WealthTec

WealthTec provides advanced financial, tax, and estate planning software solutions designed for professionals serving mass affluent to ultrahigh-net-worth clients. The company offers the WealthTec Suite and WealthTec PlanXPRT, which combine strategic planning tools with Monte Carlo simulations and detailed estate planning capabilities. Founded by a former Ernst & Young practitioner, WealthTec specializes in technology that enables advisors to deliver high-level tactical and strategic wealth management services.

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