Free Consult
B2B Vertical Solution

Finance & Fintech GEO Services

Make your financial advisory or fintech platform a source that AI search engines like ChatGPT and Perplexity can find, trust and cite.

FDE Delivery System

Direct engineering deployment for custom compliance markups and AI optimization pipelines.

Core Advantages

Optimized for Industry-Specific Algorithms

AI Citation Building

Structure SEC filings, market commentary, and advisory pages so LLMs cite your brand as the primary source.

High-Trust Authority Footprint

Synthesize financial data with structured markups to rank on AI-generated comparison tables and review grids.

Quarterly AI Citation Audits

Each quarter we manually run a fixed set of real prospect questions through ChatGPT and Perplexity, and hand you the raw answers as screenshots — so you can see exactly where you were cited and where you were not.

Common Challenges
⚠ Generative engines cite competitor advisory firms when users ask "best fee-only financial advisor near me"
We structure your credentials (CFP, fiduciary status, AUM disclosures) so AI engines have concrete facts to cite instead of defaulting to whoever has the most generic 'about us' page.
⚠ Fintech product pages read like generic SaaS marketing instead of building trust with a regulated-industry audience
We rebuild product pages with the specific risk disclosures, security certifications, and compliance language that financial decision-makers actually look for before converting.
⚠ Local searches for "financial planner in [neighborhood]" go to national chains instead of independent advisors
We build hyper-local structured data and content around your specific service area and client niche, so you're competitive against firms with far larger marketing budgets.
Compliance & Special Considerations

FINRA / SEC Marketing Rules

Financial services marketing has its own disclosure regime — performance claims, testimonials, and risk language all have specific requirements under FINRA and SEC marketing rules. We build SEO/GEO content with the required disclosures baked in from the start, so legal review isn't a bottleneck after the fact.

In Practice

An independent fee-only advisory firm in Manhattan had strong referral business but zero visibility when prospects asked AI assistants for "fiduciary financial advisor recommendations."

12
Compliance-reviewed content blocks
5
Disclosure templates built
How we work

Four steps from audit to being recommended

A fixed sequence with a deliverable at every step, so you always know what you are paying for and what comes next.

  1. 01

    Free visibility audit

    We check your website, Google Business Profile and reviews, and how ChatGPT, Perplexity and Google AI describe your business today.

    Week 0
  2. 02

    Services and credentials pages

    Pages for each service, verifiable licenses and credentials, plain-language FAQs, and disclosures reviewed before launch.

    Weeks 1–2
  3. 03

    Build and launch

    A fast, mobile-first bilingual site, verified in Google Search Console and Bing and submitted via IndexNow.

    Weeks 3–6
  4. 04

    Monthly GEO work

    Answer-ready content, directory and review profiles, and a monthly report of where AI engines mention you, reported as found, never estimated.

    Ongoing
Starting Prices

Transparent Pricing for Financial Firms

Starting prices so you know where you stand before the first call. Your exact quote follows a free audit.

Audit + Quick Fixes

$600
one-time · from

Website, Google Business Profile and AI-visibility audit, then we fix the 5–8 issues that matter most. Includes a written report with screenshots.

Website

$3,500
one-time · from

Mobile-first site with service pages, FAQ and schema markup, plus Google Search Console and Bing setup.

Most chosen

Website + GEO

$6,000
one-time · from

Everything in Website, plus Chinese versions of key pages, directory and review setup, and 3 months of GEO support. Then from $1,000/month.

GEO Only

$1,200
per month · from

Keep your current site. 2–4 answer-ready pieces a month, plus a monthly check of ChatGPT, Perplexity, Google AI and Gemini with screenshots.

Website Care

$200
per month · from

Hosting setup and monitoring, security and software updates, uptime checks, and up to 1 hour of small edits a month.

Starting prices in USD. You own your website and all content. Ad spend is billed separately. Monthly plans have a 6-month minimum; pay annually and save 10%. The final quote depends on page count, languages and features and is confirmed in writing after the free audit. We never guarantee rankings or AI citations.

Frequently Asked Questions
Can you optimize for AI search without making claims that violate FINRA marketing rules?
Yes — the structured data and content we build leans on verifiable facts (credentials, AUM, fee structure) rather than performance claims, which keeps it both AI-citable and compliant by design.
We're a fintech startup, not a traditional advisory firm — does this still apply?
Yes, the GEO principles are the same: AI engines need concrete, citable facts about your product, security posture, and differentiation rather than generic SaaS copy to recommend you over established competitors.
How do you handle client testimonials given the restrictions on financial services?
We use compliant alternatives — case studies framed around process rather than results, and structured credential/disclosure data — that build trust signals without running into testimonial restrictions.
Will this help us compete against national chains in local search?
That's the Local SEO half of the work — we build out neighborhood-specific structured data and content so you show up for hyper-local searches where national chains often have thin or no presence.
Embed Engineers

How FDEs Elevate Your Campaign

Typical SEO agencies hand over a list of recommendations and leave it to your developers. Our Forward Deployed Engineers (FDEs) embed directly with your team. They write the code, configure the schema markup, restructure content so AI engines can cite it, and tune performance directly.

Rapid code-level site speed tuning
Structured schema markups matching niche legal, fintech, or real estate fields
Localized RAG/LLM brand recommendation monitoring

What We Commit To

90+
Lighthouse delivery target
8
Languages we build in
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