Making a wealth management firm visible
to AI search.

The problem

AI search tools like ChatGPT, Perplexity and Google’s AI Overviews were barely seeing Fintegrity. The site was missing the behind-the-scenes information those tools use to understand and recommend a business.

Some of the firm’s details were out of date or inconsistent across the site, and a previous audit had wrongly concluded that AI tools were blocked from the site altogether.

What we built

• A layer written for machines

  We added structured data (labels search engines and AI tools read) across the site: the firm’s business profile on every location page, FAQs and a verified founder profile.

• One accurate story, everywhere

  We standardized the firm’s name, phone and contact details sitewide, updated outdated information and made sure the site reflects the firm’s nationwide service.

• Proof the door was open

  We confirmed that AI crawlers can reach the site, overturning the earlier audit, and set up Google Analytics, Search Console and Bing so results can be measured.

• Consistent listings off the site

  We audited the directories that list the firm, so its details match wherever people and AI tools find it.

What changed

• The site went from almost no machine-readable structure to a complete, validated foundation that AI tools and Google can read and cite.
• The firm’s information is now consistent and accurate across the site.
• Disproving the “AI is blocked” finding unblocked the whole effort and saved the firm from chasing a problem it didn’t have.
• The firm’s CEO reported the work had already started bringing in new business.