Keep Financial

Visibility12

Vibe100

Businesses/Human Resources Technology/Keep Financial

AI Visibility & Sentiment

Keep Financial

Keep Financial provides smarter compensation solutions that help businesses attract, retain, and motivate top talent through innovative vesting bonuses. Their platform enables companies to deliver structured compensation that aligns employee and business objectives while simplifying administration and compliance.

Active Monitoring

keepfinancial.com

Human Resources Technology

AI Visibility Score

12/100

Invisible

Sentiment Score

100/100

AI Perception

Summary

Keep Financial maintains a stark 'ghost presence' in the AI landscape, where LLMs possess clear brand awareness but fail to recommend the platform for any substantive talent retention or compensation queries. While the brand excels in direct 'vibe checks,' it is being systematically bypassed in high-intent conversations where competitors like Carta and Pave are currently dominating the narrative.

Value Proposition

Vesting bonuses that go beyond traditional compensation—helping companies attract top talent, reduce turnover, and increase the ROI of their compensation spend while giving employees access to meaningful financial benefits

Overview

Mission

Attract talent. Retain longer. Succeed together.

Products & Services

Vesting Bonuses PlatformSpot BonusesM&A Retention BonusesPerformance BonusesStock Option Alternatives

Agent Breakdown

AI Platforms

How often do different AI platforms reference Keep Financial?

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Conversation Analysis

Topics

What conversations is Keep Financial included in — or excluded from?

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Buyer Personas

Personas

Who does each AI platform recommend Keep Financial to, and when?

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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

Strategic Talent Retention(3 queries)

“how can i keep my best engineers after an acquisition, what specific tools or bonus structures should i use”

0/4 platforms mentioned

ChatGPT

1.Carta

2.Pulley

3.Shareworks

4.Morgan Stanley

5.Rippling

+11 more

Claude

1.Carta

2.Pulley

3.Radford

4.AON

5.Levels.fyi

+6 more

Gemini

1.Bonusly

2.Culture Amp

3.Lattice

4.Donut

5.Slack

+9 more

AI Overviews

1.Deel

2.HeartCount

3.Lattice

4.Intralinks

5.Datasite

+1 more

“help me design a retention strategy for mid-level managers that actually works for more than 6 months, suggest some platforms that help”

0/4 platforms mentioned

ChatGPT

1.Gartner

2.McKinsey

3.Mercer

4.Morgan Stanley at Work

5.Fidelity Workplace Solutions

+29 more

Claude

1.Towers Watson

2.MDVIP

3.Bright Horizons

4.Fidelity Workplace

5.NetBenefits

+19 more

Gemini

1.Shareworks by Morgan Stanley

2.Carta

3.Payscale

4.MarketPay

5.Mercer

+3 more

AI Overviews

1.Shortlister

2.workinstitute.com

“what are the most effective ways to structure m&a retention bonuses for tech teams”

0/4 platforms mentioned

ChatGPT

1.PwC

2.McKinsey

3.Mercer

4.Willis Towers Watson

5.Radford

+1 more

Claude

1.IRC §409A

2.Groom Law Group

3.Verrill

4.Faegre Drinker

5.Mercer

+8 more

Gemini

1.Radford Global Compensation Database

2.Aon

3.Mercer

4.Equilar

5.Karta

AI Overviews

1.IRS

Modernizing Compensation & Equity Alternatives(3 queries)

“give me some alternatives to stock options for a series c startup that wants to offer long-term incentives, specific platforms please”

0/4 platforms mentioned

ChatGPT

1.Carta

2.Shareworks by Morgan Stanley

3.Pulley

4.Ledgy

5.Carta Total Comp

+16 more

Claude

1.Carta

2.Pulley

3.Shareworks by Morgan Stanley

4.Atribus

5.EquityEffect

+10 more

Gemini

1.Carta

2.Pulley

3.Deel

4.Global Shares

5.J.P. Morgan

+9 more

AI Overviews

1.Cake Equity

2.National Center for Employee Ownership

3.G2

4.Forge Global

5.Hiive

+1 more

“what are the best ways to structure vesting bonuses for remote employees so they stay longer”

0/4 platforms mentioned

ChatGPT

1.Mercer

2.WTW

3.WorldatWork

Claude

1.Mercer

2.SHRM

3.Gallup

4.Deloitte

5.KPMG

+3 more

Gemini

1.WTW

2.Willis Towers Watson

3.EquityMethods

4.Carta

5.Shareworks

+5 more

AI Overviews

1.COPC Inc.

