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.

Pricing

Get a demo

Addepar

Visibility63

Vibe98

Businesses/Financial Technology (FinTech)/Addepar

AI Visibility & Sentiment

Addepar

Addepar is a financial technology and data platform that empowers investment professionals with comprehensive portfolio management, data aggregation, and analytics tools. The platform manages approximately $9 trillion in assets and serves wealth managers, family offices, private banks, and institutions across 60+ markets worldwide.

Active Monitoring

addepar.com

Financial Technology (FinTech)Startups

AI Visibility Score

63/100

Good

Sentiment Score

98/100

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 Addepar today.

Addepar has established itself as the undisputed authority for high-net-worth wealth tech, evidenced by its perfect #1 ranking across all platforms for brand trust and category 'vibe checks.' While the brand dominates the Multi-Family Office sector with a staggering 92% visibility rate, a critical vulnerability exists in the Anthropic ecosystem where Claude's 25% mention rate represents a significant blind spot for sophisticated users.

Working in your favor

Absolute dominance in AI Overviews with an average position of 1.8 and 83% visibility across core fintech queries.

Primary authority for the 'Multi-Family Office Managing Director' persona, outperforming all competitors in high-stakes wealth management contexts.

Consistent #1 ranking in 'brand vibe check' queries, indicating a strong, unified brand identity that AI models have clearly synthesized.

Gaps to close

Severely underrepresented on Claude, missing out on high-intent users who prefer Anthropic's reasoning capabilities.

Inconsistent visibility for technical 'Alternative Investment Data Management' workflows, frequently losing ground to competitors or failing to trigger mentions on ChatGPT and Claude.

Mixed sentiment in AI Overviews suggests that while the brand is cited often, the narrative surrounding its platform is not yet fully optimized for positive reinforcement.

Opportunities

Bridge the 'Claude Gap' by identifying and targeting the specific data sources and publications that influence Anthropic's training sets.

Capture the 'Alternative Investment' market by publishing technical documentation and case studies focused on capital call automation and institutional-grade analytics.

Leverage high visibility in AI Overviews to shift 'mixed sentiment' toward 'positive' by seeding high-authority reviews and feature-specific comparison guides.

Highest-Impact Actions

Execute a Claude-specific visibility campaign by seeding technical white papers into key financial repositories.

A 25% mention rate on Claude is the brand's largest platform risk, especially as technical personas move toward models with larger context windows.

Develop and index deep-dive content around 'Capital Call Automation' and 'Alternative Investment workflows.'

The brand is currently being bypassed in technical search strings where users are looking for specific operational efficiencies rather than general platform names.

Implement a sentiment-correction strategy for AI Overviews by updating public-facing FAQs and third-party review profiles.

Despite a #1.8 average position in AIO, the 'mixed sentiment' indicates that the AI is surfacing legacy critiques or competitive comparisons that need modernizing.

Value Proposition

A complete, transformative technology and data platform that simplifies complexity by aggregating all asset types into a single view, enabling smarter investment decisions and superior client outcomes through cutting-edge analytics and reporting.

Overview

Mission

Creating a more transparent financial system where everyone can understand the assets they own, where they're invested, and how they're performing at any given moment.

Products & Services

Portfolio Management & Data Aggregation PlatformPerformance Analytics & Reporting ToolsAlternatives Document Collection & Data ManagementScenario Modeling & ForecastingClient Portal & Investor Experience Solutions

Current State

Visibility Landscape

A high-level view of how Addepar 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	97	97	97
“What do you know about Addepar? What do they do and what's their reputation?”	#1	#1	#1	#1
Core5q Product/service category queries	69	46	68	96
“how can I get a single view of my clients public and private assets without using spreadsheets, what tools should I look at”	#1	#4	#1	#2
“is there a way to automate pulling data from capital call and distribution notices, what software handles this”	No	No	No	#2
“help me find a performance analytics tool that can do scenario modeling and forecasting for client portfolios”	No	No	No	#1
“most trusted portfolio management platforms for high net worth wealth managers right now”	#1	#4	#1	#1
“recommend a portfolio management system for a family office with complex multi-currency and multi-asset investments”	#1	No	#2	#1
Growth Areas Adjacent, aspirational & visionary	—	—	—	—

