Neptune

Visibility25

Vibe85

AI Visibility & Sentiment

Neptune

Neptune is a financial and legal guidance platform designed specifically for couples. They combine AI-powered tools with vetted human experts to help partners navigate prenups, wills, trusts, and tax strategies together, making complex decisions more approachable and collaborative.

Active Monitoring

meetneptune.com

Financial Technology Startups

AI Visibility Score

25/100

Low

Sentiment Score

85/100

AI Perception

Summary

Neptune has successfully captured the attention of Pragmatic First-Gen Wealth Builders through AI Overviews, yet the brand remains entirely invisible to ChatGPT's massive user base. While the platform shows promise in collaborative premarital planning, it is currently ceding the high-value estate and legacy protection market to established incumbents like LegalZoom and Trust & Will.

Value Proposition

Neptune transforms traditionally awkward financial and legal conversations between partners into collaborative experiences, combining AI assistance with vetted professionals to help couples make informed decisions together.

Overview

Mission

To help couples establish their financial foundation together, making the prenup their first act of partnership.

Products & Services

Prenuptial agreement guidance and draftingWills and trusts planningTax strategy consultationAI-powered financial alignment chatVetted professional matching

Agent Breakdown

AI Platforms

How often do different AI platforms reference Neptune?

Loading explorer...

Conversation Analysis

Topics

What conversations is Neptune included in — or excluded from?

Loading explorer...

Buyer Personas

Personas

Who does each AI platform recommend Neptune to, and when?

Loading explorer...

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

Collaborative Premarital Planning(3 queries)

“help me and my fiancé talk about money before the wedding without it being awkward, any tools for this”

0/4 platforms mentioned

ChatGPT

1.Zeta

2.Honeydue

3.Tiller Money

4.YNAB

5.You Need A Budget

+10 more

Claude

1.YNAB

2.You Need A Budget

3.Mint

4.Intuit Credit Monitoring

5.Personal Capital

+1 more

Gemini

1.Mint

2.You Need A Budget

3.YNAB

4.Personal Capital

5.Dave Ramsey's Financial Peace University

AI Overviews

1.Thielen & Associates, Inc.

2.Smart Couples Finish Rich

3.NerdWallet

4.Honeydue

5.YNAB (You Need A Budget)

+8 more

“what's the best way to draft a prenup if we both work in tech and have stock options, specific brands to try please”

1/3 platforms mentioned

Claude

1.HelloPrenup

2.Law Offices of Ronald Cordova

3.Manatt, Phelps & Phillips

Gemini

1.HelloPrenup

2.Willing

3.LegalZoom

4.Fremont, Mathis & Levine, LLP

5.Gottschalk, Carlson & Smith LLP

AI Overviews

1.Hensley Sendek Law

2.HelloPrenup

3.Neptune

4.LegalZoom

5.LZ Legal Services

“how do we get a prenup without spending thousands on separate lawyers, looking for a collaborative platform”

1/4 platforms mentioned

ChatGPT

1.Notion

2.HelloPrenup

3.LawDepot

4.Rocket Lawyer

5.MS Word

+13 more

Claude

1.HelloPrenup

2.LawDepot

3.LawTank

4.Rocket Lawyer

Gemini

1.HelloPrenup

2.HitchSwitch

3.I PreNup

AI Overviews

1.HelloPrenup

2.prenups.ai

3.Neptune

4.First

5.thisfirst.com

+2 more

Modern Estate And Legacy Protection(1 query)

“we just had our first kid and need to set up a will and trust, where should we start”

0/4 platforms mentioned

ChatGPT

1.Fabric

2.FreeWill

3.Rocket Lawyer

4.Trust & Will

5.LegalZoom

+12 more

Claude

1.LegalZoom

2.Nolo

3.Rocket Lawyer

Gemini

1.National Association of Estate Planners & Councils

2.NAEPC

3.Avvo

4.Certified Financial Planner Board of Standards

5.CFP Board

+5 more

AI Overviews

1.Western & Southern Financial

2.ladies in law

3.Donohue, O'Connell & Riley

4.The Nice Law Firm, LLP

5.Bolt Law Firm

+4 more

Evaluating Premium Financial Legal Services(1 query)

