What's a Living Site?

A Living Site is your firm's website with WealthReach Attract running underneath, 24/7. The site itself is 100% custom — no two look alike. Attract watches your SEO, AEO, and conversion scores across every search engine and AI platform (Google, ChatGPT, Perplexity, Claude, Gemini). The moment something slips, it identifies why, writes the page that fixes the gap in your brand voice, and sends it for one-click compliance approval. The result: a site that gets you found, keeps you found, and never goes stale.

Answer Engine Optimization — the SEO equivalent for AI search engines like ChatGPT, Perplexity, Claude, and Gemini. When a prospect asks 'best fee-only advisor in Boston,' AEO is what determines whether your firm gets cited in the answer. Most advisor sites today aren't built for it. Living Sites are.

How is this different from a $30,000–$50,000 custom build?

A custom build looks beautiful on launch day and rarely arrives truly SEO/AEO-optimized. Then it sits untouched for two or three years while consumer search changes every week. A Living Site has the engine built in, so the site evolves alongside Google, ChatGPT, Perplexity, Claude, Gemini, and your competitors — automatically. And if you already made that investment, you don't have to walk away from it: the Clone plan rebuilds your existing design, pixel for pixel, on our living foundation. There's no upfront fee, ever.

What's the difference between Living Site Clone and Living Site Pro?

The agent is identical in both — it controls every page, template, and structural decision on your site. The difference is the design. Clone ($800/mo) recreates the site you already have, exactly as-is, on our living foundation — ideal if you love your design but it isn't ranking. Pro ($1,000/mo) is a brand-new custom design built from scratch around your firm and your ideal client. The free audit usually makes the right choice obvious.

Is the AI-generated content compliant?

Yes. Every AI-drafted page passes through SEC and FINRA compliance review and requires explicit one-click approval from the advisor or compliance officer before it goes live. Nothing publishes without a human sign-off.

Do I need a new site to use WealthReach?

No. If you love your current site, the Clone plan rebuilds it exactly as-is on our living foundation — same design, and the agent gains control of all of it. If you'd rather keep your site where it's hosted today, Attract runs alongside it for $500/mo, publishing blog posts and landing pages in your voice. The one honest caveat: on a site we don't control, the agent can't fix structural SEO issues — and it will tell you when the site itself has become the bottleneck. Convert works on any site that can install our pixel.

What does the audit show me?

Where you rank on every search engine and AI platform, your full digital footprint, and the search terms where you're invisible. You see the entire picture before you spend a single dollar. It takes about 48 hours.

How does Attract get my firm found on Google and AI search?

Attract is an AI agent that audits your current search presence, identifies where competitors outrank you, and builds SEO-optimized pages — service pages, location pages, niche pages, FAQs, and comparisons — structured to rank on Google and get cited by ChatGPT, Perplexity, and other AI search engines. Every page goes through automated SEC marketing rule compliance review before you see it. Nothing goes live without your approval. Then it keeps working — tracking rankings, refreshing content, and finding new keyword opportunities every week.

How long does it take to see SEO results from Attract?

Most firms see initial rankings within 4-6 weeks. The effect compounds — your 100th page helps your first page rank higher, and Attract continuously monitors and refreshes content so results keep improving. Firms that stick with it for 6+ months typically see 3-5x the organic traffic they started with.

Will the content sound like my firm or generic AI content?

Attract learns your firm's voice, specialties, location, and ideal client profile. Every page is custom to your practice. You review and approve everything before it publishes. The content is also structured for compliance — no performance guarantees, no misleading claims.

Do I need to cancel my SEO agency to use Attract?

No. Attract can complement existing efforts or replace them entirely. Many firms switch after comparing the output and cost — Attract starts at $500/month, works 24/7, builds hundreds of pages.

How does website visitor identification work for financial advisors?

WealthReach identifies up to 40% of your anonymous website visitors using a simple tracking pixel. For each identified visitor, you get their name, email, phone, LinkedIn, job title, estimated net worth, income range, and homeownership status — all triple-verified against our database of 260 million contacts. You also see which pages they visited, how they found you, and how many times they came back.

What is intent data and how does WealthReach use it?

Intent data reveals who is actively researching financial planning topics across the web — not just on your site. WealthReach tracks over 7,000 topics including retirement planning, tax strategies, 401(k) rollovers, estate planning, and wealth management. When someone researches these topics, we match them to verified contact information so you can reach out before they ever visit a competitor's site. This is contact-level intent, not account-level — you get real people, not company names.

How does the AI outreach work? Will it sound robotic?

WealthReach's AI does deep research on every prospect — their job, company, location, property, search activity, and wealth indicators — then crafts completely custom email and LinkedIn sequences. Not templates with a swapped first name. Every message is unique, built from genuine research. Whether it's 10 prospects or 1,500, it takes the same amount of time. The AI is trained on thousands of high-performing messages from the Model FA team and top advisors.

What outreach channels does WealthReach support?

