Findable, in every search.
Search engine optimization and AI search optimization for financial firms so investors, clients, and customers can find them everywhere.
Search has changed.
Five years ago, search meant Google. A financial firm's discoverability strategy was straightforward: rank for the right keywords, build domain authority, optimize technical infrastructure. The work was hard but the playbook was clear.
The playbook is no longer enough. Buyers now search across Google, ChatGPT, Perplexity, Claude, and AI Overviews, sometimes all of them in a single research session. Each platform surfaces information differently, weighs sources differently, and rewards different content structures. Being findable in this landscape requires a rebuilt approach. Traditional SEO still matters and won't stop mattering anytime soon, but it's no longer the only work. Financial firms whose audiences are sophisticated researchers, including investors, advisors, and allocators, feel this shift first.
What we do.
-
Technical SEO audits and fixes.
Crawlability, site speed, schema markup, internal linking, indexation, and the technical infrastructure that ensures your site can compete in search.
-
Keyword and topic strategy.
Search demand research, content gap analysis, and topical authority planning built around the queries your clients and customers actually search.
-
AI search optimization.
Structured content, citation patterns, factual authority, and the technical signals that determine whether AI assistants surface your firm in their answers.
-
Search-driven content production.
Articles, landing pages, and resource content engineered to rank in search and earn citations in AI answers.
-
Local and entity SEO.
Google Business Profile, knowledge graph optimization, branded entity signals, and the work that ensures your firm shows up when people search for it directly.
-
Reporting and ongoing optimization.
Search visibility tracking across Google and AI platforms, performance baselines, and an ongoing cycle of optimization based on what's actually working.
Financial SEO has its own constraints. Compliance teams scrutinize claims and disclosures. Performance advertising rules govern how returns and outcomes can be discussed. And the audiences worth ranking for, including advisors, allocators, and institutional buyers, are smaller and more discerning than typical search audiences. We work inside those constraints by default.
Built to rank. Built to adapt.
-
Search is measurable, and we measure it.
Every SEO engagement starts with a baseline: where you rank now, what's driving traffic, where the gaps are. Visibility, traffic, conversions, citations in AI answers, the metrics that actually matter for your business.
-
Built for both search environments.
Traditional SEO and AI search optimization use different signals, reward different content structures, and require different technical foundations. We build for both in parallel, working each side of the discipline as its own craft. The result is visibility that holds up as search continues to evolve.
-
Compliance-aware from the keyword up.
Financial SEO content runs into compliance constraints constantly. Performance language, return claims, fund disclosures, advisor licensing requirements: every page that ranks well also has to pass legal review. We build keyword and content strategies with those constraints built in. By the time copy is drafted, it's already shaped by what compliance will and won't approve.
Search results that compound.
Outcomes from SEO and content engagement with a Senior Investment Advisor at iA Private Wealth.
Let's see what we can find.
Most engagements start with a conversation. We'll learn about your firm, your audience, and where they're searching today. Then we'll plan the right move and what we'd do first.
Book a free 30-minute call