You map their finances. We make sure they find you first.
Asset-Map shows clients their whole financial picture on one page. WealthReach makes sure the right clients always land in your office — with a website that actually ranks on Google and AI search, and prospecting that runs on autopilot. Start with a free audit of your website.
- Built for advisors
- 30,000+ websites audited
- Compliance built in
- No upfront fee, ever
Two platforms. One growth engine.
Asset-Map is the conversation advisors have once a prospect is in the room. WealthReach is what fills the room. Together they cover the full journey: get found, get the meeting, and turn the first meeting into a client with a financial picture they actually understand.
Get Found
Rank on Google and AI search so the right prospects discover you.
Get the Meeting
Identify who's on your site and turn intent into booked meetings.
Get on the Same Page
Map their whole financial picture on one page.
Most advisor websites are invisible. We audited 30,000 to prove it.
Your Asset-Map process is world-class once a prospect sits down. But the average advisor website scores below 50 — buried on Google, invisible to AI search, and leaking 97% of its visitors anonymously. The clients who would love your Asset-Map experience never make it to the meeting.
The site itself
Templated subscription sites that ship identical to thousands of others, or $25K–$50K custom builds that look beautiful and never rank.
The content
Cookie-cutter blog posts identical to the firm down the street, or a $5K–$10K/mo agency producing 4–8 pages that aren't built for advisor compliance.
The visitors
97% of visitors leave without filling out a form. You never knew they came, what they searched, or which were ready to book.
The first step to fixing all three is knowing where you stand. That's what the free audit shows you.
What WealthReach does
One product with an agent inside, plus one add-on — the engine that gets the right prospects to your door.
Living Sites
100% custom advisor websites that actually rank — and keep ranking. Custom copy built around your ideal clients' real problems, the SEO foundation done right (schema, header structure, meta descriptions, location landing pages), all SEC + FINRA reviewed before going live.
Attract — the agent inside
The SEO agent inside every Living Site. Monitors your visibility across Google, ChatGPT, Perplexity, Claude, and Gemini every minute, drafts unique content in your voice when opportunities emerge, and refreshes pages the moment rankings slip — all behind one-click compliance approval.
Convert
Identifies 30–40% of the anonymous visitors who'd otherwise leave by name, title, employer, and estimated net worth; surfaces in-market searchers from a 260M-contact database; and drafts personalized, compliance-checked outreach that books meetings on your calendar.
Where WealthReach stops, Asset-Map starts.
WealthReach gets the right prospect to your website and into your calendar. The moment they book, Asset-Map takes over — the discovery link captures their full financial picture before the meeting even starts, so you walk in already understanding who they are and what matters to them.
- Get found on Google and AI search.
- Identify who's on your site.
- Turn intent into booked meetings.
- A Discovery link that builds clarity before a prospect walks in.
- A one-page financial snapshot that shows them where they stand.
- Visual conversations that give clients the confidence to act.
Advisor-site mockup with an embedded Asset-Map discovery link — coming once Asset-Map sends component assets.
A booked meeting from WealthReach, walking in with an Asset-Map already built. That's the partnership.
Your free site audit
See exactly where your website stands — free.
Enter your website. In about 48 hours we'll show you your score across Google and every major AI platform, what's broken, and exactly how much growth you're leaving on the table. No upfront fee. No onboarding fee. Ever.
Delivered in ~48 hours. Checks 40+ items: schema, header structure, meta descriptions, page speed, AI search visibility, local SEO, and more.
When the foundation is right, the results compound.
One firm launched a Living Site and — just by getting the technical SEO foundation right — went from 4 booked meetings to 22 in the first 30 days, with website traffic climbing from roughly 400 to 1,200 visitors. All organic. No ads.
booked meetings in 30 days
monthly visitors
websites audited
Directional results from a real WealthReach client. Individual results vary.
How it works
Run your free audit
Enter your website. In ~48 hours, get your full score across Google and AI search, plus everything that's broken.
See your custom plan
We walk you through the audit on a short call — what to fix, what it's costing you, and what a Living Site would change.
Go live and grow
Your new Living Site ships with the SEO foundation done right, Attract optimizing it daily, and Convert turning traffic into booked meetings.
Get your free website audit.
Frequently asked questions
Your website's score across Google and every major AI platform (ChatGPT, Perplexity, Claude, Gemini), plus 40+ technical checks — schema, header structure, meta descriptions, page speed, AI search visibility, local SEO, broken links, duplicate content, and more.
No. The audit works on your current site. If a Living Site makes sense, we'll show you exactly why — but the audit comes first, free, with no obligation.
WealthReach gets the right prospects to your site and into your calendar. Asset-Map takes it from there with its discovery link and one-page financial snapshot. We can build your Asset-Map discovery link in as a lead magnet on your WealthReach site.
Yes. Every page and every outreach message is reviewed against SEC + FINRA rules and waits for your one-click approval before going live. Nothing publishes without a human sign-off.
The audit is free with no upfront or onboarding fee. Living Sites start at $1,000 a month, with the Attract agent included. We'll walk you through pricing on your strategy call.
The audit is delivered in about 48 hours. SEO results compound over time, but the foundation is working from day one.
Still have questions?
Book a demoGet your site found. Get your calendar full.
Start with a free audit. We'll show you where you rank across every search engine and AI platform, what's broken on your current site, and exactly what a Living Site would change. No upfront fee. No onboarding fee. Ever.