Audit your digital footprint in 30 seconds. Use our free AI-powered grader to see exactly where you're losing high-net-worth leads.
Works seamlessly with your existing stack
The asset management industry is witnessing a decoupling of digital metrics. While aggregate website traffic to RIA firms has increased by 140% over the last 24 months—driven by content marketing and SEO investments—the rate of qualified lead capture has simultaneously declined.
Our analysis suggests a fundamental specific failure in the "User Journey". High Net Worth (HNW) investors are increasingly researching anonymously. They consume content but refuse to engage with static "Contact Us" forms, creating an Engagement Gap.
Website Traffic vs. Lead Capture (2023-2025)
Source: Golden Door Proprietary Benchmarking Data (N=500)
We audited specific conversion points across 500 firm websites. The data is stark: Static forms (e.g., "Request a Consultation") convert at less than 1.2%.
In contrast, firms utilizing Interactive Utilities (e.g., Tax Efficiency Calculators, Retirement Monte Carlo Simulations, Portfolio Graders) see conversion rates upwards of 18%.
"Value must be given before it is extracted. Anonymity is the currency of the modern prospect."
Calculators respect user anonymity while providing immediate value, establishing trust long before a sales call is requested.
Static "Contact Us" vs. Interactive Calculators
Interactive assets capture 15x more leads on average.
To solve this, Golden Door developed the Digital Maturity Score (DMS). It is not a vanity metric. It is a rigorous stress-test of your digital infrastructure derived from institutional due diligence frameworks.
Evaluation of conversion pathways, hazardous friction points, and CTA efficacy. Are you making it easy for money to find you?
Analysis of time-on-site, bounce rates, and interactive asset utilization. Do prospects stay or do they leave?
Assessment of trust signals, social proof density, and thought leadership positioning. Do you look like an institution?
Technical audit of organic visibility, keyword ranking, and domain authority. Are you building digital equity?
Most firms treat their website as a brochure, not an engine. This oversight bleeds revenue in two ways: Missed Leads and Manual Ops.
For every $100M in AUM, static sites lose ~15% of new organic growth opportunities to tech-forward competitors (Wealthfront, Betterment).
Based on 15% miss rate
Manual Ops & Client Service
Don't believe us? Run a free, instant analysis of your current digital footprint. See exactly where you are losing leads.
Ready to move forward? Schedule a 15-minute alignment call with our team.
Includes 15-minute consultation & free platform demo.
From initial audit to production-ready AI agents. We handle the entire transformation.
We map your existing tools, integrations, and data flows to identify the highest-ROI automation targets.
We design your custom AI agent architecture, including workflow triggers, data pipelines, and safety guardrails.
We build, test, and deploy your first production AI agent, integrated directly into your live systems.
The complete AI implementation for a single high-impact workflow.
For firms ready to modernize their entire operation with AI. Includes ongoing retainer.
Transform your static website into a client acquisition engine that works 24/7.
Custom-built to showcase your unique investment thesis. Prospects spend 5-10 minutes exploring YOUR strategies.
Convert anonymous website traffic into high-intent prospects with integrated lead capture and CRM sync.
Demonstrate your analytical edge with data, not claims. Let prospects experience your investment philosophy firsthand.
See It In Action
This is a real example of the interactive dashboards we build. Imagine prospects spending 5-10 minutes exploring YOUR investment thesis.
Alpha Magnet™ vs. generic calculator widgets.
| Feature | Generic Widget | Alpha Magnet™ |
|---|---|---|
| Custom Branding | ||
| CRM Integration | ||
| Lead Capture | ||
| Models YOUR Thesis | ||
| Native React | Iframe | |
| Analytics & A/B |
We are not a template shop. We are an engineering team that builds production-grade systems.
No iframes. React/Next.js components that live in your codebase.
SOC 2 ready architecture. Data encrypted in transit and at rest.
Two-way sync with Salesforce, HubSpot, Redtail, and Wealthbox.
export const AIAgent = ({ workflow }) => {
const result = useAgent(workflow);
// Auto-sync to CRM
if (result.> threshold) {
CRM.triggerWorkflow('priority_alert');
}
return <Dashboard data={result} />;
}
Everything you need to know about our AI transformation services.
Stop losing sophisticated investors to static websites. Let's build an engine that proves your value, builds trust, and helps you grow your AUM.
No-obligation strategy call • We'll show you a live demo
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