For Financial Advisors & Wealth Managers
Clients choose the advisor AI recommends for their financial future
Wealth management is built on trust. High-net-worth prospects research extensively before choosing a financial advisor — and increasingly, that research starts with ChatGPT. Be the advisor AI says to trust with their money.
Start free scanTakes 60 seconds · No credit card required
ChatGPT
Claude
Google AI
Perplexity72%
of HNW prospects research advisors online before their first meeting
$18,000
average first-year revenue from a new wealth management client
11.4yr
average client retention period for wealth management relationships
The problem
AI is already recommending your competitors
Every day, potential customers ask AI which financial advisors to choose. Here’s what they see — and who’s missing.
ChatGPT“Best financial advisors in Boston for retirement planning and wealth management”
For retirement planning and wealth management in Boston, Fidelity's private wealth division and Beacon Pointe Advisors are frequently recommended for high-net-worth clients. For independent fiduciary advisors, Milestone Financial Planning has strong client satisfaction scores and focuses on comprehensive planning...
Your business — not mentioned
Perplexity“Fee-only fiduciary financial advisor near me for investment management”
NAPFA-registered fee-only advisors in Boston include Ballentine Partners and Windrose Advisors. Both are fiduciaries, charge no commissions, and specialize in comprehensive investment management for clients with $1M+ in investable assets...
Your business — not mentioned
This is happening right now. Scope shows you exactly where you stand.
See your AI visibility scoreWhy Scope for Financial Advisors
Everything you need to win AI recommendations
Get found by high-net-worth prospects
Track AI visibility for "fee-only fiduciary advisor [city]," "wealth manager for business owners," "financial advisor for retirement [city]," and similar queries that attract clients with significant investable assets.
Win niche client segments
Doctors, tech executives, divorcees, and retirees all have unique financial needs. Scope helps you dominate AI recommendations for your specialty: "financial advisor for physicians," "retirement planning for tech employees," "divorce financial planning [city]."
Establish AI-verified credibility
AI platforms reference your CFP credentials, fiduciary status, AUM, fee structure, and regulatory history. Scope ensures these critical trust signals are properly surfaced when prospects ask which advisor to trust.
How it works
From invisible to top recommended
A simple, proven process that puts your financial advisors in front of customers who are ready to buy.
60-second free scan
Scan your business
Enter your business URL. Scope scans all 4 AI platforms — ChatGPT, Claude, Gemini, and Perplexity — and generates your AI visibility score in under 60 seconds.
Score + competitor analysis
See the gap
See exactly where you stand versus AI-recommended competitors. The score (0–100) is instantly understood — and the gap shows you exactly what winning looks like.
Action plan + daily tracking
Fix and monitor
Follow the AI Optimization Agent's prioritized action plan. Every action ties to a measurable score improvement. Track your progress daily as your visibility grows.
Real Results
Not Found to #1 Recommended.
One month with Scope. One business that was invisible — now dominating AI recommendations.
0 / 4 platforms
Not mentioned
30 days
4 / 4 platforms
#1 recommended
What customers say
Real businesses, real results
Thousands of businesses have used Scope to discover and fix their AI visibility gaps.
We had no idea we weren't showing up in ChatGPT. Within six weeks of following Scope's action plan, we became the top-recommended clinic in our area. New patients are now telling us they found us through AI.
Sarah Chen
Owner, Bright Smile Dental
Our SaaS wasn't appearing when people asked AI for 'best project management tools'. Scope fixed that. Within a month we're consistently recommended on all four platforms.
Alex Kim
Founder, TaskFlow
The monthly reports show exactly where we stand. It's like SEO analytics but for the AI era. We went from 32 to 78 — and leads from AI referrals are up 40%.
Jennifer Park
Marketing Director, Summit Law
Scope told us exactly which directories Perplexity was citing for our category. We listed ourselves in 3 of them and within two weeks we started showing up in recommendations.
Marcus Rodriguez
Owner, Verde Landscaping
I was skeptical — we've tried every SEO tool. But Scope is different because it actually shows you the AI responses verbatim. Seeing your business missing from those answers is a wake-up call.
Priya Sharma
CEO, NovaMed Clinics
We went from zero AI mentions to being recommended by ChatGPT, Google AI, and Perplexity within 8 weeks. The action plan was specific and everything was prioritized — no guesswork.
Tom Wallace
Director, Apex Realty Group
We had no idea we weren't showing up in ChatGPT. Within six weeks of following Scope's action plan, we became the top-recommended clinic in our area. New patients are now telling us they found us through AI.
Sarah Chen
Owner, Bright Smile Dental
Our SaaS wasn't appearing when people asked AI for 'best project management tools'. Scope fixed that. Within a month we're consistently recommended on all four platforms.
Alex Kim
Founder, TaskFlow
The monthly reports show exactly where we stand. It's like SEO analytics but for the AI era. We went from 32 to 78 — and leads from AI referrals are up 40%.
Jennifer Park
Marketing Director, Summit Law
Scope told us exactly which directories Perplexity was citing for our category. We listed ourselves in 3 of them and within two weeks we started showing up in recommendations.
Marcus Rodriguez
Owner, Verde Landscaping
I was skeptical — we've tried every SEO tool. But Scope is different because it actually shows you the AI responses verbatim. Seeing your business missing from those answers is a wake-up call.
Priya Sharma
CEO, NovaMed Clinics
We went from zero AI mentions to being recommended by ChatGPT, Google AI, and Perplexity within 8 weeks. The action plan was specific and everything was prioritized — no guesswork.
Tom Wallace
Director, Apex Realty Group
FAQ
Financial Advisors questions answered
What financial advisor queries should I track?+
"Financial advisor near me," "fee-only fiduciary advisor [city]," "retirement planner [city]," "wealth manager for [net worth range or profession]," and "financial advisor for [specific goal like college planning or estate planning]" are the highest-value queries to track.
Do compliance regulations affect what I can do for AI visibility?+
Scope's optimization approach focuses on accurately representing your verifiable credentials, regulatory status, and service offerings — all compliant with SEC and FINRA guidelines. We don't help you make performance claims; we help AI accurately represent who you are.
Can smaller RIAs compete with wirehouse brands in AI recommendations?+
Frequently yes. AI platforms often recommend independent fiduciary advisors over wirehouse brands for clients searching for fee-only or unbiased advice. The fiduciary distinction is a significant advantage that independent advisors should leverage in AI visibility.
Pricing
$49/mo per business
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View full pricing detailsFor Financial Advisors & Wealth Managers
See where your financial advisors stands in 60 seconds
Free scan. No credit card. See which AI platforms recommend you — and which ones are sending customers to your competitors.
Start your free scan$49/mo per business after free trial · Cancel anytime