“who are the most trusted companies for online prenups and estate planning that aren't just for basic documents”

0/4 platforms mentioned

ChatGPT

1.LegalZoom

2.Rocket Lawyer

3.Nolo

4.Tomorrow

5.Trust & Will

+9 more

Claude

1.LawDepot

2.Nolo

3.Rocket Lawyer

4.Everplans

5.Legacy Locker

+1 more

Gemini

1.HelloPrenup

2.Willing

3.Trust & Will

4.LegalZoom

5.Rocket Lawyer

AI Overviews

1.HelloPrenup

2.First

3.Trusted Prenup

4.Trust & Will

5.LegalZoom

+4 more

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

High resonance with the Pragmatic First-Gen Wealth Builder persona, achieving a 38% mention rate.

Strength

Strong performance in Google AI Overviews for collaborative premarital planning, maintaining an average position of 4.0.

Strength

High-ranking visibility in Claude and Gemini for cost-effective prenup solutions, specifically for users seeking to avoid high legal fees.

Gap

Zero percent visibility across all tested queries on ChatGPT, the market-leading AI platform.

Gap

Total absence in 'Modern Estate and Legacy Protection' queries, failing to appear for users needing wills or trusts after having children.

Gap

Minimal influence with the 'Blended Family Executive' persona, currently holding a negligible 7% mention rate.

Opportunity

Displace HelloPrenup in 'trusted company' rankings by optimizing for authority-based financial legal queries in Gemini.

Opportunity

Expand into the post-marriage lifecycle by targeting the 'first kid' semantic cluster where the brand is currently non-existent.

Opportunity

Leverage the brand's existing strength in tech-focused prenup queries to dominate the 'Silicon Valley Asset Protector' persona.

Technical Health

Site Health for AI Visibility

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

93/100

19 passed 3 warnings

Audited 2/27/2026

Crawlability100

Can AI bots find your pages?

Technical96

SSL, mobile, doctype basics

On-Page SEO100

Titles, descriptions, headings

Content Quality73

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG87

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Warnings

1 render-blocking resource(s) detected

Consider deferring or async-loading non-critical scripts and stylesheets.

Content may be too short

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

Missing Open Graph tags for social sharing

Add og:title, og:description, and og:image meta tags.

Want a full technical audit with AI-specific recommendations?

Run a free visibility scan

Brand Identity

Brand Voice & Style

How AI perceives Neptune's communication style and personality

Neptune communicates with a warm, supportive tone that makes traditionally uncomfortable financial topics feel approachable and even empowering. The brand voice is modern and professional without being stuffy, using inclusive language that emphasizes partnership and togetherness. They balance expertise with accessibility, positioning complex legal matters as collaborative opportunities rather than obstacles. The overall feeling is that of a trusted friend who happens to be really good at financial planning.

Core Tone Traits

Warm & Supportive

Creates a safe space for couples to discuss sensitive financial topics without judgment

Partnership-Focused

Consistently emphasizes togetherness and collaboration in all messaging

Professionally Approachable

Balances expertise with accessibility, making legal concepts feel manageable

Empowering & Positive

Reframes traditionally awkward conversations as acts of love and partnership

Competitive Landscape

Related Ecosystem

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

LegalZoom30 mentions

Rocket Lawyer29 mentions

HelloPrenup25 mentions

Trust & Will17 mentions

Avvo13 mentions

Honeydue12 mentions

YNAB9 mentions

Nolo9 mentions

LawDepot9 mentions

Neptune9 mentions

Mint8 mentions

Source Intelligence

Citations

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

Money and marriage: What to talk about before you tie the knot

https://www.bankrate.com/loans/personal-loans/creating-a-financial-plan-before-marriage/

Referenced in 1 query

Review

Getting married? Ask your partner these questions about money

https://www.securian.com/insights-tools/articles/pre-marital-checklist.html

Referenced in 1 query

Review

For Love and Money: 7 Questions to Ask Your Fiancé(e)

https://www.citizensbank24.com/blog/for-love-and-money-7-questions-to-ask-your-fiancee

Referenced in 1 query

Review

Top 6 apps specifically for couples working on finance ...

https://tearsheet.co/designing-new-products/top-6-apps-specifically-for-couples-working-on-finance-banking-investing-together/

