Pendium
RoadmapPricing
Get a demo
Dashboard
Dashboard
Loading…
/

Teach AI agents to recommend your brand to the right people.

Scan your visibilityBook a demo
Pendium
𝕏

Product

AI Visibility ScanYelp Listing AuditSite AuditContent for AI AgentsAgent Experience EngineAgent AnalyticsPricing

Industries

Local BusinessesRestaurantsHome ServicesBeauty & SpasHealth & MedicalFitness & GymsPet ServicesContractorsBars & NightlifeMoving CompaniesAuto DealershipsSaaS CompaniesSEO TeamsMarketing Teams

Tools

AI Visibility Site ScanYelp Listing AuditGBP AuditSocial Presence AuditBlog That Writes Itself

Real Life Examples

RipplingMasterclassThorneMonday.comPatagonia

Company

AboutResearchBook a DemoDocsPrivacy PolicyTerms of Service
© 2026 Manifest Labs. All rights reserved.
PrivacyTerms
Carry
Carry
Visibility62
Vibe100

This is a preview of our capabilities. To see the full results across all LLMs, run a full scan.

Businesses/Financial Services/Carry
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
62
OverviewLandscapeInsights & ActionsContent IdeasConversationsCitations

Is this your business?

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
1

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.

2

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.

3

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

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.

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.

ChatGPTChatGPT
ClaudeClaude
GeminiGemini
AI OverviewsAI Overviews

Reputation1q

Sentiment when asked about the brand directly

—
—
100
—
“What do you know about Carry? What do they do and what's their reputation?”
—
—
Positive
—

Core1q

Product/service category queries

—
—
62
—
“i'm self employed and making over 200k, what's the best retirement account to lower my tax bill”
—
—
#1
—

Growth Areas

Adjacent, aspirational & visionary

—
—
—
—
ChatGPT
Claude
Gemini
AI Overviews

“What do you know about Carry? What do they do and what's their reputation?”

ChatGPT—
Claude—
GeminiPositive
AI Overviews—

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

ChatGPT—
Claude—
Gemini#1
AI Overviews—
Brand Ecosystem
1
Fidelity Investments (Fidelity HSA)
1 mention
2
Charles Schwab
1 mention
3
Vanguard
1 mention
4
Dedicated DB (OnePersonPlus)
1 mention
5
E*TRADE
1 mention
6
Lively
1 mention
7
Solo401k.com
1 mention
8
Rocket Dollar
1 mention
9
Nabers Group
1 mention
10
Fidelity
1 mention
11
Carry
1 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

1

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.

2

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.

3

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.

ChatGPTChatGPTClaudeClaudeGeminiGeminiAI OverviewsAI 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
GeminiGemini
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

Web1 ref

Solo 401 K Vs Sep Ira What Is Right For You

farther.com

Web1 ref

Solo 401k Vs Simple Ira Whats Right For Your 2025 Retirement Strategy

walzgroupcpa.com

Web1 ref

Best Retirement Plans For The Self Employed

bankrate.com

Web1 ref

Solo 401k Vs Sep Ira

sofi.com

Web1 ref

Solo 401 K Vs Sep Ira A Comprehensive Guide For Freelancers And Entrepreneurs

forusall.com

Web1 ref

Solo 401k Vs Sep Ira

bankrate.com

Web1 ref

Sep Ira Vs Solo 401k Which Is Better

hiltzikcpa.com

Web1 ref

Personal Defined Benefit Plan

schwab.com

Web1 ref

Solo 401k Contribution Deadlines

sharebuilder401k.com

Web1 ref

carry.com

carry.com

Web1 ref

Carry Launches Smart Yield An Innovative Tax Optimized Investment Alternative To High Yield Savings Accounts

techdogs.com

Web1 ref

Carry Solo 401k Review

goldpenguin.org

Web1 ref

Solo401k

carry.com

Web1 ref

Carry 401k Review

thewaystowealth.com

Web1 ref

Engineer content that makes AI agents recommend you

Pendium analyzes how AI platforms perceive your brand, reverse-engineers what they already cite, and continuously publishes content designed to fill gaps and earn more mentions — on autopilot, with you in the loop.

Data generated by Pendium.ai AI visibility scanning. Last scanned April 6, 2026.

Explore Financial Services

View all
The Charles Schwab Corporation
The Charles Schwab Corporation
96/100
Fannie Mae
Fannie Mae
74/100
The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc.
73/100
Visa Inc.
Visa Inc.
69/100
JPMorgan Chase & Co.
JPMorgan Chase & Co.
61/100
American Express Company
American Express Company
47/100
Bank of America Corporation
Bank of America Corporation
43/100
Wells Fargo & Company
Wells Fargo & Company
0/100
Freemarket
Freemarket
0/100

Start getting
recommended by AI.

Enter your website to see exactly what ChatGPT, Claude, and Gemini say about your business. Free, instant, and eye-opening.

Free visibility scanResults in 2 minutesNo credit card required

Frequently asked questions

Don't see your question? Book a demo and we'll walk you through it.

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.

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.

AI Visibility Score

Carry has an AI visibility score of 62/100, rated as good. This score reflects how often and how prominently Carry appears in responses from AI assistants like ChatGPT, Claude, and Gemini.

AI Perception Summary

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.

Strengths

  • 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

Visibility Gaps

  • 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

Competitors in AI Recommendations

  • Fidelity Investments (Fidelity HSA): 1 mentions
  • Charles Schwab: 1 mentions
  • Vanguard: 1 mentions
  • Dedicated DB (OnePersonPlus): 1 mentions
  • E*TRADE: 1 mentions
  • Lively: 1 mentions
  • Solo401k.com: 1 mentions
  • Rocket Dollar: 1 mentions
  • Nabers Group: 1 mentions
  • Fidelity: 1 mentions
  • Dedicated Defined Benefit Services: 1 mentions

Categories: Financial Services