AdvisorFinder, a Virginia Beach-based organic growth platform for financial advisors, has launched AdvisorFinder Intelligence, a platform built to show advisors how they appear online and how artificial intelligence tools portray and recommend them.
The launch responds to findings from AdvisorFinder’s own research into how consumers search for financial advice and how AI platforms make recommendations. The company’s inaugural State of Advisor Discovery report found that 45% of people searching for an advisor were wealth builders rather than retirees, pointing to a shift in how a newer generation of clients seeks financial guidance.
Through the new platform, advisors gain a Digital Presence Report that assigns letter grades across search visibility, website health, online credibility and local presence, alongside a prioritised action plan aimed at strengthening their online footprint. The company also runs an AEO Leaderboard, which ranks the top 300 advisory firms according to how visible they are across major AI platforms.
The launch builds on AdvisorFinder’s wider push to define how advisor discovery will work going forward. The firm says it now represents more than 12,400 advisors across its platform and network, and has built up proprietary consumer research alongside a growing set of data on AI visibility, positioning it to set benchmarks for how wealth management professionals are found as search habits change.
AdvisorFinder co-founder and chief executive officer Jason Friedman said, “As a former financial advisor, I know how hard it is to grow organically.
“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.”
Copyright © 2026 FinTech Global
