AdvisorFinder, a growth platform built for financial advisors, has introduced a new offering called AdvisorFinder Intelligence, aimed at helping advisors understand and improve how they are represented across artificial intelligence tools.
The platform gives advisors visibility into how they appear when prospective clients turn to AI systems or search engines, pairing that insight with a straightforward action plan for boosting the likelihood of being surfaced by AI platforms.
Advisors using the tool receive a Digital Presence Report, which grades their search visibility, website health, online credibility and local presence, alongside a prioritised list of steps to sharpen their digital footprint. The company also runs an AEO Leaderboard, which ranks the 300 leading advisory firms by how visible they are across major AI platforms.
The launch follows research AdvisorFinder conducted into how consumers seek out financial advice and how AI tools recommend advisors in response. Its first State of Advisor Discovery report found that wealth builders, rather than retirees, made up 45% of people searching for an advisor, pointing to a shift in how a newer generation of clients goes about finding financial guidance.
AdvisorFinder operates a marketplace connecting consumers with financial advisors, alongside the newly launched Intelligence arm, which focuses on AI-platform visibility. The firm says it now represents more than 12,400 advisors across its platform and network, and points to its consumer research and growing body of AI-visibility data as the basis for what it hopes will become a new benchmark for advisor discoverability.
Note: the press release did not provide additional information beyond what has been rewritten above.
AdvisorFinder co-founder and CEO 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.”
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