For finance, wealth, fintech, and alternative investment firms
When a serious prospect asks AI about your firm, what answer do they get?
Run the free authority audit now. It shows whether AI search can find credible third-party proof about your firm — and where competitors look stronger.
Free · No credit card · Starts the real authority audit funnel immediately
Built to reveal what AI and search engines actually seeWhere finance & alt-asset buyers verify you
The outlets your prospects, RIAs, and custodians actually read
Placement targets and coverage we pursue for asset managers, precious metals dealers, private funds, and wealth firms — the sources due-diligence teams and AI engines cite.
Bloomberg
The Wall Street Journal
Barron's
Reuters
Forbes
Financial Advisor
Kitco News
Institutional Investor
ThinkAdvisor
MarketWatch
Yahoo Finance
Investopedia
Representative outlets from our finance placement network. Coverage varies by firm, angle, and news cycle.
How a financial services firm built a cited-by-AI authority system and stopped losing calls to credibility checks
Anonymized at the client's request (active NDA). We built an authority-first editorial system — tier-1 placements, founder thought leadership, and an AEO/GEO citation mesh — so the brand showed up where buyers and AI engines vet credibility. Traffic value followed: +734% in five months. Every figure verified against Semrush on June 15.
The challenge
The brand had a strong offer and a credible product but limited third-party credibility. Their founder was nearly invisible in search and AI answers, and organic search was flat — a small keyword footprint and almost no high-intent traffic in a category dominated by long-tenured incumbents with massive backlink profiles.Branded keywords surfaced false and fake reviews, and a coordinated attack from former employees was actively suppressing trust at the exact moment prospects were vetting them.The downstream damage was brutal: landing pages converted poorly, booked sales calls ghosted at an unsustainable rate, and the calls that did happen turned into credibility interrogations instead of buying conversations.
What we did
- →Earned 10+ tier-1 placements, well-positioned and strategically placed — including a USA Today feature with dofollow backlinks.
- →Placed an Investing.com story engineered around highly competitive industry keywords.
- →Added the new USA Today and Investing.com logos as 'As Featured In' trust signals on the brand's landing pages — instant third-party validation above the fold.
- →Built a thought-leadership series for the brand's founder — bylines, expert commentary, and authority articles designed for AI retrieval.
- →Layered an AEO-first content engine targeting commercial-intent queries the incumbents had ignored — structured for AI retrieval, not just blue-link rankings.
- →Ran a full reputation cleanup: removed false and fake reviews and dismantled a coordinated former-employee attack that was poisoning branded search.
Outcomes
Organic traffic value up 734% in five months — to $7.4K/month in equivalent paid-search value (Semrush, US database, June 15).
Monthly organic visits up 220% over the same window — and trending up month-over-month with no plateau in sight.
Landing page conversion rates jumped once USA Today and Investing.com logos went live as trust signals.
Dramatic drop in ghosted appointments — prospects now vet the brand BEFORE the call, not on it.
Sales calls shifted from credibility interrogations to buying conversations — prospects arrive ready to learn, not cross-examine.
Now cited in multiple Google AI Overviews for category-relevant queries — the brand is the answer, not a footnote.
The brand's founder is emerging as a recognized industry voice — bylines and expert commentary now power inbound interest instead of cold outreach.
Materially higher contact rate on opt-in leads — they recognize the brand and answer the phone.
Placements and outcomes are not guaranteed. Editorial decisions and AI search rankings remain solely with the publishers and platforms. Specific dollar figures and additional percentages withheld at the client's request. Results vary by industry, baseline, and engagement scope.
Want this kind of stack built for your brand?
Run Free AI Visibility AuditProspects search your firm and find only your own website.
ChatGPT can't describe your strategy accurately — because it has nothing credible to cite.
Generalist PR firms pitch angles that die in compliance review.
What we actually do
Four workstreams built to compound into a credibility footprint prospects can verify before they ever speak with you.
Editorial Placement
Tier-1 earned press in the outlets serious finance buyers and investors actually read — Forbes, Bloomberg, WSJ, industry trades. No pay-to-play, no wire-service filler.
Founder Thought Leadership
Bylined commentary and expert quotes that position your PM, founder, or CIO as a credible voice in the strategy category.
AEO / GEO Authority
Schema, entity, and citation work so ChatGPT, Perplexity, Claude, and Google AI Overviews describe your firm accurately — with your positioning, not a competitor's.
Compliance-Aware
Every pitch and byline runs through your marketing-review or compliance process before it goes out. We work inside the boundaries, not around them.
Who we work with
Fit
- Precious metals dealers and bullion platforms
- Alternative asset sponsors and platforms (real estate, private credit, PE, collectibles)
- Registered investment advisers and wealth firms
- Family offices and multi-family offices
- Fintech and asset-management technology brands
Not a fit
- Firms unwilling to invest in sustained editorial credibility
- Anyone seeking guaranteed rankings or pay-for-placement schemes
- Crypto token launches and ICO promotion
- Brands that can't support factual claims with documentation
Frequently asked
Related verticals
Other industries we serve
Editorial PR programs built for regulated and high-consideration markets.
Precious Metals & Gold IRA
Precious Metals & Gold IRA Dealers
For bullion dealers, coin dealers, and Gold IRA firms whose buyers verify them on Kitco, Bloomberg, Trustpilot, BBB, and ChatGPT before they wire.
See the programReg A+ Issuers
Reg A+ Credibility PR
Independent editorial credibility for Reg A+ issuers whose investors search for third-party validation before they commit.
See the program