U.S. Self-Directed Investment Custodian
SEO Team Toronto restructured a U.S. self-directed IRA custodian's content around how investors research and compare, growing organic traffic 47%, lifting estimated monthly traffic value by nearly $13,000, and getting it cited by ChatGPT, Perplexity, and Gemini for comparison queries.


The Situation
Self-directed IRAs cover real estate, private funds, crypto, startups, and precious metals. It is information-heavy, trust-sensitive, and bound by compliance rules. Prospects line up several providers and want straight answers on pricing, eligible assets, and setup. The site's visibility on the decision-stage queries did not match the quality of the product, and competitors with deeper libraries were taking the terms that convert.
What we did
We went after the pages and queries closest to revenue first: opening an account, how pricing works, which assets qualify, how to reach a person. We fixed the indexation problems hiding product pages. Then we rebuilt the content around the full decision path, from what is a self-directed IRA up to self-directed IRA fees comparison, and re-did internal linking so a reader moves from learning to acting with less friction. Because investors increasingly ask AI tools to compare options before they ever click a result, we structured the comparison and FAQ content with clear entities and schema so it is eligible to be cited in AI Overviews and answer engines.
Measured Outcomes
+47% (6,600 → 9,700 visits/mo)
+51% ($25,500 → $38,400/mo, Ahrefs)
+75 additional placements
AI Search & Local Visibility
AI visibility: Cited by ChatGPT, Perplexity, Gemini, and Google AI Overviews for self-directed IRA comparison, fees, and eligible-asset questions.
Citations & directories: Entity standardized across financial directories and review platforms so assistants attribute the brand correctly.
PR & authority: 669 referring domains (Ahrefs).
Domain Rating (Ahrefs)
Referring domains
Ranking keywords