GEO for investment firms
Generative Engine Optimization Services for Investment Firms
Get named when people ask AI for help. Built for Investment Firms.
- 10+years in growth
- 3client markets: UK, US and AU
- 4live websites I run with AI workflows
01 · The short answer
What is generative engine optimization for investment firms?
Generative Engine Optimization Services for Investment Firms mean shaping your pages and online presence so AI tools like ChatGPT and Google AI name your business when people ask for a provider. I work with investment and wealth firms, advisers and fund managers. I plan, run and report in plain English. Pricing depends on your goals, so book a free call.
It is also called answer engine optimization. Every change is cleared by your compliance team first.
02 · The problem
Does this sound like you?
“AI tools describe our firm with old team names and services we no longer offer.”
“When people ask AI tools for specialists in our area, we are rarely named.”
“Our directory profiles are years out of date, and AI tools read them.”
Here’s how I fix that. Accurate, compliant facts about your firm wherever AI tools look, checked every month.
03 · What you get
What you get with GEO for investment firms
Built around one moment: someone asking an AI tool which firms to consider.
01Check
A check of AI answers for the questions clients ask
I ask the questions prospective clients ask in several AI tools and record the answers.
02Rewrite
Answer-first page rewrites
Service and team pages state who you serve and how, clearly and compliantly.
03Facts
Proof and facts AI can quote
Regulatory details, credentials and specialisms set out plainly.
04Profiles
Profiles on sites AI trusts
Directory, regulator and industry profiles made accurate and consistent.
05Track
Monthly tracking
Saved AI answers each month, so you can see what changes.
06Compliance
Compliance-cleared facts everywhere
One approved set of firm facts used across every profile.
04 · How it works
How it works
Four steps, with examples from investment firms.
Free call
We pick the client questions that matter for your firm. You leave with a clear next step.
Phase 01 · Free call30 minutes
Answer check
I record what ChatGPT, Gemini, Perplexity and Google AI say, and their sources.
Phase 02 · Answer checkWeeks 1–2
Fix sources
Pages and profiles get corrected, with every change cleared by compliance.
Phase 03 · Fix sourcesWeeks 3–8
Track
I re-run the questions and report how the answers change.
Phase 04 · TrackEvery month
05 · My approach
How I’d approach it for investment firms
I don’t have an investment-firm GEO case study yet. Here is how I would run it.
- 01
Agree one approved set of firm facts with compliance.
- 02
Record what AI tools say about firms like yours, and which sources they cite.
- 03
Correct your pages and every directory and industry profile to match.
- 04
Re-run the same questions monthly and fix any new errors.
What I’d measure
- Accuracy of facts AI tools state about your firm
- How often AI answers name your firm
- Profiles corrected and kept current
- Qualified enquiries from AI and search
My own work so far: 4 live websites, Claude skills, connectors and workflows (checked 31 Oct 2026). Client case study coming soon.
06 · Why me
Why work with me
I’m Md. Solayman (Rumon). I have worked in growth for over 10 years, in the UK, the US, Australia and Bangladesh.
I have been a Toptal Verified Expert since May 2025 and Upwork Top Rated since December 2022. I also run growth at three companies of my own, so my own money is on the line too.
I test AI answers in my own work every week and build compliance review into every change.
- Toptal Verified Expert
- Upwork Top Rated
- 10+ years in growth
“Growth is never accidental. It is engineered.”
LinkedIn · Upwork · About me · Case studies
07 · Who it’s for
Is this right for you?
Built for investment and wealth firms, advisers and fund managers.
Good fit if…
- Prospective clients research firms before they call.
- Your profiles and pages need correcting.
- Compliance can review changes regularly.
Not the best fit if…
- You want AI tools to say anything about performance.
- You want a promise of AI mentions.
- You want to skip compliance review.
08 · Pricing
How pricing works
The cost depends on how many profiles and pages need work.
What changes the cost
- How many client questions we track
- How many pages need rewriting
- How many directory and industry profiles need correcting
- How your compliance review works
On the free call I run a few client questions live. Then I give you a clear quote.
01
One-off project
A set piece of work with a clear end, such as an audit, a build or a setup.
Book a Free Call02
Monthly
Ongoing work each month, with a review call and a short report.
Book a Free Call03
Part-time lead
I lead this area as part of your team, a set number of days a month.
Book a Free Call
09 · Compare options
Generative Engine Optimization for Investment Firms: me, an agency, or doing it yourself?
| Question | Me | An agency | In-house or DIY |
|---|---|---|---|
| Who does the work | I do, directly. | A team led by an account manager. | You or your team, next to daily work. |
| Compliance | Every change cleared first. | Varies by agency. | Easy to miss. |
| Speed | Quick, with no hand-offs. | Steady, but changes pass through several people. | Depends on the time you can free up. |
| Flexibility | Scale up or down each month. | Often set packages and longer contracts. | Limited by your team’s skills and time. |
10 · FAQs
Questions people ask
It is work to make sure AI tools describe your firm accurately and name it when people ask about firms like yours. I check what the tools say, correct your pages and profiles and track the answers monthly. It is often called GEO or answer engine optimization.
The cost depends on how many client questions we track, how many pages need rewriting and how many profiles need correcting. Compliance review also affects the time needed. Book a free call and I will give you a clear quote in plain terms.
Corrected profiles can change what AI tools say within weeks, though some take longer. Compliance review adds time at the start. I can’t promise when a tool will name your firm. Monthly records show exactly how the answers change over time.
Yes. Wrong facts about a regulated firm are a real risk, not just a missed lead. AI answers may quote old team names, services or regulatory details. So the first job is accuracy, using one approved set of facts, before any work on being named more often.
SEO aims to rank your pages in Google’s results. GEO aims to get your firm described correctly and named inside AI answers. They overlap, because AI tools often use pages that rank. GEO adds more focus on profiles, consistent facts and mentions across the web.
Ask AI tools the questions prospective clients would ask, and note whether your firm appears and how it is described. Do it the same way each month. I run a fixed set of questions in several tools and save every answer, so you can see changes clearly.
I start by agreeing one set of firm facts with compliance. Every page and profile change uses only those facts. Nothing describes performance or reads as personal advice. Changes go to compliance for review before they are made public. Accuracy always comes before reach.
Yes. I involve them from the first week, share every proposed change and keep a record of approvals. That makes reviews quicker over time. Compliance keeps the final say on every word that represents your firm. That record also helps if anyone asks how a fact was approved.
Let’s make sure AI tools get your firm right.
Book a free 30-minute call and leave with a clear next step. I reply within one working day.
Prefer email? Use the contact page.