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.

Industry
Financial Services (Alternative Investing)
Focus
Content SEO, On-Page SEO, Conversion Path Optimization, AI Search Readiness
+47% Organic Traffic (6 months)
+$12.9K/mo Est. Organic Traffic Value
+75 Additional Top-3 Keyword Rankings
Organic became our best channel
They reorganized our content around how investors actually compare custodians. Within six months, organic was our most efficient channel by a wide margin.
Brian Foster, Head of Growth, Directed IRA

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

Metric
Result
Organic traffic growth (6 months)

+47% (6,600 → 9,700 visits/mo)

Estimated organic traffic value

+51% ($25,500 → $38,400/mo, Ahrefs)

Top-3 keyword rankings

+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).

Third-party verified
Last updated: April 1, 2026
48 
Domain Rating (Ahrefs)
669 
Referring domains
930 
Ranking keywords
Next step:

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