For Financial Advisors & Fintech

Does AI mention your firm when someone asks who to trust with their money?

This is strictly a brand-visibility check — whether your firm's name shows up in an AI answer — never financial advice, a performance claim, or a recommendation of any product. Mentioned reports only what the AI actually said.

What people actually ask

Financial questions AI gets asked daily

These are the shape of questions Mentioned asks on your behalf — real search intent tied to life stage and need, not generic "best financial advisor" prompts.

  • "Best financial advisor for young professionals in Chicago just starting to invest?"
  • "What's a good fee-only fiduciary advisor for someone with a new equity grant to figure out?"
  • "Which budgeting app or fintech tool should a freelancer use to track irregular income?"
Why it matters

Trust decisions are moving to AI-assisted search first

Trust is the entire product, and trust starts with being findable

Nobody hires a financial advisor on a whim — but the research phase increasingly starts with "who's a good advisor for someone in my situation" typed into an AI assistant rather than a directory search. Firms that never come up in that first pass may never make the shortlist.

Niche client fit matters more than "best" broadly

"Fee-only fiduciary for a new equity grant" and "advisor for young professionals starting to invest" are different buyer situations — a firm can be well known in one and invisible in the other. Checking the specific phrasing a real prospective client would use matters more than a single generic query.

This is a visibility check, never advice or a claim

Mentioned never asks the AI to recommend a specific investment, evaluate performance, or give financial guidance — only whether your firm's name appears when someone asks a purely "who should I look into" question. Nothing here touches licensed advice.

Try it with your firm

Same free tool, same 5-question check — enter your firm name and a category like "financial advisor for young professionals in Chicago" or "budgeting app for freelancers."

Run a free check