Coyote Wealth

Show rating breakdown
0 reviews
  • 1 profiles
  • 1 categories
Average star rating
0.0
Serving customers since
2025
Profile Filters

All Products & Services

Product Avatar Image
Coyote Wealth

0 reviews

Coyote Wealth is a directory of vetted accountants, financial advisors, and fractional CFOs across all 50 US states. Clients search and get matched completely free: they compare credentials and fees, read client reviews tied to verified engagements, and take a 90-second matching quiz that routes their profile to up to 3 firms that fit their revenue, industry, and goals. For financial professionals, Coyote Wealth is a membership and lead platform. A paid listing gives a firm its own indexed profile page, written to rank for the searches clients actually type (specialty, city, credentials), with fees, credentials, specialties, and minimums published as structured data so AI assistants such as ChatGPT, Gemini, Perplexity, and Google AI Overviews can read and cite the firm. Members also appear in Coyote Wealth's editorial rankings (rankings are never for sale and do not change whether a firm pays) and can collect and display verified client reviews. A lead on Coyote Wealth is a qualified prospect who either submits a contact form on a firm's profile page or takes the matching quiz and is matched to the firm based on their financial profile and needs. The firm sees the lead's full contact information and financial profile in its dashboard, and a bad-lead credit policy covers leads with clearly fake contact information or that fall obviously outside the firm's stated specialty. Coyote Wealth launched in 2025 and, per its pricing page, has passed 300,000 Google search impressions since launch, grown entirely on organic search with no paid ads. Plans run from $49 to $199 per month with founder pricing held for the life of the membership for early firms; there are no long-term contracts.

Profile Name

Star Rating

0
0
0
0
0

Coyote Wealth Reviews

Review Filters
Profile Name
Star Rating
0
0
0
0
0
There are not enough reviews for Coyote Wealth for G2 to provide buying insight. Try filtering for another product.

About

Contact

HQ Location:
New York, US

Social

What is Coyote Wealth?

Coyote Wealth is a financial services firm that specializes in wealth management and investment advisory. The company focuses on providing tailored financial solutions to individuals and families, helping them achieve their financial goals through personalized strategies. Coyote Wealth emphasizes a client-centric approach, offering services that include financial planning, portfolio management, and retirement planning. The firm is committed to transparency and education, aiming to empower clients with the knowledge needed to make informed financial decisions.

Details

Year Founded
2025
Ownership
3a5219fd958f52927f7b471031886aeb.jpg