Financial Services
See exactly how ChatGPT, Claude, Gemini and Perplexity rank your firm.
Audit your site freeIndustry benchmarks — Financial Advisors
Last updated: 8 September 2026
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The challenge
Your ideal clients ask AI for advice daily. You're not showing up in their answers.
You can't see what ChatGPT knows about your firm or why it recommends competitors instead.
Broken schema, poor crawlability, and indexing issues prevent AI models from finding you.
While advisors optimize for AI visibility, you lose qualified leads to those who do.
How it helps
Track how you rank across all major AI models monthly. Identify where you're winning and losing visibility against competitors.
Get prioritized recommendations to fix schema, indexing, and crawlability problems that block AI model discovery and ranking.
Understand what content AI models prefer and adjust your website strategy to appear in more client queries and recommendations.
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FAQ
We query ChatGPT, Claude, Gemini, and Perplexity with financial advisor-related questions and analyze where your firm appears in their responses. We also audit your technical SEO to identify why AI models may not be ranking you.
Yes. The technical SEO fixes we recommend—schema markup, crawlability, indexing—benefit both traditional search and AI models. Better fundamentals help everywhere.
We recommend monthly audits to track progress as you implement fixes and stay competitive. AI model rankings shift as your content and competitors evolve.
That's common. Our audit identifies the root causes—missing schema, poor indexing, weak content signals—and prioritizes fixes to get you visible to AI models.
Yes. Surfaceable shows you how your AI visibility compares to other advisors in your region and niche, so you know exactly where to focus effort.
Free to start. No credit card required. Audit your site in under 2 minutes.
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