Email and LinkedIn — messages and connection requests. We focus on the two channels that actually convert for financial advisors. No spam calls, no SMS blasts, no outdated tactics. Every sequence goes through our SEC and FINRA compliance engine before sending, with built-in deliverability safeguards, send limits, and automatic opt-out handling.

How does WealthReach prioritize which prospects to contact?

The WealthReach Score analyzes intent strength, fit to your ideal client profile, engagement recency, contact quality, and wealth indicators to rank every prospect from 0-100. You focus on the highest-scoring prospects first — the ones most likely to book a meeting. The score updates in real-time as new signals come in.

Can I buy Convert on its own?

Yes. Convert is $500/mo standalone, or $250/mo when added to any plan — both include up to 800 identified visitors per month. Most firms attach it: the Attract agent wins the traffic, and Convert turns that traffic into booked meetings. If you're consistently identifying more than 800 visitors a month, talk to us about a volume tier.

What makes WealthReach different from other lead gen tools?

Three things. First, WealthReach was built in the industry — one co-founder runs business development at a fast-growing RIA, the other coaches 250+ advisory firms. We built what we were missing, not what Silicon Valley thought advisors might want. Second, we focus on active intent — people searching for an advisor right now — not money-in-motion guesses like a house sale or a possible 401(k) rollover. Third, our AI sequencing engine does deep research on every prospect and creates completely custom outreach. Other tools might personalize one line. We personalize every word.

Introducing Living Sites — the last website you'll ever need. Introducing Living Sites. Watch the video

The first agentic website & marketing system for advisors

Your website should be alive.

A custom advisor site with an SEO, AEO, and marketing agent living inside it. It crafts content for your ideal client, tracks your rankings on Google and your citations in ChatGPT, and grows them 24/7. Winning searches you never ranked for, fixing what slips. You just approve.

Get your free audit Book a demo

Built for advisors · 30,000+ sites audited · Compliance built in

The problem

Your site went live. Then it went quiet.

Every advisor site fails the same way: a template that looks like everyone else’s, content Google has seen a hundred times, and not a single change since launch day.

The templated site

The same layout and boilerplate copy as thousands of other advisors. Google ignores duplicates — it will never rank.

The $50K custom build

Beautiful on launch day, then never touched again — while Google and AI search change every week.

The cookie-cutter content

The same “Insights” articles as the firm down the street. Duplicate content doesn’t rank, and it doesn’t differentiate.

The fix

A Living Site never stops.

There’s an SEO + AEO agent living inside it, 24/7. New pages get drafted. Old pages get refreshed. Rankings climb. All behind compliance review — and your one-click approval.

247

pages live

rankings up

24/7

monitoring

Live activity

Ranking up

2m ago

“retirement planning austin” moved #14 → #6

New page published

18m ago

Estate Planning for Military Families

Content refreshed

1h ago

Updated stats on Roth IRA Conversion FAQ

Opportunity found

2h ago

“fee-only advisor cedar park” — no competitors

Ranking up

3h ago

“financial advisor round rock” moved #22 → #11

New page published

4h ago

Fee-Only vs Commission Advisors Comparison

Compliance approved

5h ago

3 pages passed SEC marketing rule review

Opportunity found

6h ago

“social security timing strategies” — low difficulty

Content refreshed

8h ago

Updated 401(k) rollover limits for 2026

Ranking up

12h ago

“wealth manager near me” moved #31 → #18

New page published

14h ago

Roth Conversion Calculator — Tax Impact

Compliance approved

16h ago

5 service pages cleared FINRA Rule 2210 review

Ranking up

2m ago

“retirement planning austin” moved #14 → #6

New page published

18m ago

Estate Planning for Military Families

Content refreshed

1h ago

Updated stats on Roth IRA Conversion FAQ

Opportunity found

2h ago

“fee-only advisor cedar park” — no competitors

Ranking up

3h ago

“financial advisor round rock” moved #22 → #11

New page published

4h ago

Fee-Only vs Commission Advisors Comparison

Compliance approved

5h ago

3 pages passed SEC marketing rule review

Opportunity found

6h ago

“social security timing strategies” — low difficulty

Content refreshed

8h ago

Updated 401(k) rollover limits for 2026

Ranking up

12h ago

“wealth manager near me” moved #31 → #18

New page published

14h ago

Roth Conversion Calculator — Tax Impact

Compliance approved

16h ago

5 service pages cleared FINRA Rule 2210 review

Watch

Tracks your rankings across Google, ChatGPT, Claude, Perplexity and Gemini — plus your competitors and site health — every minute.

Write

Drafts the pages you’re missing and refreshes the ones slipping — in your firm’s voice, built around your ideal client.

Approve

Nothing goes live until you tap approve. Every page is SEC + FINRA reviewed first.

The score is the proof.

Same audit. Three approaches. One winner.

Templated platforms

Living Sites

Custom-built sites

The proof

You slept 8 hours. Your website didn’t.

