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, and doesn't require a 12-month contract.

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.

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 Attract — the first AI SEO agent built for financial advisors. Introducing Attract for financial advisors. Watch the teaser

The Organic Growth Platform for Financial Advisors

Get Found. Get Meetings. Keep Growing.

Right now, prospects in your city are searching for a financial advisor. They're asking Google. They're asking ChatGPT. And they're finding someone else. WealthReach fixes that.

Book a Demo

Two Engines. One Platform.

From Invisible to Fully Booked

Get ranked on Google, ChatGPT, Claude, and Perplexity with Attract — our AI SEO agent that works 24/7. When prospects land on your site, Convert reveals who they are, crafts personalized outreach, and gets the meeting booked.

Engine 1

Attract

Get found everywhere prospects search

An AI agent that builds SEO-optimized pages, targets Google and AI search engines, and monitors your rankings 24/7. Compliance-reviewed. No agency needed.

Then it keeps working. Tracking rankings, refreshing content, finding new opportunities every week.

78%

of advisors miss SEO

14.6%

organic close rate

lowest acquisition cost

Learn about Attract

Engine 2

Convert

From anonymous visitor to booked meeting

Attract brought them to your site. But who are they? Convert reveals their name, contact info, and net worth — then reaches out before they disappear.

40%

visitors identified

260M+

verified contacts

7,000+

intent topics

Learn about Convert

Sarah Chen

visited your site

2m ago

Michael Johnson

visited your site

5m ago

Emma Rodriguez

visited your site

10m ago

David Kim

visited your site

15m ago

Olivia Thompson

visited your site

23m ago

James Wilson

visited your site

1h ago

Sophia Martinez

visited your site

2h ago

Benjamin Taylor

visited your site

3h ago

Sarah Chen

visited your site

2m ago

Michael Johnson

visited your site

5m ago

Emma Rodriguez

visited your site

10m ago

David Kim

visited your site

15m ago

Olivia Thompson

visited your site

23m ago

James Wilson

visited your site

1h ago

Sophia Martinez

visited your site

2h ago

Benjamin Taylor

visited your site

3h ago

Sarah Chen

visited your site

2m ago

Michael Johnson

visited your site

5m ago

Emma Rodriguez

visited your site

10m ago

David Kim

visited your site

15m ago

Olivia Thompson

visited your site

23m ago

James Wilson

visited your site

1h ago

Sophia Martinez

visited your site

2h ago

Benjamin Taylor

visited your site

3h ago

Why Advisors Switch

Five Unfair Advantages

Your search presence gets stronger every week

Attract builds SEO-optimized pages, monitors rankings, and finds new opportunities on autopilot. The longer it runs, the harder you are to outrank.

40% of your visitors have names

You're just not seeing them yet. Convert identifies anonymous website visitors with verified contact info, wealth data, and a readiness score.

Find buyers before they find your competitors

Track 7,000+ intent topics to see who's researching financial planning across the web right now — with verified contact details attached.

Attract

Identify

Outreach

Booked

Attract is getting your pages ranked

pages live

page 1 rankings

24/7

monitoring

RankKeywordTrafficChange

Every email reads like you spent 20 minutes on it

AI deep-researches each prospect and crafts completely custom email and LinkedIn sequences. Not templates. Not mail merge. Real personalization.

SEC and FINRA compliance baked in

Automated compliance review on content. FINRA-aware outreach with audit trails, send limits, and opt-out handling.

Who It's For

Built for Every Type of Advisory Firm

Solo Advisors

Punch above your weight

Get the search presence of a large firm and the prospecting power of a full BD team — without hiring either. WealthReach replaces your agency, your VA, and your spreadsheet.

SEO on autopilot with Attract
AI-powered outreach with Convert
No team required

Growing RIAs

Scale growth without scaling headcount

One platform handles search visibility, visitor identification, intent tracking, and outreach — with compliance controls your CCO will love.

Attract + Convert work together
Multi-advisor support
Team inbox with AI triage

Enterprise Firms

Organic growth infrastructure for every office

Roll out search visibility and prospecting across your entire firm with dedicated support, organization-level controls, and managed service options.

