AI Visibility for Independent Wealth Management
The lowest score in the Index, in a market where a single relationship can define a year.
Where the shortlist gets decided
These are the shapes of question an assistant is asked in your category. Each one produces a short list of names, and that list is the whole competition.
- “Which independent wealth manager should I consider in Switzerland”
- “What is the difference between a private bank and an independent manager”
- “Who advises entrepreneurs after a liquidity event”
Independent Wealth Management sits at 8 out of 100
Independent managers compete against institutions with far larger marketing budgets, and an assistant does not weigh budget. It weighs clarity and verifiable authority, which is the first channel in a long time where a small firm can be selected on substance.
Minimal web presence by design, often a handful of pages that say very little. It is the deepest gap in the Index, and for the same reason the cheapest to close.
Get cited by AI
Get cited when buyers ask AI
Buyers ask an assistant who to work with and get three names back. If yours is not one of them, the shortlist closed before you knew it existed.
Benchmark competitors
See where you stand against competitors
Before you change anything, it is worth knowing which competitor the model reaches for first, and what it credits them with.
Advertise in AI answers
Reach buyers inside the answer itself
When the assistant answers the question, the click never happens. The place to be present is the answer, not the page after it.
Find out where you stand
When a buyer asks an assistant who to work with, it names two or three companies and moves on. The audit puts the questions your buyers actually ask to all five AI platforms, scores you on the five things a model weighs before it cites anyone, and shows you which competitor is named in your place. You get the gap and the order to close it in, five business days from briefing.