A founder with $12M in restricted stock vesting over four years, $3M in liquid assets, two homes, and a brand-new family trust lands on your site at 9pm. They want to know if you handle concentrated-stock diversification (10b5-1 plans, exchange funds, qualified small business stock), whether your minimum is $5M or $10M, who on your team specializes in pre-IPO wealth events, and how trust administration fees stack on top of AUM. Your contact form requests a phone number and books a discovery call eight days out. A competitor publishes minimums and offers a same-week call.

SleekAI maps your service menu as a CPT in wp_posts, with minimum threshold ($5M private wealth, $25M family office) in postmeta, AUM tiers, trust administration fees, and a relationship link from each service to advisor bios. Specializations (concentrated stock, exit planning, multi-generational, private equity allocations) live as a taxonomy on advisor posts. The bot quotes your minimums, walks through 10b5-1 versus exchange fund tradeoffs at the playbook level, identifies the advisor most relevant to the prospect's situation, and offers a Calendly link to that specific advisor.

Generic chatbots fall apart here because they cannot read your tier minimums, cannot resolve which advisor on your team has done eight pre-IPO concentrated-stock unwinds, and cannot quote a trust administration fee structure that stacks on AUM. They reply with broad financial-planning platitudes that signal you are not actually a wealth firm. SleekAI grounds every reply in your service menu and advisor roster, so the HNW prospect feels they have already met the right person before the call.

A founder navigating a pre-IPO event is comparing wealth firms on a different axis than a $1M rollover IRA prospect. They want to feel that the firm has done this exact playbook before, that the right specialist exists on the team, and that the fee stack is transparent including trust administration and any outsourced trustee relationship. The firm that signals that depth in the first interaction wins the engagement.

SleekAI turns your existing service catalog, advisor roster, and playbook library into the answer engine. Minimums live in postmeta. Specializations live in a taxonomy.

Each advisor is a post with prior-engagement counts. The bot matches a pre-IPO founder to the advisor with the right exit experience and quotes the trust administration fee that stacks on AUM. The compliance story matters because the SEC marketing rule restricts how RIAs may present performance and testimonials.

The bot is configured to never quote returns, never make forward-looking statements, and never describe testimonials. Process, fees, and advisor experience are fair game; performance is not. The chat log is fully retained for Rule 204-2.

The first quarter after rollout, most wealth firms see HNW intro-call quality improve sharply because the prospects who book have already been matched to the right specialist and have already accepted the fee structure. Below-minimum prospects get a polite redirect, so senior advisors no longer burn calendar time on conversations that should have ended in the contact form.