For financial advisors, fintech, and other businesses

When a prospect asks an AI assistant
for a financial advisor,
does it name your firm?

MentionMint runs a free audit across ChatGPT, Claude, and Perplexity to show your 0–100 visibility score, the engines and buyer prompts where your business is named, the competitors found, crawlability context, and the prioritized #1 fix.

Illustrative report shape
— your score

Visibility score from your prompts

Prompt results and competitors found

× Model-by-model mentions across buyer prompts
✓ Crawlability details for your site
× Prioritized next fix based on the result
TOP FIX

The report shows the next fix; every output is generated from your submitted firm and the prompts tested.

Give your assistant a direct line to your AI visibility.

Install the remote plugin once, then ask a compatible assistant to run a public audit, inspect its prompt evidence and engine coverage, or read monitoring status and history when you authorize your Starter or Pro account.

ASSISTANT REQUEST

“Audit Acme Financial and show me the next fix.”

MENTIONMINT RESPONSE

Score 64/100 · ChatGPT, Claude, and Perplexity
Top fix: the prioritized recommendation from the audit.

See whether AI names your firm

The free audit shows the visibility score and the prompts where your financial-advisor firm is named or missed.
Model-by-model visibility
ChatGPT, Claude, and Perplexity results
The report lists competitors found in the same prompts, so you can see who AI names alongside or instead of your firm.
Prompt-level comparison
Competitors are shown as report output
Crawlability details and a prioritized fix turn the answer into an action you can take next.
Actionable result
Crawlability context plus the next fix

Run the free audit first. If the result matters to your firm, monitor the same financial-advisor outcome weekly or daily.

3 AI engines covered: ChatGPT, Claude, and Perplexity
0–100 visibility score for whether your firm is named in tested prompts
13 buyer prompts tested per engine, with prompt-level evidence
#1 prioritized fix informed by competitors and crawlability context

These are product outputs you can inspect in a result, not customer or market outcomes.

From “will AI name us?” to the #1 fix

1

Submit firm and website

Use the free audit form to enter your financial-advisor firm, website, and email. MentionMint runs 13 buyer-style prompts across ChatGPT, Claude, and Perplexity.

2

See the gap

Inspect your 0–100 score, per-engine and prompt results, the competing firms found, and crawlability context from your submitted website.

3

Apply the #1 fix

Apply the highest-priority recommendation, make the change, then re-check the same prospect question to see what changed.

Included: Crawlability context — We indicate whether crawlers such as Google-Extended can fetch your site. Google-Extended is used for crawlability context, not as a fourth audited engine.

The free audit is a one-time snapshot. Want to keep measuring whether AI names your firm? See monitoring plans for weekly Starter checks or daily Pro checks.

Know whether AI names your firm before you monitor it.

When a prospect asks an AI assistant for a financial advisor, the important question is whether your firm appears in the answer. MentionMint tests that question directly, shows the firms competing with you, and points to the next fix.

Buyer-style prompts

See whether your financial-advisor firm is named or missed when a prospect asks AI who to choose across the prompts MentionMint tests.

See who AI names

The result shows the competing firms found in the same prompts, so you can compare your visibility with the names appearing alongside or instead of your firm.

Audit first, monitor next

Start with the free audit and its highest-priority fix. When you have a change worth tracking, Starter checks weekly and Pro checks daily so you can keep measuring the same prospect question.

Answer the prospect question with evidence, then keep watch as the AI answers change.

Answer the prospect question free. Monitor what changes.

Free
$0

One-time financial-advisor audit. No card or signup required.

  • ✓ 0–100 visibility score across 3 engines
  • ✓ Per-engine results across 13 buyer prompts
  • ✓ Top 3 competitor comparison
  • ✓ Crawlability context and the prioritized #1 fix
  • — No ongoing monitoring
Run the free audit
Pro
$49/mo

Daily monitoring for firms tracking whether AI names them and which competitors appear.

  • ✓ Everything in Starter
  • ✓ Daily AI visibility monitoring
  • ✓ 13 tracked prompts
  • ✓ 3 recurring competitors
  • ✓ Fix Checklist, dashboard history, and score trend
  • ✓ Daily email reporting and dashboard run comparison
  • ✓ Authorized plugin monitoring history
Start daily monitoring
Cancel anytime · no annual lock-in
Free financial-advisor audit stays free · no card required
Pro = daily + 3 competitors · Starter = weekly + 1

When a prospect asks AI for a financial advisor, does it name your firm?

Run the free audit to see your 0–100 score, where your firm appears across ChatGPT, Claude, and Perplexity, which competitors are found, your crawlability context, and the #1 fix. When you have a change worth tracking, choose weekly or daily monitoring.

Run the free AI-visibility audit