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 see

    Where 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.

    Client Case Study

    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 problem

    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.

    What Smart Money Media changed

    • →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.

    Verified outcomes

    Organic traffic value up 734% in five months (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.

    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.

    Read the full case study

    Prospects 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 program

    Reg 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

    AI Startups

    AI Startup PR

    Founder-led PR for AI startups that need credible category coverage, not another generic funding announcement.

    See the program

    Broadcast

    TV Interviews

    Live television booking for executives, founders, analysts, and experts ready for broadcast credibility.

    See the program