and the agent gains control of all of it. What we don't do is run the agent on a site we don't control: it can't fix structural SEO from the outside, which is why every Living Site runs on our foundation.

Where you rank on every search engine and AI platform, your full digital footprint, and the search terms where you're invisible. You see the entire picture before you spend a single dollar. It takes about 48 hours.

It's built to get through compliance, not around it. Every page is a draft until you and your compliance team sign off, you can export any page as a PDF for your broker-dealer, and nothing publishes on its own, including what the AI writes.

Search results take time to build. Most firms see momentum over the first 3–6 months as new pages get indexed and start getting cited. A year lets you judge us on real results, not the first few weeks. There's also no upfront fee: the design, build and first months of content happen before you've paid much. Your copy, images, domain and every appointment are yours.

A couple of hours: a 30–40 minute questionnaire, a one-hour onboarding call and a 30-minute review of your draft. Headshots and video can come later; they don't hold up the build.

Yes. Every page is a draft until you and your compliance team approve it, and you can export it as a PDF for review. Nothing the AI writes goes live on its own.

No need. Our onboarding questionnaire and kickoff call are built to draw your brand out. Plenty of advisors come to us mid-change: leaving a broker-dealer, taking over a practice or narrowing their niche.

That's where it tends to work best. Pages for each town you serve and each niche you specialize in give Google and AI tools something specific to cite.

Attract is an AI agent that audits your current search presence, identifies where competitors outrank you, and builds SEO-optimized pages — service pages, location pages, niche pages, FAQs, and comparisons — structured to rank on Google and get cited by ChatGPT, Perplexity, and other AI search engines. Every page goes through automated SEC marketing rule compliance review before you see it. Nothing goes live without your approval. Then it keeps working — tracking rankings, refreshing content, and finding new keyword opportunities every week.

SEO takes time, and it works. How fast depends on your market, your competitors and where your site starts today, so we don't promise a timeline. The effect compounds — your 100th page helps your first page rank higher, and Attract continuously monitors and refreshes content so your visibility keeps building.

Attract learns your firm's voice, specialties, location, and ideal client profile. Every page is custom to your practice. You review and approve everything before it publishes. The content is also structured for compliance — no performance guarantees, no misleading claims.

No. The agent can complement existing efforts or replace them entirely. Many firms switch after comparing the output and cost — a Living Site starts at $1,000/month with the Attract agent inside, works 24/7, and builds hundreds of pages.

WealthReach identifies up to 40% of your anonymous website visitors using a simple tracking pixel. For each identified visitor, you get their name, email, phone, LinkedIn, job title, estimated net worth, income range, and homeownership status — all triple-verified against our database of 260 million contacts. You also see which pages they visited, how they found you, and how many times they came back.

Intent data reveals who is actively researching financial planning topics across the web — not just on your site. WealthReach tracks over 7,000 topics including retirement planning, tax strategies, 401(k) rollovers, estate planning, and wealth management. When someone researches these topics, we match them to verified contact information so you can reach out before they ever visit a competitor's site. This is contact-level intent, not account-level — you get real people, not company names.

WealthReach's AI does deep research on every prospect — their job, company, location, property, search activity, and wealth indicators — then crafts completely custom email and LinkedIn sequences. Not templates with a swapped first name. Every message is unique, built from genuine research. Whether it's 10 prospects or 1,500, it takes the same amount of time. The AI is trained on thousands of high-performing messages from the Model FA team and top advisors.

Email and LinkedIn — messages and connection requests. We focus on the two channels that actually convert for financial advisors. No spam calls, no SMS blasts, no outdated tactics. Every sequence goes through our SEC and FINRA compliance engine before sending, with built-in deliverability safeguards, send limits, and automatic opt-out handling.

The WealthReach Score analyzes intent strength, fit to your ideal client profile, engagement recency, contact quality, and wealth indicators to rank every prospect from 0-100. You focus on the highest-scoring prospects first — the ones most likely to book a meeting. The score updates in real-time as new signals come in.

Convert is $250/mo added to any Living Site, including Enterprise, with up to 800 identified visitors per month. Most firms attach it: the Attract agent wins the traffic, and Convert turns that traffic into booked meetings. If you're consistently identifying more than 800 visitors a month, talk to us about a volume tier.

Three things. First, WealthReach was built in the industry — one co-founder runs business development at a fast-growing RIA, the other coaches 250+ advisory firms. We built what we were missing, not what Silicon Valley thought advisors might want. Second, we focus on active intent — people searching for an advisor right now — not money-in-motion guesses like a house sale or a possible 401(k) rollover. Third, our AI sequencing engine does deep research on every prospect and creates completely custom outreach. Other tools might personalize one line. We personalize every word.