What does "AI visibility" mean for my business?

When someone asks ChatGPT, Claude, or Gemini "what is the best..." or "where can I find...", AI gives specific recommendations. AI visibility is a measure of how often — and how positively — these AI platforms mention your business. It's the new version of being on the first page of Google, except now there are no pages — just one answer.

Which AI platforms do you monitor?

Pendium monitors ChatGPT, Claude, Gemini, Grok, Perplexity, DeepSeek, and Google AI Overviews — seven major AI platforms that consumers use to research local services. We run real queries that your customers actually ask and analyze the responses for mentions of your business, competitors, and industry topics.

How does Pendium improve my visibility?

Three ways. First, we identify the exact queries and topics where you're invisible. Second, we generate AI-optimized content — articles, guides, social posts — designed to help AI agents understand your business and recommend your services to the right people. Third, we continuously monitor to track improvement and find new opportunities. Most clients see measurable improvement within 60 days.

How long until I see results?

You'll get your first visibility report within minutes of signing up. Actual visibility improvement varies, but our clients typically see a 47% average improvement within 60 days. Some see results faster — it depends on your current online presence and how competitive your local market is.

Do I need to be technical to use this?

Not at all. Enter your website URL and Pendium handles everything: scanning AI platforms, analyzing your visibility, generating content, and tracking improvement. The dashboard is designed for business owners, not engineers. If you can check your email, you can use Pendium.

What makes this different from SEO?

Traditional SEO optimizes for Google's search rankings — blue links on a results page. AI visibility is different: AI doesn't show links, it gives direct answers. Even if you rank #1 on Google, ChatGPT might recommend a competitor. Pendium optimizes for the new paradigm — making sure AI platforms know about, trust, and recommend your business.

Businesses/Financial Services/Carry

AI Visibility & Sentiment

Carry

Carry is a financial technology platform designed specifically for business owners and self-employed individuals to maximize their wealth through tax-advantaged accounts. It provides a comprehensive suite of tools for setting up Solo 401ks, SEP IRAs, and high-yield cash accounts, integrated with personalized tax strategy and investment options.

Active Monitoring

carry.com

Financial Services

Partial scan

AI Visibility Score

62/100

Good

Sentiment Score

100/100

Score by Priority

How often this business is recommended to users across different types of conversations — from direct product queries to broader open-ended conversations where AI could recommend this company's products and services

core

AI Perception

Key Takeaways

How AI platforms collectively perceive and describe Carry today.

AI agents already recognize Carry as the authoritative authority for high-earning solo entrepreneurs, yet this influence has not fully translated into discovery-based retirement planning queries. By bridging the gap between brand identity and specific financial utility, Carry can capture the high-intent traffic currently defaulting to legacy financial institutions.

Working in your favor

Top-tier brand authority for direct identity queries on Gemini

Strong resonance with tech-forward, high-earning personas

High trust and recognition as a specialized fintech platform for self-employed professionals

Gaps to close

Absence in high-intent discovery queries related to retirement account selection for high earners

Missed association with the comparative landscape where competitors like Fidelity and Schwab currently dominate

Underutilization of Carry's specialized niche expertise in broader financial planning advice

Opportunities

Leverage existing brand trust to position Carry as the definitive answer for tax-advantaged retirement solutions

Capitalize on the preference of tech-savvy personas to dominate emerging discovery queries

Create authoritative, comparative content that frames Carry as a modern alternative to traditional financial incumbents

Highest-Impact Actions

Publish an authoritative series titled 'The Modern Solo 401(k): Why Traditional Retirement Accounts Fall Short for High Earners'

Directly targets the retirement selection gap by providing the specific educational content AI models require to recommend specialized fintech solutions over generalist incumbents.

Develop a 'Carry vs. The Incumbents' comparison guide for self-employed professionals

Positions Carry directly against competitors like Fidelity and Vanguard in the context of discovery queries, making it easier for AI to map the brand to user intent.

Create a series of tactical 'Financial Efficiency' guides tailored for S-Corp owners and high-earning freelancers

Builds depth in the specific categories where Carry is currently recognized, reinforcing its expert status and encouraging AI agents to include the brand in more diverse financial planning queries.

Value Proposition

A modern financial operating system that simplifies complex tax-advantaged retirement accounts and wealth-building strategies for entrepreneurs, offering higher contribution limits and lower fees than traditional banks.

Overview

Mission

To help business owners keep more of what they earn and build long-term wealth through smarter tax and investment strategies.

Products & Services

Solo 401k Plan AdministrationSEP IRA AccountsBusiness High-Yield Cash AccountsTax Planning & Optimization ToolsSelf-Directed Investing Platform

Current State

Visibility Landscape

A high-level view of how Carry performs across AI platforms, broken down by strategic priority level — from core brand queries to growth opportunities.

	ChatGPT	Claude	Gemini	AI Overviews
Reputation1q Brand recognition & direct queries	—	—	97	—
Core1q Product/service category queries	—	—	97	—
Growth Areas Adjacent, aspirational & visionary	—	—	—	—

Competitive Landscape

Fidelity Investments (Fidelity HSA)1 mention

Charles Schwab1 mention

Vanguard1 mention

Dedicated DB (OnePersonPlus)1 mention

E*TRADE1 mention

Lively1 mention

Solo401k.com1 mention

Rocket Dollar1 mention

Nabers Group1 mention

Fidelity1 mention

Carry1 mention

Analysis

Insights & Recommended Actions

What's working, what's not, and specific steps to improve Carry's AI visibility.

Key Findings

Strength

Top-tier brand authority for direct identity queries on Gemini

Strength

Strong resonance with tech-forward, high-earning personas

Strength

High trust and recognition as a specialized fintech platform for self-employed professionals

Recommended Actions

Publish an authoritative series titled 'The Modern Solo 401(k): Why Traditional Retirement Accounts Fall Short for High Earners'

Directly targets the retirement selection gap by providing the specific educational content AI models require to recommend specialized fintech solutions over generalist incumbents.

Develop a 'Carry vs. The Incumbents' comparison guide for self-employed professionals

Positions Carry directly against competitors like Fidelity and Vanguard in the context of discovery queries, making it easier for AI to map the brand to user intent.

Create a series of tactical 'Financial Efficiency' guides tailored for S-Corp owners and high-earning freelancers

Builds depth in the specific categories where Carry is currently recognized, reinforcing its expert status and encouraging AI agents to include the brand in more diverse financial planning queries.

Content Engineering

Content Ideas

Content designed to help AI agents learn about your category and recommend your brand.

Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPT

Claude

Gemini

AI Overviews

Retirement Account Selection(1 query)

“i'm self employed and making over 200k, what's the best retirement account to lower my tax bill”

0/1 platforms mentioned

Core

Gemini

1.Fidelity Investments (Fidelity HSA)

2.Charles Schwab

3.Vanguard

4.Dedicated DB (OnePersonPlus)

5.E*TRADE

+1 more

Source Intelligence

Citations

The sources AI platforms cite when recommending this brand. Pendium reverse-engineers what's already proven to be catnip to AI agents, then engineers content that fills gaps and helps agents do their job — which means more citations for you.

A High Earners Guide To The Solo 401k

irafinancial.com

Carry

Key Takeaways

Visibility Landscape

Insights & Recommended Actions

Content Ideas

Sample Conversations

Citations

Engineer content that makes AI agents recommend you

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