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Fintech SEOPlanet WealthContent and Outreach Specialist · Nov 2025 — Present

Building an organic growth engine from zero

SEO and AEO for a FINRA-registered equity crowdfunding platform. A full case study and the playbook behind it.

Live referring domains443+475%Up from 77 at the end of March 2026
Live referring domains grew from 77 to 443.77Mar 31269May 31390Jun 30443Jul 20
Domain Rating3.6xDR 5 to 18 in three months
Mar
Apr
May
Jun
Organic position
#4#45
Founder's guide, April to September 2026
⌕ equity crowdfunding
Organic traffic+51%Month over month, while total traffic fell
Site health
95+
Up from the low 60s
Overview

The short version

Planet Wealth is a FINRA-registered equity crowdfunding platform. It helps founders raise capital under Reg CF, Reg A, and Reg D.

I began by writing SEO-optimized copy for the new Planet Wealth website. I also provided design direction to the design team using Lovable. That way, the site was built for search from day one.

In March 2026, I ran a full audit and set the SEO baseline. The domain had almost no authority. It sat at DR 5 with 77 referring domains. Site health was in the low 60s. Paid social brought in more than 84% of all sessions.

RoleI owned content, SEO, and outreach end to end.
ExecutionI ran the audits, keyword research, writing, and link building myself. I worked with the dev team on the technical fixes.
CategoryFintech, under SEC and FINRA rules.

Within three months, Domain Rating grew 3.6x. Live referring domains grew 475%. Site health reached a steady 95+. By July, Google's AI Overview cited one of our blogs next to SEC.gov. By September, our founder's guide ranked on page one for “equity crowdfunding,” above the American Bar Association and ICAEW.

This page covers what I did, in what order, and why. I've written it as a playbook so you can see the whole process step by step, not just the before and after numbers.

The problem

The starting point

A young domain in a regulated category has three problems at once.

  1. 1

    No authority

    Google has little reason to trust a new site over sites that have been around for decades.

  2. 2

    Strong competitors

    Regulators, law firms, accounting bodies, and funded competitors all rank for the same terms.

  3. 3

    Strict compliance

    Content sits under SEC and FINRA rules. A blog cannot promise returns, overstate outcomes, or cite weak sources. Every piece went through compliance review before it went live.

Here is where the site stood at the end of March 2026.

A small site cannot outspend incumbents. It has to out-answer them.

That idea shaped every decision that follows.

Baseline, end of March 2026
MetricValue
Domain Rating5
Live referring domains77
Live backlinks309
Site healthLow 60s
Worldwide ranked keywords14
Share of sessions from organic searchUnder 2%
Nov 2025 to Sep 2026

The timeline

  1. Wrote SEO-optimized copy for the new website. Provided design direction to the design team using Lovable.

  2. Full technical audit. DR 5, 77 referring domains, site health in the low 60s.

  3. Published the first two cluster pillars. Built 40 backlinks to them. Removed spammy URLs from the index. Absorbed a Google core update. DR reached 12.

  4. Published the Reg CF explainer and the pre-launch checklist. Referring domains reached 269.

  5. DR reached 18. Referring domains reached 390. Site health reached 95+. Organic traffic grew while total traffic fell.

  6. Google's AI Overview cited our Reg CF explainer next to SEC.gov. Organic traffic grew 51% month over month. US ranked keywords doubled. Two sales calls came in from organic search.

  7. Deleted landing pages broke links across the site. I flagged the issue to the dev team, and we agreed on a redirect protocol.

  8. The founder's guide reached page one for “equity crowdfunding.”

Scroll sideways to follow each month.
How I did it

The playbook

The plays follow the order I did the work. Open any play to see the data and how to apply it.

1

Build SEO into the website before launchKeyword-led site structure, landing page copy, and design direction.

SEO is cheaper to build in than to bolt on. So I started with the new website itself.

I planned the site structure from keyword research. Each core page targeted a clear search intent, such as raising capital under Reg CF, Reg A, or Reg D. I then wrote the copy for the homepage, solution pages, and landing pages around those terms.

What the copy had to do

  • Pass review
  • Rank
  • Convert founders

I also provided design direction to the design team using Lovable. This kept the design and the copy working toward the same goal. It also meant the site launched with clean page structure instead of needing fixes later.

My design input covered

  • Page layout
  • Heading hierarchy
  • Content blocks
  • Calls to action

How to apply this

  • Bring SEO into the website project before design starts.
  • Map every page to a search intent.
  • Give designers the heading structure and content blocks early, so the layout supports the copy.
2

Audit the foundation after launchSite health from the low 60s to 95+.