2.Breezy HR

3.Blackhawk Network

4.Rippling

5.RemoFirst

+1 more

“help me compare cash-based long term incentive plans vs traditional equity for a mid-market company”

0/4 platforms mentioned

ChatGPT

1.Carta

2.Shareworks by Morgan Stanley

3.Armanino

Claude

1.Mercer

2.WTW

3.Willis Towers Watson

4.Aon

5.Groom Law Group

+12 more

Gemini

1.Carta

2.Shareworks by Morgan Stanley

3.Willis Towers Watson

4.McDermott Will & Emery

5.MainStreet

AI Overviews

1.Gallagher

2.Protiviti

3.Compensation Advisory Partners

4.GGS IT Consulting

5.Mercer

Automated Performance & Spot Rewards(2 queries)

“best ways to automate spot bonuses for a high growth sales team, what software should i use”

0/4 platforms mentioned

ChatGPT

1.CaptivateIQ

2.Salesforce

3.HubSpot

4.Xactly

5.Spiff

+12 more

Claude

1.Spiff

2.Salesforce

3.CaptivateIQ

4.Xactly Incent

5.Forma.ai

+12 more

Gemini

1.Salesforce

2.HubSpot

3.Zapier

4.Make.com

5.Tremendous

+12 more

AI Overviews

1.Salesforce

2.HubSpot

3.Everstage

4.CaptivateIQ

5.Qobra

+9 more

“help me set up a performance bonus program that isn't just a yearly payout, what tools make this easy to manage”

0/4 platforms mentioned

ChatGPT

1.Workday Advanced Compensation

2.Workday

3.SAP SuccessFactors Compensation

4.Oracle HCM Cloud Compensation

5.Anaplan

+9 more

Claude

1.Mercer

2.Beqom

3.SAP

4.Workday

5.Anaplan

+11 more

Gemini

1.Pave

2.Salary.com

3.CompAnalyst

4.Mercer

5.WTW

+6 more

AI Overviews

1.ADP

2.Motivosity

3.Pave Data

4.Slack

5.Microsoft Teams

Compensation Platform Trust & Comparisons(3 queries)

“best reviewed platforms for managing employee bonuses and retention incentives right now”

0/4 platforms mentioned

ChatGPT

1.G2

2.Capterra

3.Gartner

4.Workday Compensation

5.Workday HCM

+22 more

Claude

1.Workday Compensation

2.SAP SuccessFactors Compensation

3.Oracle HCM Compensation

4.Lattice

5.Betterworks

+10 more

Gemini

1.Pave

2.Beqom

3.Barley

4.Bonusly

5.Awardco

+7 more

AI Overviews

1.Pave

2.Beqom

3.HRSoft

4.Comprehensive.io

5.Achievers

+10 more

“top compensation management tools other than workday or carta for a 500 person company”

0/4 platforms mentioned

ChatGPT

1.Workday

2.Carta

3.Pave

4.CompTrak

5.Salary.com

+12 more

Claude

1.Workday

2.Carta

3.Beqom

4.Syndio

5.Payfactors

+10 more

Gemini

1.Workday

2.Carta

3.Beqom

4.Payscale

5.MarketPay

+7 more

AI Overviews

1.Comprehensive.io

2.Ravio

3.Pave

4.Aeqium

5.Salary.com

+12 more

“what should i look for when choosing a vesting bonus platform to make sure it's compliant and simple for employees”

1/4 platforms mentioned

ChatGPT

1.Equilar

2.Fidelity Workplace Consulting

3.Merrill Lynch Executive Services

4.Morgan Stanley at Work

5.Workday

+18 more

Claude

1.Certent

2.Computershare

3.Morgan Stanley at Work

4.ADP

5.Workday Payroll

+10 more

Gemini

1.Workday

2.ADP

3.Fidelity

4.Carta

5.Morgan Stanley at Work

6.Keep

AI Overviews

1.Nuddleman Law Firm

2.Slack

3.Microsoft Teams

4.WalkMe

5.Gusto

+2 more

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

Perfect brand recognition (100% mention rate) during direct 'vibe check' queries across all major platforms, indicating the models have ingested the brand's core identity.

Strength

Early traction on Google-ecosystem platforms (Gemini and AI Overviews), particularly regarding 'vesting bonus platforms' and 'remote vesting' structures.

Strength

Highest resonance with the ROI-Focused Finance Executive persona, suggesting the brand's value proposition currently aligns best with fiscal leadership concerns.

Gap

Total absence on ChatGPT and Claude for all category-specific queries, leaving the brand invisible to a massive segment of strategic decision-makers.

