About Retrevia Advisory
Retrevia Advisory is an advisory and implementation firm that builds and operates Authority to Revenue for founder-led B2B services firms: coaches, speakers, consultants, accountants, and financial and wealth advisors, typically $1M to $5M in revenue. Co-founded in 2026 by Angie Kaminky and Beth Mazza, and based in Chicago and San Francisco.
We built Retrevia because we lived what happens when a firm gets its discoverability right, and we watched what happens when it does not.
At Clermont Partners, we rebuilt a boutique consulting firm around being findable by strangers and giving them a reason to trust us. Inbound grew to half of new business. When Riveron acquired the firm, that engine was part of what the buyer paid for.
What we do
We build and operate the system that makes your expertise findable, trusted, and chosen by buyers who have never heard of you. It answers four questions in order, Known for, Visible, Trusted, Chosen, with AI search visibility, SEO, third-party credibility, and distribution inside it. Explore Authority to Revenue.
We find where AI saves your business real hours across client delivery, marketing, sales, finances, and operations, then build the workflows with your team. You stay in charge, and you own everything we build. Explore AI for ROI.
The team behind Retrevia
Led marketing, SEO, strategy, operations, and partnerships at Clermont Partners through its acquisition by Riveron, where she served as Managing Director. Eight years in consulting, digital strategy, search, and growth systems. Builds and runs the Retrevia system and the AI workflows behind it. Read Angie's full bio.
Co-founded and sold two consulting firms, Ashton Partners (acquired by FTI Consulting) and Clermont Partners (acquired by Riveron). Thirty years advising Fortune 1000 boards and executives. Co-author of Entrepreneur Like a MOTHER (Wiley, 2026). Leads client strategy and positioning at Retrevia. Read Beth's full bio.
Angie and Beth are niece and aunt. Between them they have spent decades building, operating, and exiting professional services firms across boutique, national, and global consultancies.
What makes Retrevia different
We built and sold Clermont Partners. We know what it costs to make the wrong hire, run the wrong strategy, or invest in the wrong channel, because we have done all three.
We work from what you already say to clients on calls and in email, so most of the input already exists. We set the cadence with you at the start, and we keep meetings to the ones that move the work.
Every engagement reports one thing above all else: the share of your new business that does not come from referrals.
Your point of view is your differentiator. Pages, articles, and proof are built from your expertise and reviewed by you.
Pages, structured data, playbooks, prompts, dashboards, and data stay with you if we ever part ways. There is no proprietary system you lose access to.
Who uses Retrevia
Coaches and speakers. Consulting and advisory firms. Accounting, financial advisory, and wealth firms. Typically $1M to $5M in revenue, founder-led or partner-led, where the founders still do the selling.
Eight or more of the last ten clients came from referrals. The founders are the product, and their expertise is not yet written down anywhere a buyer or an AI assistant can find it. The firm does excellent work and is invisible when buyers ask Google, ChatGPT, or Claude who to hire. See who we work with.
How Retrevia works
We show you what AI assistants say about you today, who they name instead, and what to fix first. You get the findings and a clear plan.
We set your market position, build the pages and the proof buyers check, put the distribution in place, and wire up the tracking so every inquiry can be traced to its source.
We run the system and report every month what was sourced, what was influenced, and what brought buyers in, against the one number that matters: the share of new business that does not come from referrals.
Key facts
Questions
Check three places. Your analytics: visits referred from chatgpt.com and claude.ai already show up for most B2B services sites, and clicks from Google AI Overviews are counted inside your Google organic traffic. Your last three clients: ask how they researched you before the first call. Then ask ChatGPT or Claude the question your buyers ask, who the best firms are for their situation, and see whether you appear. That third check is the start of our AI Recommendation Audit.
We build a set of prompts from how your buyers describe their situation, not from your service names, then run it every month across Google, ChatGPT, Claude, and AI Overviews and record whether you are recommended, what is said about you, and who is recommended instead. Alongside that we track inquiries, the sales conversations that started with our work, and the headline number: the share of new business that did not come from referrals.
Most SEO engagements were ranking projects: keywords, posts on a schedule, a report of positions, and no link to whether buyers found you and hired you. We start with what you should be known for in your buyers' words, build the pages and proof that answer their questions, earn the third-party mentions AI assistants trust, and report revenue, not rankings (where your pages show up in Google results). And no, you did not miss the boat. Search moved into AI answers, where most firms have no presence yet.
A few calls, your review of what we produce before it goes out, any content you already have that we can publish or rework, and introductions to whoever holds access to your website, analytics, and profiles. You do not have to write the content. We work from what you already say to clients and our writing team develops the rest.
Somewhere right now, your ideal buyer is asking Google, ChatGPT, or Claude who to hire and getting a list that does not include you. One conversation with us shows you where you appear, where you don't, and what to fix first.