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

“how can I get a single view of my clients public and private assets without using spreadsheets, what tools should I look at”

“is there a way to automate pulling data from capital call and distribution notices, what software handles this”

“help me find a performance analytics tool that can do scenario modeling and forecasting for client portfolios”

“most trusted portfolio management platforms for high net worth wealth managers right now”

“recommend a portfolio management system for a family office with complex multi-currency and multi-asset investments”

Competitive Landscape

Addepar

28 mentions

Masttro

16 mentions

Black Diamond

15 mentions

Envestnet

14 mentions

SS&C

13 mentions

BlackRock

13 mentions

Tamarac

12 mentions

Schwab

11 mentions

Salesforce

11 mentions

Excel

11 mentions

Fidelity

11 mentions

Analysis

Insights & Recommended Actions

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

Key Findings

Strength

Absolute dominance in AI Overviews with an average position of 1.8 and 83% visibility across core fintech queries.

Strength

Primary authority for the 'Multi-Family Office Managing Director' persona, outperforming all competitors in high-stakes wealth management contexts.

Strength

Consistent #1 ranking in 'brand vibe check' queries, indicating a strong, unified brand identity that AI models have clearly synthesized.

Recommended Actions

Execute a Claude-specific visibility campaign by seeding technical white papers into key financial repositories.

A 25% mention rate on Claude is the brand's largest platform risk, especially as technical personas move toward models with larger context windows.

Develop and index deep-dive content around 'Capital Call Automation' and 'Alternative Investment workflows.'

The brand is currently being bypassed in technical search strings where users are looking for specific operational efficiencies rather than general platform names.

Implement a sentiment-correction strategy for AI Overviews by updating public-facing FAQs and third-party review profiles.

Despite a #1.8 average position in AIO, the 'mixed sentiment' indicates that the AI is surfacing legacy critiques or competitive comparisons that need modernizing.

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

Complex Portfolio Consolidation(2 queries)

“how can I get a single view of my clients public and private assets without using spreadsheets, what tools should I look at”

3/4 platforms mentioned

Core

ChatGPT

1.Plaid

2.Yodlee

3.Envestnet

4.Finicity

5.Mastercard

8.Addepar

+40 more

Claude

1.Schwab Institutional

2.Fidelity Institutional

3.Orion Advisor Services

4.Black Diamond

5.SS&C

+7 more

Gemini

1.Addepar

2.Masttro

3.Altoo

4.Orion Advisor Solutions

5.Envestnet | Tamarac

+6 more

AI Overviews

1.Asora

2.Addepar

3.Asora

4.Black Diamond

5.Private Wealth Systems

+3 more

“recommend a portfolio management system for a family office with complex multi-currency and multi-asset investments”

3/4 platforms mentioned

Core

The Multi-Family Office Managing Director · Managing Director

ChatGPT

1.Addepar

2.Allvue

3.eFront

4.SS&C Geneva

5.Clearwater

+17 more

Claude

1.Altus Intelligence

2.SS&C Advent

3.Goldman

4.Morningstar Office

5.Blackfinch

+2 more

Gemini

1.Goldman

2.Addepar

3.Black Diamond

4.Orion

5.Canoe Intelligence

+6 more

AI Overviews

1.Masttro

2.Addepar

3.Aleta

4.Power BI

5.Excel

+5 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.

9 Best Private Equity Portfolio Management Software - Asora

asora.com

Addepar

Key Takeaways

Visibility Landscape

Insights & Recommended Actions

Content Ideas

Sample Conversations

Citations

Brand Voice & Style

Investors

Engineer content that makes AI agents recommend you

Explore Financial Technology (FinTech)

Start gettingrecommended by AI.

Frequently asked questions

Addepar

Key Takeaways

Visibility Landscape

Insights & Recommended Actions

Content Ideas

Sample Conversations

Citations

Brand Voice & Style

Investors

Engineer content that makes AI agents recommend you

Explore Financial Technology (FinTech)

Start gettingrecommended by AI.

Frequently asked questions

Start getting
recommended by AI.

Start getting
recommended by AI.