Even a well-planned site collects technical issues once it's live. So my next step was the technical layer.

I audited the site, monitored it, and reported every issue to the dev team promptly. We then worked together to get each one fixed.

  • What the audit foundHow it was fixed
  • Canonical and sitemap mismatchesCanonicals corrected and the sitemap aligned
  • Orphan pages that no internal link pointed toOrphan pages linked or removed
  • Spammy URLs indexed and sending junk trafficI removed the spam URLs from the index
  • Unclear heading structureI rewrote the heading tags so each page had a clear H1 and a logical outline, and deployed the fix
  • Weak metadataI rewrote the metadata site-wide, page by page
Site health
MonthScoreChart
Mar 2026Low 60s
Jun 202695+

The site also reached a perfect SEO score of 100 in Google's page audit.

The spam cleanup had a visible cost. Overall traffic fell 46% in April, partly because of the cleanup and partly because of Google's core update. I reported both causes to leadership that month. Cutting junk traffic makes the numbers look worse for a few weeks. It also makes every later number more honest.

How to apply this

  • Audit before you write.
  • Get canonicals, sitemaps, orphan pages, and index bloat fixed first.
  • Report issues to the dev team as soon as you find them, with clear details.
  • Tell leadership in advance that a cleanup can cause a short traffic dip, and explain why.
3

Pick keywords you can actually winTopic clusters, a 40-post calendar, and 10 to 38 ranked keywords.

Most SEO programs chase search volume first. On a DR 5 site, that's the fastest way to publish content nobody sees.

I ran the keyword research. I filtered for terms where the top results were beatable, not only for terms with high volume. Then I grouped them into topic clusters. Each cluster had one pillar page and supporting posts that linked back to it.

Topic clusters

  • Reg CF
  • Reg A
  • Reg D

I also mapped content to the three customer profiles Planet Wealth served. That kept the content tied to the people sales wanted to reach.

Customer profiles

  • Food and beverage founders
  • SaaS founders
  • Energy entrepreneurs

The clusters fed a 40-post content calendar running from July 2026 to January 2027. The “People also ask” questions matter for AEO, which I cover in Play 6.

What each calendar entry carried

Title
The working headline
Content type
Guide, explainer, checklist, or comparison
Primary keyword
The one term the post must win
Secondary keywords
Related terms to cover
Questions
Drawn from Google's “People also ask” results
Worldwide ranked keywords
MonthCountChart
Feb 202610
Mar 202614
Apr 202614
May 202613
Jun 202621
Jul 202638

In the US, ranked keywords doubled from 15 in June to 31 in July.

How to apply this

  • Score keywords on winnability, not volume alone.
  • Build clusters around one pillar each.
  • Write the questions into the brief before anyone starts writing.
4

Write content that compliance can approve and Google can trustFrom position 45 to page one for “equity crowdfunding.”

In fintech, a good blog has to pass two tests.

The search test

It has to answer the searcher's question better than the pages above it.

The compliance test

It has to survive compliance review without losing its point.

I built the content library to do both. The blog work focused on the clusters from Play 3.

The content library

  • Landing pages
  • Long-form articles
  • Company case studies
  • Email sequences
  • Google Business Profile posts

These four posts show how the approach played out.

Blog performance
BlogPublishedResult
What Is Equity Crowdfunding? The Definitive Guide for FoundersApr 2026Position 45 in April. Page one, 4th organic result, for “equity crowdfunding” by September
Equity Crowdfunding vs. Venture Capital: What Founders Actually Give Up With EachApr 2026Position 17
Reg CF (Regulation CF) Explained: The SEC Rule That Makes Equity Crowdfunding LegalMay 2026Position 19, plus a Google AI Overview citation in July
The Equity Crowdfunding Pre-Launch Checklist: 14 Things to Complete Before Your Campaign Goes LiveMay 2026Top 50
Search results for “equity crowdfunding,” 7 September 2026. The founder's guide, at DR 15, ranks above the American Bar Association (DR 90) and ICAEW (DR 83).

For sourcing, I linked only to credible, non-competitor sources. These included regulators, statute text, and reputable law firm analysis. I never repeated an external URL within a post.

I also wrote with an opinion. Regulated content tends to go flat because writers fear saying anything. But flat content gives readers no reason to stay, and no reason to cite it. Each piece made at least one clear argument while staying inside the rules.

