Finance & Wealth Management
BrokerCheck, FINRA, and SEC disclosures are now SERP-permanent. We make them context-permanent.
Regulatory transparency in finance is a public good — and a permanent SERP feature. The work isn't burying disclosures (we won't and can't); the work is providing context, current narrative, and authored owned-and-earned content that ranks alongside.
Five pressure points unique to finance & wealth management.
BrokerCheck SERP drift
Old disclosures dominating branded search beneath the BrokerCheck pinning.
Wealth manager AUM erosion
Mid-cycle rollover decisions made on the first SERP, not after a meeting.
Family-office privacy
UHNW family identification through data brokers and leaked donor / philanthropy lists.
Crisis-PR for regulatory enforcement
Even closed cases become Googleable for life — context strategy is a 10-year game.
Wikipedia framing
Founder Wikipedia pages weighted toward enforcement history with no current-practice context.
The disciplines we typically run for finance & wealth management clients.
Online Reputation Repair
Reclaim the first page of your name with content that survives Google's quality raters and AI summaries.
Read protocol Atlas ProtocolWikipedia Management
COI-compliant Wikipedia work that survives admin review — because if your page reverts, you lose more than the edit.
Read protocol Composite Defense ProtocolPersonal Brand Protection
Founders, executives, athletes, principals — the perimeter around your name, your face, your voice, and your home address.
Read protocol Rapid Response ProtocolCrisis PR & Rapid Response
Six-hour SLA. Senior counsel, holding statement, media tree, takedown legal — by the time the story breaks, the response is already moving.
Read protocolBoutique RIA reclaims branded search after BrokerCheck spillover article.
A 2018 BrokerCheck note was being weaponized as a 'fact' in cold-call comparison sheets. The Atlas Protocol moved the negative article from position 2 to position 11 over 5 months. Internal AUM-rollover analytics attributed roughly $3.2M in retained AUM to the SERP shift.
See all case studiesThe first six hours decide the next five years.
One short call. Walk away with a printed defense plan — whether or not you ever sign with us.