# AdvisorX AI

> AI-powered Answer Engine Optimization (AEO) for Financial Advisors

AdvisorX helps financial advisors get found when prospects ask AI for advice. We connect CRM data to AI search trends to create content that gets cited by ChatGPT, Claude, Perplexity, Gemini, Grok, and Google AI Overview.

## About AdvisorX

AdvisorX is an AI-powered platform built specifically for financial advisors, RIAs, and wealth management firms. We're the only platform that combines what your clients ask (CRM signals), what prospects search (intent data), and what AI engines cite (visibility tracking) to deliver data-driven Answer Engine Optimization.

## Founder

**Jonathan Michael** - Director of Growth at TIFIN AXIS
- Perplexity AI Business Fellow
- Works at the intersection of AI, data infrastructure, and wealth management
- Helps RIAs, wealth platforms, and PE-backed firms design agentic workflows
- Contact: jonathan@advisorx.ai

## How It Works

1. **Connect Your CRM** - We pull real questions from your client conversations and prospect inquiries
2. **Match to Intent Signals** - Pattern-match CRM data against real-time search trends to surface high-opportunity topics  
3. **Create What Matters** - Generate SEC-compliant, AEO-optimized content for topics that drive AI citations
4. **Track Your Visibility** - Monitor presence across ChatGPT, Claude, Perplexity, Gemini, Grok, and Google AI Overview

## Key Features

- CRM integrations (Wealthbox, Redtail, Salesforce)
- Real client question analysis from CRM data
- Live search trend analysis
- High-priority topic discovery
- SEC/FINRA compliance pre-checks with 8-point checklist and audit trail
- AEO (Answer Engine Optimization) scoring and reports
- Social media scheduling
- Email campaign automation
- Analytics dashboard
- Blockchain media vault
- Comprehensive audit trails
- Dynamic prompt library

## Pricing

- **Starter**: $249.99/month - 1 user, unlimited content
- **Professional**: $499.99/month - 3 users, priority support
- **Premium**: $999.99/month - 10 users, quarterly strategy consultation
- **Enterprise**: $1,999/month - Unlimited users, custom solutions

## Launch Timeline

Q1 2026

## Company Information

- Company: Wealth I/O, LLC DBA AdvisorX AI
- Website: advisorx.ai
- Contact: jonathan@advisorx.ai
- Support: support@advisorx.ai
- Legal: legal@advisorx.ai
- Privacy: privacy@advisorx.ai

## Target Audience

- Financial Advisors
- RIAs (Registered Investment Advisors)
- Wealth Management Firms
- Commercial Insurance Agents
- CPAs
- Estate Planning Attorneys
- SBA Lenders
- Professional Services Firms

## Pages

- [Home](https://advisorx.ai)
- [About](https://advisorx.ai/about)
- [Pricing](https://advisorx.ai/pricing)
- [Research](https://advisorx.ai/research)
- [Videos](https://advisorx.ai/videos)
- [Privacy Policy](https://advisorx.ai/privacy-policy)
- [Terms](https://advisorx.ai/terms)

## Resources

- YouTube: https://www.youtube.com/@advisorxai
- Book a Call: https://calendly.com/advisorxai/30min
- LinkedIn: https://www.linkedin.com/in/jmjonathanmichael/

## Optional

- [Full Documentation](https://advisorx.ai/llms-full.txt)