How to apply this

  • Treat compliance as a design constraint, not a final gate.
  • Write the argument and the sourcing plan together.
  • Keep a short list of approved source types so reviews move faster.
5

Build authority on purposeReferring domains up 475%, DR from 5 to 18.

A young domain needs links, and it needs them to the right pages. I built them through five channels.

  • HARO and Featured.comExpert quotes placed in publisher articles.
  • Guest postsOutreach to relevant finance and startup publications.
  • PartnershipsCo-marketing with companies in the crowdfunding space, including an introduction between Planet Wealth's CEO and the CEO of KingsCrowd.
  • Community platformsMedium and Quora for early, relevant mentions.
  • Competitor gap analysisFinding sites that linked to competitors but not to us, then pitching them.

I pointed links at specific pages, not only the homepage. The two April pillar posts received 22 and 18 backlinks within weeks of going live. Every blog that received backlinks went on to rank in the top 100.

Live referring domains and backlinks
DateLive backlinksLive referring domainsReferring domains chart
Mar 31, 202630977
May 31, 2026681269
Jun 30, 20261,329390
Jul 20, 20261,696443

Referring domains grew 475% in under four months. Backlinks grew about 5.5x.

Domain Rating
MonthScoreChart
Mar 20265
Apr 202612
May 202613
Jun 202618

June brought a five-point gain, the biggest single-month jump on record. It matched the 45% growth in referring domains that month.

I also watched link quality. At one point, the site picked up a surge of spam backlinks. I checked whether they explained a DR change. They didn't. I then isolated the two real link losses behind the movement and dealt with those.

How to apply this

  • Assign links to pages the way you assign keywords.
  • Mix earned media with outreach so no single channel carries the plan.
  • Check every DR swing before you report it.
6

Write for answer engines, not only search enginesAn AI Overview citation next to SEC.gov.

Buyers now read AI answers before they click anything. So I built AEO into the content from the brief stage.

Each section followed the same pattern. This structure makes a page easy for an AI system to lift and cite.

How each section was built

  1. 1
    A real question as the headingTaken from the “People also ask” questions in the content calendar.
  2. 2
    A direct, plain answerThe definition comes first, in a short answer block.
  3. 3
    Nuance after the answerDetail, context, and exceptions follow.

In July, Google's AI Overview cited our Reg CF explainer for the query “what is reg cf.” It appeared next to SEC.gov, in both the inline citation and the source panel. That's a DR 18 site cited beside the regulator that wrote the rule.

Google AI Overview for “what is reg cf,” 29 July 2026. Planet Wealth's Reg CF explainer appears directly below SEC.gov in the citations, and again in the source panel.

By June, at least three of our pages were getting cited in AI results.

Search performance by page, three months to late August 2026. The Reg CF explainer earned more search impressions than any other page on the site, including the homepage.

I also proposed an entity play. Competitors such as Wefunder and SeedInvest have Wikipedia pages. I drafted one for Planet Wealth, assessed it against Wikipedia's notability guidelines as an approved editor, and planned to route it through compliance first.

How to apply this

  • Put the answer in the first two sentences under each heading.
  • Turn real search questions into headings.
  • Build the brand as an entity, not only as a website.
7

Make the system repeatableCustom Claude skills that encode the SEO process.

One person running content, SEO, and outreach needs a system. So I built a set of custom Claude skills that encode my SEO process.

Custom Claude skills
SkillWhat it does
ahrefs-seo-efficientMaps each research task to the cheapest sequence of Ahrefs calls, so research stays within the credit budget
semrush-seo-efficientDoes the same for Semrush research and ranking checks
content-gap-analyserCompares a topic against the SERP and the sitemap, then decides between a new post and an update
blog-link-optimizerAdds and audits internal and external links on every draft
haro-pitch-writerDrafts expert responses to journalist queries
gbp-post-writerTurns blogs and pages into Google Business Profile posts
case-study-writerResearches a company and produces a case study in the site's page format
planet-wealth-toneApplies the brand voice and style rules to every draft

The rest of the stack

  • Ahrefs
  • Semrush
  • Google Search Console
  • GA4
  • Chrome DevTools
  • HARO
  • Featured.com
  • Zapier

Zapier ran the HARO pipeline, routing queries from Outlook so I could respond quickly. The skills didn't replace judgment. They removed the repetitive setup, so more of my time went to strategy, writing, and outreach.

