Your clients are searching differently now. We help you keep up.
Something changed in 2024. Millions of people stopped typing into Google and started asking ChatGPT, Claude, and Perplexity for recommendations instead. “Who is the best financial adviser in my area?” “Pension transfer specialist near me.” “Can you recommend a wealth manager in Surrey?”
The problem? Most IFA firms have no idea whether AI mentions them or not. You could be spending thousands on Google Ads and VouchedFor listings while being completely absent from the fastest-growing discovery channel in the country.
We built presenzia to give wealth managers and financial advisers that answer. We test over 120 wealth-specific prompts across four major AI platforms and measure exactly how visible your firm is. You get a scored audit, a breakdown by platform, a list of competitors being recommended instead of you, and a prioritised action plan to fix it.
No jargon, no fluff, no long-term contracts. Just a clear picture of where your firm stands in AI search and exactly what to do about it.
presenzia.ai was founded by finance and technology specialists with more than a decade of experience in digital strategy at some of the world's leading fintech and tech companies. Colleagues in financial advisory kept asking us how to get found by AI search, and we realised nobody was solving this problem.
Ketzal LTD, Company No. 14570156, London.
hello@presenzia.ai