WealthStep

WealthStep is a fiduciary financial planning and investment advisory platform that combines automated tools with human expertise to help individuals achieve financial independence. The company offers a goal-based ‘Aim>Save>Invest>Spend’ framework, providing accessible guidance, educational resources, and tax-smart investing strategies for both retail users and corporate retirement plan sponsors.

LLM mention score

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count.

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How to get LLM mention data →

// Fetch WealthStep mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "WealthStep",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]