WealthReach

WealthReach builds and runs websites for financial advisors that keep improving after launch. Each client gets a Living Site: a custom advisor website with an SEO and AEO agent built into it. Most advisor websites are finished on launch day and stay the same for years, while Google and AI search change every week. A Living Site is updated continuously, so it gains visibility over time instead of losing it. More traffic and booked appointments WealthReach tracks the firm's rankings on Google and its citations in ChatGPT, Claude, Perplexity and Gemini, along with competitors and site health. It finds searches the firm doesn't rank for yet, drafts the missing pages in the firm's voice for its ideal client, and refreshes pages that start to slip. As a result, our clients are getting inbound booked meetings simply from people searching for things online and you popping up as the person they should meet with. Human in the loop for compliance Nothing publishes on its own. Every new or updated page is reviewed against the SEC Marketing Rule and FINRA, then waits for the advisor's one-click approval. Enterprise RIAs, broker-dealers and aggregators also get role-based approvals, home-office review workflows and full audit trails across every office. Who it's for Solo advisors, growing and enterprise RIAs, and the platforms that serve them, including broker-dealers, TAMPs, aggregators and marketing firms. WealthReach has audited more than 30,000 advisor websites, and the average scored below 50 out of 100. This is still a blue ocean opportunity for advisors who act now!