While you were with clients, your Living Site went to work. Here’s a night on the job.

Attract

Last night

pages drafted

Auto-drafted “Estate Planning for Military Families” — in your voice, pending your approval

Traffic

+0%

SEO fixes

Vitals

Building your fee-only comparison page…

Convert

Last night

visitors identified

Sarah Chen, VP at Deloitte — viewed your retirement page 3× → flagged for outreach

Add to newsletterMeta ads audienceGoogle ads audienceLinkedIn ads audience

ICP matches

Outreach

Replies

Syncing hot prospects to your CRM…

Nothing publishes without your one-click approval.

The platform

One product. Two ways to start. One add-on.

The flagship

A Living Site

A custom advisor site with the Attract agent living inside it. The agent owns every page, template, and structural fix — SEO and AEO, 24/7, behind your one-click approval.

Clone$800/mo

Love your site? Keep it — we rebuild it exactly as-is on our living foundation. Nothing lost, everything alive.

Pro$1,000/mo

A brand-new 100% custom design, engineered to rank from line one.

Explore Living Sites

Keeping your site?

Attract runs on it — $500/mo

The same agent, installed next to the site you have. It publishes blog posts and landing pages in your voice — and when the site itself becomes the bottleneck, the clone brings everything over with no SEO equity lost.

Explore Attract

+ Convert

Add-on · $250/mo

Turns the traffic the agent wins into booked meetings — it reveals who's visiting, scores them against your ideal client, and drafts the outreach.

Explore Convert

Who it’s for

Built for advisors — and the platforms that serve them.

Advisory firms

Solo advisors & small firms

Compete with firms 10× your size. We build and run the whole engine — you approve from your phone.

Growing & mid-size RIAs

Scale personalized prospecting across every advisor — without adding headcount.

Enterprise & large RIAs

Role-based approvals, audit trails and brand control across every office.

Platforms that serve advisors

Aggregators

Give every advisor you onboard a site that ranks on day one.

TAMPs

Add organic growth to your platform — a differentiator your advisors can’t get anywhere else.

Marketing firms

Deploy Living Sites across your whole book of clients. White-label-ready, one dashboard.

Deploy across your roster — become a partner

Frequently Asked Questions

Still have questions?

Contact Support

Stop paying for a poster that doesn’t rank.

Your current site was built once and forgotten. A Living Site gets stronger every week. See exactly what yours is leaving on the table — free.

No upfront fees. No onboarding fees. Ever.

Your website should be alive.

Built for advisors · 30,000+ sites audited · Compliance built in

A Living Site never stops.

There’s an SEO + AEO agent living inside it, 24/7. New pages get drafted. Old pages get refreshed. Rankings climb. All behind compliance review — and your one-click approval.

247

pages live

rankings up

24/7

monitoring

Live activity

Ranking up

2m ago

“retirement planning austin” moved #14 → #6

New page published

18m ago

Estate Planning for Military Families

Content refreshed

1h ago

Updated stats on Roth IRA Conversion FAQ

Opportunity found

2h ago

“fee-only advisor cedar park” — no competitors

Ranking up

3h ago

“financial advisor round rock” moved #22 → #11

New page published

4h ago

Fee-Only vs Commission Advisors Comparison

Compliance approved

5h ago

3 pages passed SEC marketing rule review

Opportunity found

6h ago

“social security timing strategies” — low difficulty

Content refreshed

8h ago

Updated 401(k) rollover limits for 2026

Ranking up

12h ago

“wealth manager near me” moved #31 → #18

New page published

14h ago

Roth Conversion Calculator — Tax Impact

Compliance approved

16h ago

5 service pages cleared FINRA Rule 2210 review

Ranking up

2m ago

“retirement planning austin” moved #14 → #6

New page published

18m ago

Estate Planning for Military Families

Content refreshed

1h ago

Updated stats on Roth IRA Conversion FAQ

Opportunity found

2h ago

“fee-only advisor cedar park” — no competitors

Ranking up

3h ago

“financial advisor round rock” moved #22 → #11

New page published

4h ago

Fee-Only vs Commission Advisors Comparison

Compliance approved

5h ago

3 pages passed SEC marketing rule review

Opportunity found

6h ago

“social security timing strategies” — low difficulty

Content refreshed

8h ago

Updated 401(k) rollover limits for 2026

Ranking up

12h ago

“wealth manager near me” moved #31 → #18

New page published

14h ago

Roth Conversion Calculator — Tax Impact

Compliance approved

16h ago

5 service pages cleared FINRA Rule 2210 review

Watch

Tracks your rankings across Google, ChatGPT, Claude, Perplexity and Gemini — plus your competitors and site health — every minute.

Write

Drafts the pages you’re missing and refreshes the ones slipping — in your firm’s voice, built around your ideal client.

Approve

Nothing goes live until you tap approve. Every page is SEC + FINRA reviewed first.