New platform helps advisors measure and improve visibility across ChatGPT, Claude, Gemini and Perplexity as client discovery habits shift beyond traditional search

VIRGINIA BEACH, Va.: AdvisorFinder, the modern organic growth platform for financial advisors, today announced the launch of AdvisorFinder Intelligence, a new platform designed to help advisors see and understand exactly how they appear online and how artificial intelligence (AI) platforms represent and recommend them. The solution allows advisors to measure and monitor their visibility when prospects use AI tools or search, and provides a plain-English action plan for how to improve their chances of being surfaced by AI platforms.

AdvisorFinder Intelligence was created as a solution to a challenge discovered by the company's own research into how consumers find financial advisors and how AI platforms recommend them. AdvisorFinder’s inaugural State of Advisor Discovery report documented broad changes in how consumers look for financial advice, with 45% of people searching for an advisor being wealth builders rather than retirees. The findings underscore a changing advisor-discovery landscape where the next generation client is approaching their search for financial advice differently.

“As a former financial advisor, I know how hard it is to grow organically,” said Jason Friedman, co-founder and chief executive officer of AdvisorFinder. “We're giving advisors something they've never had before: visibility into how AI represents their firm and a clear path to improving it. As client discovery evolves, advisors deserve to know if, and how, they're showing up where the next generation of clients are searching.”

Advisors who use AdvisorFinder Intelligence receive a Digital Presence Report that includes a letter grade for search visibility, website health, online credibility and local presence. Advisors also receive a prioritized action plan to strengthen their online presence. AdvisorFinder also maintains an AEO Leaderboard, ranking the top 300 advisory firms based on their visibility across leading AI platforms.

“We spend a lot of time thinking about how people find and ultimately trust us, but we had no visibility into what happened when someone asked AI for retirement help,” said Tyler End, chief executive officer at Retirable.com. “That is a meaningful blind spot as more and more people start their search there. Understanding how our firm shows up, and whether it reflects the expertise and trust we have worked to build, is becoming an important part of how we think about organic growth.”

AdvisorFinder Intelligence marks the next step in the company's broader effort to understand and shape the future of advisor discovery. With more than 12,400 advisors represented across its platform and network, proprietary consumer research and a growing body of AI-visibility data, AdvisorFinder aims to establish a new standard for how wealth management professionals are discovered and how firms measure their visibility as search behavior evolves.

“What is becoming clear is that AI is changing how prospective clients discover advisors, but knowing that is only part of the equation,” said Michael Hunter, CFP®, MBA, founder and lead advisor at Clearpath Legacy Planning. “AdvisorFinder Intelligence helps me understand where my digital presence is working, where I have opportunities to improve and, most importantly, what I can actually do about it.”

To learn more about AdvisorFinder Intelligence, visit intel.advisorfinder.com.

About AdvisorFinder

AdvisorFinder is the organic growth platform for financial advisors. The company operates AdvisorFinder Marketplace, where consumers research and connect with financial advisors, and AdvisorFinder Intelligence, which helps advisors understand how they appear across AI platforms, including ChatGPT, Claude, Gemini and Perplexity, and what they can do to improve their visibility. Drawing on years of observed consumer search behavior in wealth management, AdvisorFinder is helping shape the future of advisor discovery while making it easier for consumers to find trusted financial advice. For more information, please follow AdvisorFinder on LinkedIn or visit advisorfinder.com.

Fonte: Business Wire