Gap

Zero visibility in the 'Strategic Talent Retention' category, failing to appear for critical M&A and manager-level retention prompts.

Gap

Significant competitive disadvantage against Carta and Lattice, who are being cited 25x to 35x more frequently as industry standards.

Opportunity

Dominating the 'Series C equity alternative' niche where no primary leader has fully captured AI mindshare.

Opportunity

Leveraging the existing presence in AI Overviews to bridge the gap into more complex 'Strategic Retention' queries by creating structured data around M&A use cases.

Opportunity

Converting brand-level awareness into category-level authority by focusing on 'vesting bonuses' as a specific keyword category.

Technical Health

Site Health for AI Visibility

How well Keep Financial's website is optimized for AI agent discovery and comprehension.

90/100

19 passed 3 warnings 1 issues

Audited 2/27/2026

Crawlability100

Can AI bots find your pages?

Technical90

SSL, mobile, doctype basics

On-Page SEO93

Titles, descriptions, headings

Content Quality60

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG100

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Critical Issues

Content is too thin

Expand your content to at least 300-500 words with valuable information.

Warnings

5 render-blocking resources are slowing initial render

Defer non-critical JS with async/defer. Inline critical CSS. Move stylesheets to load asynchronously.

H3 used without H2 — heading levels are skipped

Use headings in order (H1 → H2 → H3). Don't skip levels.

Want a full technical audit with AI-specific recommendations?

Run a free visibility scan

Brand Identity

Brand Voice & Style

How AI perceives Keep Financial's communication style and personality

Keep Financial communicates with a confident, professional tone that balances authority with approachability. Their voice is solutions-oriented and benefits-focused, consistently emphasizing outcomes like retention, ROI, and employee satisfaction. They use clear, jargon-free language that speaks to both HR professionals and finance leaders, making complex compensation concepts accessible. The brand conveys optimism and partnership, positioning themselves as collaborators in their customers' success rather than just a software vendor.

Core Tone Traits

Professional yet Approachable

Authoritative expertise delivered in a warm, accessible manner

Solutions-Oriented

Focuses on outcomes and benefits rather than features

Confident and Trustworthy

Backed by notable investors, speaks with credibility

Collaborative and Supportive

Positions as a partner in customer success with 'succeed together' messaging

Competitive Landscape

Related Ecosystem

Related products and services that AI mentions in conversations alongside or instead of Keep Financial

Carta76 mentions

Lattice52 mentions

Workday48 mentions

Pave48 mentions

Bonusly39 mentions

Rippling32 mentions

Mercer32 mentions

Shareworks29 mentions

CaptivateIQ28 mentions

Pulley27 mentions

Keep Financial7 mentions

Source Intelligence

Citations

Sources that AI assistants cite. Getting featured here improves visibility.

12 Ways to Retain Employees After a Merger or Acquisition

https://insightglobal.com/blog/retaining-employees-after-merger-acquisition/

Referenced in 1 query

Review

Key Employee Retention: Best Practices for M&A

https://www.clearlyacquired.com/blog/key-employee-retention-best-practices-for-m-a

Referenced in 2 queries

Review

Employee Retention Strategies During M&A Transactions

https://aegislaw.com/employee-retention-strategies-during-ma-transitions/

Referenced in 2 queries

Review

Team Retention After Startup Acquisition Strategies That Work

https://qubit.capital/blog/team-retention-after-startup-acquisition

Referenced in 1 query

Review

8 Simple Ways to Retain Employees after Business Change

https://www.mascience.com/plays/design-retention-incentives

Referenced in 1 query

Review

What is a retention bonus? - Deel

https://www.deel.com/glossary/retention-bonus/

Referenced in 1 query

Review

How to Design Retention Bonus Plans During an Acquisition

https://www.tworld.com/locations/connecticut/hartfordcentral/blog/how-to-design-retention-bonus-plans-that-keep-top-talent-during-acquisition

Referenced in 3 queries

Review

The Retention Bonus Backlash: What Executives and Compensation ...

https://www.nelsonmullins.com/insights/alerts/Comp-and-Benefits-Brief/all/the-retention-bonus-backlash-what-executives-and-compensation-committees-need-to-know

Referenced in 3 queries

Review

Talent retention and selection in M&A - McKinsey

https://www.mckinsey.com/capabilities/m-and-a/our-insights/talent-retention-and-selection-in-m-and-a

Referenced in 2 queries

Review

6 Strategies to Retain Employees After a Merger or Acquisition ...

https://www.acquisition-international.com/6-strategies-to-retain-employees-after-a-merger-or-acquisition-process/

Referenced in 1 query

Review

RSUs vs Stock Options: The Complete Comparison for Startup ...

https://www.esofund.com/blog/stock-options-vs-rsus

Referenced in 1 query

Review

Best Equity Management Software for Startups (2026)

https://www.cakeequity.com/guides/best-equity-management-software

Referenced in 1 query

Review

Content Engineering

Goals & Content Ideas

Ideas to help AI agents better understand the business and be more likely to use Keep Financial's resources to help users.

