When a prospect asks ChatGPT who manages wealth for families like theirs in Coral Gables, your firm should be one of the names. We make wealth managers, RIAs, and family offices easy for AI to find, trust, and cite by name, with content your compliance officer can approve.
Aday Interactive, Inc. is an AI growth partner for regulated firms, based at 338 Minorca Avenue in Coral Gables, Florida. We help wealth managers, registered investment advisers, and family offices across Coral Gables and Miami-Dade get found and cited by ChatGPT, Perplexity, and Google AI Overviews, with content built to respect the SEC Marketing Rule. Founder-led by Brandon Aday, we also help wealth firms govern how they use AI. For the full wealth and family office practice, see AI for wealth and family offices.
Prospects now ask AI tools who to trust with their money, and the answer names a few firms. We add structured data for the firm and for each advisor, write answer-first pages for the questions prospects actually ask, and make your facts match across your site, Form ADV, and outside profiles, so AI can read and repeat them correctly. We measure how often you are named and report what changes; no one can guarantee it. How AI platforms choose which wealth firms to cite.
Every page we write for an adviser follows the SEC Marketing Rule (Rule 206(4)-1): no untrue or unsupported claims, and testimonials, endorsements, and performance only with the conditions and disclosures the rule requires. For broker-dealers and dually registered firms, content fits FINRA Rule 2210 and your principal-approval process. Your CCO reviews everything before it goes live.
Visibility work never needs client data. Where a firm uses AI internally, client-identifying and account-level data stay in the firm's own systems, are never used to train a provider's models, and sit behind access controls and audit logs, designed around Regulation S-P and the duty of care and loyalty you owe your clients.
Your advisors are likely already using AI. A Fractional Chief AI Officer retainer gives the firm senior AI judgment every month (Signature from $4,000 a month, Estate from $10,400 a month). The Governance Install, from $12,500, registers and risk-classifies every AI use, names owners, and ends in a ratified Charter and a Trust Binder the principal signs. How the Fractional CAIO works.
Many families who bank and invest through Coral Gables ask in Spanish. We write Spanish pages and FAQs natively, not machine-translated, and mark them up so AI tools can cite your firm in either language. Bilingual delivery, from the first page to the follow-up.
Field note
What ChatGPT, Perplexity, and Gemini look for before they name a wealth manager or family office, and which signals a Coral Gables firm controls.
Read the field noteFinancial Services Notice
Aday Interactive, Inc. is a technology firm, not an investment adviser, broker-dealer, or law firm. Nothing on this page is investment, legal, or compliance advice. Content illustrates the systems Aday Interactive, Inc. builds for wealth management clients; each engagement is scoped and reviewed on its own against the SEC Marketing Rule, FINRA Rule 2210 where it applies, and Regulation S-P. Client firms and their compliance officers remain solely responsible for approving their communications and meeting their regulatory obligations.
Aday Interactive, Inc., at 338 Minorca Avenue in Coral Gables, builds AI search visibility for registered investment advisers, wealth managers, and family offices. We make your firm, your advisors, and your services easy for ChatGPT, Perplexity, and Google AI Overviews to read and cite by name. No one can guarantee how often an AI engine names a firm, so we measure it and report what changes.
Yes. Aday Interactive, Inc. is headquartered in Coral Gables and works with wealth managers, RIAs, multi-family and single-family offices across Coral Gables and Miami-Dade. The work covers structured data for the firm and each advisor, answer-first content for the questions prospects ask, and consistent facts across your website, Form ADV, and outside profiles.
It has to, and we build it that way. Under the SEC Marketing Rule (Rule 206(4)-1), an adviser cannot make untrue or unsubstantiated claims, and testimonials, endorsements, and performance carry specific conditions and disclosures. Aday Interactive, Inc. writes and structures every page for your Coral Gables firm so your chief compliance officer can review it before anything is published.
FINRA Rule 2210 governs a member firm's communications with the public, and it applies to the content itself whether a person or an AI tool drafted it. For dually registered or broker-dealer clients in Coral Gables, Aday Interactive, Inc. keeps content within the firm's approval and recordkeeping process, so a principal reviews it as the rule requires. We do not give legal or compliance advice; your compliance team makes the final call.
Client-identifying and account-level data stay inside the firm's own systems, and nothing is used to train a model provider's models. Aday Interactive, Inc. designs AI work for Coral Gables wealth firms around Regulation S-P and the firm's fiduciary duty to its clients, with access controls and audit logging the CCO can review. Your public visibility work never needs client data at all.
Aday Interactive, Inc. offers a Fractional Chief AI Officer retainer (Signature from $4,000 a month, Estate from $10,400 a month) and a Governance Install from $12,500. The Governance Install ends in a ratified Charter and a Trust Binder that the principal signs. Brandon Aday leads the work from our Coral Gables office.
Yes. Aday Interactive, Inc. delivers in English and Spanish, which matters for the Latin American families who bank and invest through Coral Gables and Brickell. We build Spanish pages and FAQs written natively, not machine-translated, so AI tools can cite your firm when a family asks in Spanish.
Run the free SEC Marketing Rule scan from Aday Interactive, Inc. at adayinteractive.com/wealth-audit. In about a minute it reviews your public marketing pages the way an SEC examiner would and flags Marketing Rule issues, with Florida rules added for Florida firms. It is a starting point for your Coral Gables firm and your compliance team, not a compliance opinion.