Prospects now ask AI who to hire. Does it name you?
We ask ChatGPT, Gemini, Perplexity, Claude and Google’s AI the questions your prospects type, from the towns you serve. You get every answer, who was named instead, and what to fix first.
Rather talk it through first? Schedule a demo
Firm names blurred. Your audit runs the real questions and shows the real answers.
Known by name. Invisible to prospects.
One firm we audited came up in 10 of 10 AI answers when asked about by name. When prospects near its offices asked for an advisor, it came up in 0 of 70. The two most-named local firms came up in 23 each.
From a Wealth I/O audit run in October 2026, client details redacted. A result is one question asked of one AI surface: 12 questions across 6 surfaces. Results that failed or showed no AI answer are left out, never counted as “not named”. Your results will differ.
What’s in your audit
- 01
The questions your prospects ask
The advice questions a person near your offices types, for the services you actually offer.
- 02
Every answer, on six AI surfaces
ChatGPT, Gemini, Perplexity, Claude, Google AI Overviews and AI Mode, scored one by one.
- 03
Who gets named instead
The firms the answers recommend, and the sources the assistants cite to back them.
- 04
What to build first
The pages and listings to add, in order, with the reason for each.
- 05
Whether AI can read your site
A short technical check of what the assistants can and can’t see on your website.
Prospects are asking AI right now. See what it tells them.
Who runs the audit
Wealth I/O is a done-for-you growth service for independent advisors and RIAs: websites rebuilt for AI search, continuous optimization, and placement in the sources AI assistants trust.