How to apply this

  • Write down your process before you automate it.
  • Automate the setup, not the decisions.
  • Review every output before it ships.
8

Protect the gainsA broken-link incident and the redirect protocol that followed.

SEO gains can disappear through changes outside your control. Here is what happened in August.

  1. 5 pagesThe team deleted five landing pages on a subdomain.
  2. 32 pagesPages on the main site still linked to them.
  3. 95+ to 84Site health dropped almost overnight.
  4. FixedI found the broken links and reported them to the dev team, who fixed them. I also raised the issue with the CTO.

The rule we agreed on

Before anyone takes a page or URL offline, the tech team tells me first. That gives me time to set up redirects before anything breaks.

How to apply this

  • Agree on a redirect protocol with engineering early.
  • Monitor site health weekly.
  • A single cleanup by another team can undo months of technical work.
9

Report what the numbers meanSeparating organic growth from paid swings.

I sent leadership a monthly SEO work and performance report.

Each report covered

  • Traffic by channel
  • Keyword movement
  • Backlink growth
  • Work done
  • Next month's plan

The reports explained dips, not only wins. Paid social drove most of the site's sessions, so total traffic swung with ad spend. I separated organic performance from those swings.

Total traffic vs organic traffic
MonthTotal trafficOrganic trafficChart
Jun 2026 vs May-15.14%+9.09%
Jul 2026 vs Jun-57.99%+51.02%
Total trafficOrganic traffic

In both months, organic grew while total traffic fell. Organic's share of sessions also rose from 1.69% in May to 2.17% in June. Referral sessions grew 52.73% in June, which reflected the new backlinks.

Estimated organic traffic showed the same direction, climbing every month.

Estimated organic traffic, change vs March 2026
MonthChangeChart
Apr 2026+71%
May 2026+86%
Jun 2026+100%
Jul 2026+105%

I also flagged the harder months honestly. In the quarter from March to June, organic sessions dipped slightly. I explained why.

  • March pages had a fresh optimization boost that faded.
  • The May core update gave no major lift.
  • Demand for the business is seasonally higher in Q1.
  • Competitors shipped new content while we fixed technical issues.

Organic traffic then grew 49% in the first 20 days of July compared with the same period in June.

Local search improved too. From March to June, Google Business Profile interactions rose 41%, and direction requests rose 51%.

How to apply this

  • Separate organic results from paid swings in every report.
  • Explain dips with causes and a plan.
  • Pair session data with ranking data, since the two measure different things.
What changed

The results

  • 3.6xDomain Rating grew in three months, from 5 to 18.
  • +475%Live referring domains grew from 77 to 443, and live backlinks grew about 5.5x.
  • 95+Site health rose from the low 60s, with a perfect SEO score in Google's page audit.
  • +51%Organic traffic grew month over month in July, while total traffic fell.
  • 10 to 38Worldwide ranked keywords grew, and US ranked keywords doubled in a month.
  • AI OverviewGoogle cited our Reg CF explainer for “what is reg cf,” next to SEC.gov.
  • Page oneThe founder's guide reached page one for “equity crowdfunding” at DR 15. It ranked 4th, above the American Bar Association (DR 90) and ICAEW (DR 83).
Business impact

Where the funnel started paying off

  • 2Sales calls from organic search in late July
  • 17K+Search impressions across the top seven pages in three months
  • 8.8KImpressions on the Reg CF explainer alone, the site's top page in search
  • +51%Organic traffic, month over month, in July
  • 2xOrganic traffic again by early September, from the page-one ranking
  • +51%Google Business Profile direction requests, March to June

Traffic and rankings are leading indicators. The real test is whether organic search brings in buyers.

In late July, two sales calls came in from prospects who found Planet Wealth through organic search. One of them had also watched Planet Wealth podcast episodes before reaching out. The organic funnel had started doing its actual job, which is putting qualified founders in front of the sales team.

By early September, organic traffic had roughly doubled again, almost entirely from the page-one ranking for “equity crowdfunding.”

Do your numbers look like Planet Wealth's did in March?

If they do, I can take SEO and AEO off your hands.

I'm a self-starter. I don't need a large team or a detailed brief to get moving. You get one person who plans the work, ships it, and reports on what it earned.

  • SEO and AEO
  • Content strategy
  • Content creation
  • CMS management
  • Design inputs
  • Website and landing page copy
Planet Wealth, March to September 2026
MetricMar 2026Sep 2026
Domain Rating5 18
Referring domains77 443
Site healthLow 60s 95+
Ranked keywords14 38
AI CitationsNone 3+