Publish Comparative Compensation Authority Content

Address the critical gap in AI understanding of 'equity alternatives' by creating data-driven frameworks comparing vesting bonuses to traditional stock options. This high-authority content will establish Keep Financial as the definitive source for compensation comparison data, ensuring AI models associate our brand with equity alternative queries. Social media will amplify key statistics and frameworks to drive engagement and backlinks.

The Hidden Math: Why Cash-Based Vesting Bonuses Outperform Stock Options for 73% of Employees

Equity vs. Vesting Bonuses: A CFO's Complete ROI Comparison Framework

5 Compensation Metrics That Prove Traditional Equity Is Failing Mid-Level Engineers

What HR Leaders Get Wrong When Comparing Stock Options to Cash Retention Tools

The Real Cost of Equity Dilution vs. Structured Vesting Bonuses

Dominate M&A Employee Retention Search Queries

Close the massive visibility gap where Keep Financial receives zero mentions in M&A retention queries from AI assistants. Create targeted whitepapers, landing pages, and thought leadership specifically addressing engineer retention during acquisitions and post-merger talent challenges. Social content will highlight M&A retention statistics and case studies to build topical authority.

Why 67% of Engineers Leave Within 18 Months After an Acquisition

The Acquirer's Playbook: Structuring Retention Bonuses That Actually Keep Key Talent

Post-Merger Compensation Mistakes That Drive Your Best Engineers to Competitors

How Smart Companies Use Vesting Bonuses to Survive the M&A Talent Exodus

Case Study: Retaining 94% of Engineering Talent Through a $200M Acquisition

Build Organic Community Presence on Reddit and Forums

Address the 0% mention rate on community platforms that ChatGPT and Claude heavily reference for recommendations. Develop an authentic presence on Reddit HR communities, Blind, and industry forums by providing genuine value in compensation discussions. This organic engagement strategy will generate the community consensus signals that AI models prioritize.

AMA: What I've Learned Helping 500+ Companies Rethink Their Retention Strategy

The Compensation Question Every Startup Founder Asks Too Late

Real Talk: When Equity Promises Fail and What Actually Works Instead

Breaking Down the True Cost of Employee Turnover for Growing Teams

Why Your Competitors Are Quietly Switching From Stock Options to Cash Retention

Target Enterprise Total Rewards Strategists with Technical Content

Improve the critically low 2% visibility among Enterprise Total Rewards Strategist personas by creating technical documentation that speaks directly to large-scale rewards managers. Develop content showcasing platform scalability, integration capabilities, and enterprise compliance features. Social media will distribute technical insights that resonate with this overlooked but high-value audience.

Enterprise Integration Guide: Connecting Vesting Bonuses to Your HRIS Stack

How Global Companies Manage Multi-Currency Vesting Bonus Programs at Scale

Compliance Checklist: What Enterprise Total Rewards Teams Need From Compensation Tech

The Technical Requirements Fortune 500 Companies Demand From Retention Platforms

Scaling Structured Compensation: From 500 to 50,000 Employees Without Breaking

Content Engineering

Recommended Actions

Develop and publish high-authority 'Comparative Compensation' frameworks.

Since models like Gemini already recognize the brand but lack context for 'equity alternatives,' publishing data-heavy comparisons between cash-based incentives and traditional options will force a topical association in AI training sets.

Impact: High

Optimize for M&A-specific retention queries.

Keep Financial was unmentioned in every M&A retention query tested. Creating landing pages and whitepapers specifically targeting 'engineer retention after acquisition' will address this massive gap in AI recommendations.

Impact: High

Increase mention density on platforms like Reddit and industry forums.

ChatGPT and Claude rely heavily on community consensus and discussion; the 0% mention rate on these platforms suggests a lack of 'organic' mentions in the datasets they prioritize.

Impact: Medium

Target the 'Enterprise Total Rewards Strategist' persona through technical documentation.

This persona showed the lowest visibility (2%). Aligning technical platform capabilities with the needs of large-scale rewards managers will broaden the brand's reach beyond finance-only executives.

Impact: Medium

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