Compete with firms 10× your size.
You don't have a marketing department. Now you don't need one. WealthReach builds you a custom site that ranks on Google and AI search, then keeps it working around the clock: new pages, fresh content, identified visitors. You just approve.
Built for advisors · 30,000+ sites audited · No upfront fees
Done for you, not another homework assignment.
Three steps between you and a site that earns its keep.
We build your Living Site
100% custom, written around your ideal clients and your market, not a template shared with thousands of other advisors. SEO and AI-search foundations are built in from line one.
The agent takes over
It tracks your rankings across Google, ChatGPT, Claude, Perplexity and Gemini, drafts new pages for the searches you're missing, and refreshes what slips, every day, in your voice.
You approve
Every page passes SEC + FINRA review first, then waits for your one-click approval. Nothing goes live without you.
What you get
A site that ranks locally
Pages for every service you offer and every town you serve, built to win “financial advisor near me” in your market.
Visibility on AI search
Structured so ChatGPT, Claude, Perplexity and Gemini can cite you when a prospect asks for an advisor recommendation.
Visitors, identified
See who's researching you: up to 40% of anonymous traffic identified, with verified contact details and intent scoring.
Compliance built in
SEC Marketing Rule and FINRA-aware review on every page, with an audit trail your compliance reviewer will actually like.
Common questions
- How much does a Living Site cost for a solo advisor?
- There are no upfront fees and no onboarding fees. You pay a flat monthly subscription. Compare that to $25K–$50K custom builds or $5K–$25K per month SEO agencies. See the pricing page for current plans.
- How much of my time does it take?
- About 30 minutes to onboard, then a few minutes a week approving pages. The agent does the research, writing and monitoring. You make the calls.
- Will I lose my Google rankings if I switch?
- No. We migrate your existing pages, preserve your URLs and redirects, and carry your SEO equity over. The free audit shows you exactly what will carry over before you commit to anything.
- Is the content compliant?
- Every page runs through an SEC Marketing Rule and FINRA-aware compliance scan before you see it. No superlative claims, no fabricated testimonials, and nothing publishes without your approval.
Stop being the best advisor nobody can find.
Paste your URL. See your score. We'll show you exactly what your site is leaving on the table, free.
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