Dedicated rollout support
Organization-level compliance
Run It With You option

Book a Personalized Demo

FAQs

Frequently Asked Questions

Everything you need to know about Attract and Convert.

Book a Demo

Attract — AI-Powered SEO

Convert — Prospect Intelligence & Outreach

Stop Losing Prospects to Advisors
Who Showed Up First

Get found on every search. Convert every visitor. Grow on autopilot.

Book a Demo See Pricing

The first end-to-end organic growth platform for financial advisors. Get found. Get meetings.

Get Started

Product

Attract Convert Pricing

Company

Blog Partnerships Investors Press

Legal

Frequently Asked Questions

Everything you need to know about Attract and Convert.

Attract — AI-Powered SEO

Convert — Prospect Intelligence & Outreach

Get Found. Get Meetings. Keep Growing.

Right now, prospects in your city are searching for a financial advisor. They're asking Google. They're asking ChatGPT. And they're finding someone else. WealthReach fixes that.

From Invisible to Fully Booked

Attract

Convert

Enriching Profiles...

Selecting high-priority prospect...

Jennifer Martinez

Five Unfair Advantages

Your search presence gets stronger every week

40% of your visitors have names

Find buyers before they find your competitors

Every email reads like you spent 20 minutes on it

SEC and FINRA compliance baked in

Built for Every Type of Advisory Firm

Punch above your weight

Scale growth without scaling headcount

Organic growth infrastructure for every office

Frequently Asked Questions

Stop Losing Prospects to Advisors
Who Showed Up First

Get Found. Get Meetings. Keep Growing.

Right now, prospects in your city are searching for a financial advisor. They're asking Google. They're asking ChatGPT. And they're finding someone else. WealthReach fixes that.

From Invisible to Fully Booked

Attract

Convert

Enriching Profiles...

Selecting high-priority prospect...

Jennifer Martinez

Five Unfair Advantages

Your search presence gets stronger every week

40% of your visitors have names

Find buyers before they find your competitors

Every email reads like you spent 20 minutes on it

SEC and FINRA compliance baked in

Built for Every Type of Advisory Firm

Punch above your weight

Scale growth without scaling headcount

Organic growth infrastructure for every office

Frequently Asked Questions

Stop Losing Prospects to Advisors
Who Showed Up First

Get Found. Get Meetings. Keep Growing.

Right now, prospects in your city are searching for a financial advisor. They're asking Google. They're asking ChatGPT. And they're finding someone else. WealthReach fixes that.

From Invisible to Fully Booked

Attract

Convert

Enriching Profiles...

Selecting high-priority prospect...

Jennifer Martinez

Five Unfair Advantages

Your search presence gets stronger every week

40% of your visitors have names

Find buyers before they find your competitors

Every email reads like you spent 20 minutes on it

SEC and FINRA compliance baked in

Built for Every Type of Advisory Firm

Punch above your weight

Scale growth without scaling headcount

Organic growth infrastructure for every office

Frequently Asked Questions

Stop Losing Prospects to Advisors Who Showed Up First

Get Found. Get Meetings. Keep Growing.

Right now, prospects in your city are searching for a financial advisor. They're asking Google. They're asking ChatGPT. And they're finding someone else. WealthReach fixes that.

From Invisible to Fully Booked

Attract

Convert

Enriching Profiles...

Selecting high-priority prospect...

Jennifer Martinez

Five Unfair Advantages

Your search presence gets stronger every week

40% of your visitors have names

Find buyers before they find your competitors

Every email reads like you spent 20 minutes on it

SEC and FINRA compliance baked in

Built for Every Type of Advisory Firm

Punch above your weight

Scale growth without scaling headcount

Organic growth infrastructure for every office

Frequently Asked Questions

Stop Losing Prospects to Advisors Who Showed Up First

Stop Losing Prospects to Advisors
Who Showed Up First

Stop Losing Prospects to Advisors
Who Showed Up First