AI automation and visibility for mid-sized companies
AI for Financial Prosperity
Stage
Established
Established
Founded
2020
2018
Based in
US
US
Pricing model
Freemium
Not given
Pricing
Free plan with 2 daily analyses. AI Visibility Starter $29/month (10 daily analyses, 3 queries). AI Visibility Growth $79/month (25 daily analyses, full 6 queries). AI Visibility Autopilot $149/month (50 daily analyses, full 6 queries, weekly re-audit). Services: Free Diagnostic (15 min), Local Star
Not given
Key features
AI citation audit testing what AI models say about your brand in real queries
AI identity files checker for ai.json, llms.txt, robots.txt
AI crawler policy analysis for GPTBot, ClaudeBot, Perplexity
Schema.org markup structured data analysis
Technical SEO audit with canonical URLs and hreflang
Open Graph tags verification for AI sharing
Core Web Vitals and Lighthouse performance scoring
Market intelligence on pain points and decision criteria
AI-powered workflow automation for sales and support
MCP server integration for Claude and Cursor
Agentic Workforce Platforms for wealth, asset management, and insurance
Tax Intelligence and optimization platforms
Workplace to Wealth infrastructure connecting benefits and personal wealth
Distribution Science AI for advisor and investor reach
Magnifi AI search engine for investment discovery
AMP platform for wealth and distribution growth
Coordinated agents with shared context and enforced rules
AI enhances front, middle, and back office operations
What makes it different
Free visibility audit for AI assistants with no card required
Transparent ROI modeling before any automation work is built
Production workflows deployed in 2-4 weeks with team handover
Audits measured on the same frozen prompt set for comparable results
Focus on small to mid-sized companies 10-200 employees
Industry-first agentic operating system for wealth
Unified platform replacing isolated tools across workflows
Mission-driven focus on better wealth outcomes for more people
Trusted partnerships with JP Morgan, Morningstar, Franklin Templeton
Comprehensive coverage of wealth, asset management, and insurance sectors
INITE
TIFIN