Referenced in 1 query

Review

Money Questions for Couples - Financial Solutions

https://www.oldhamfinancial.com/blog/money-questions-for-couples

Referenced in 1 query

Review

Pre-Wedding Financial Checklist | City National Bank

https://www.cnb.com/personal-banking/insights/wedding-financial-checklist.html

Referenced in 1 query

Review

6 Money Questions to Ask Your Partner Before You Commit

https://www.morganstanley.com/articles/talking-about-money-in-relationships

Referenced in 1 query

Review

6 Financial Topics to Discuss with Your Fiancée Before You ...

https://www.thielenassociates.com/news/6-financial-topics-to-discuss-with-your-fiancee-before-you-get-married

Referenced in 1 query

Review

Money Questions for Your Partner - Synchrony Bank

https://www.synchrony.com/blog/bank/money-questions-to-ask-partners

Referenced in 1 query

Review

Best Budget Apps for Couples in 2024 | Stash Learn

https://www.stash.com/learn/best-budget-app-for-couples/

Referenced in 1 query

Review

How to talk about finances before marriage

https://www.midlandnational.com/learn-and-plan/how-to-talk-about-money-before-marriage

Referenced in 1 query

Review

Marriage And Finances: 3 Crucial Steps To Take Before Tying ...

https://www.forbes.com/sites/bernadettejoy/2023/05/21/these-3-financial-steps-are-crucial-before-getting-married/

Referenced in 1 query

Pitch Story

Content Engineering

Goals & Content Ideas

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

Dominate ChatGPT Fintech Estate Planning Visibility

Address Neptune's critical 0% mention rate on ChatGPT, the world's most-used AI assistant. This goal focuses on creating authoritative, crawlable content that positions Neptune as the go-to couples-focused estate planning platform, directly competing with LegalZoom and Rocket Lawyer in AI-generated recommendations. Social media will amplify expert content and drive citations from high-authority sources that ChatGPT references.

Why Couples Need Different Estate Planning Tools Than Individuals

The Hidden Costs of Using Generic Legal Services for Partner Finances

How Modern Couples Are Rethinking Prenups and Wills Together

5 Questions Every Engaged Couple Should Ask Before Choosing an Estate Platform

What Financial Advisors Wish Couples Knew About Joint Legal Planning

Own the New Parent Estate Planning Conversation

Capture the critical 'Modern Estate and Legacy Protection' milestone by creating comprehensive content clusters targeting couples after childbirth. This addresses Neptune's complete absence in will and trust queries for young families—a high-conversion moment. Content will establish Neptune as the definitive resource for new parent estate planning, optimized for AI discovery.

The New Parent Estate Planning Checklist You Can Complete in One Weekend

Why Your Will Needs Updating the Moment You Become Parents

Guardian Selection: The Conversation Every New Parent Couple Avoids

How to Protect Your Growing Family's Future Without the Legal Overwhelm

First Baby, First Will: A Couple's Guide to Getting Started

Build Trusted Brand Authority in Gemini Ecosystem

Expand Neptune's presence in Gemini's 'most trusted' and recommendation listicles beyond the single current #1 ranking. This strategy focuses on earning citations in high-authority financial publications and directories that Gemini references, positioning Neptune as a trusted leader across multiple estate planning and couples finance queries.

What Makes a Financial Platform Truly Trustworthy for Couples

How We Built Neptune: Putting Partnership at the Center of Financial Planning

The Trust Gap: Why Couples Deserve Better From Legal Tech

Neptune's Approach to Combining AI Guidance With Human Expertise

Why Transparency Matters When Choosing Your Estate Planning Partner

Capture the Blended Family Executive Market

Address the underserved high-net-worth 'Blended Family Executive' segment currently at only 7% mention rate, representing significant missed revenue. This goal creates targeted content speaking directly to the complex estate planning needs of blended families with substantial assets, using messaging that acknowledges their unique challenges while maintaining Neptune's warm, approachable voice.

Estate Planning for Blended Families: Protecting Everyone You Love

How Executives With Blended Families Navigate Complex Inheritance Decisions

The Unique Trust Structures That Work Best for Step-Families

Balancing Fairness and Legacy: A Blended Family's Guide to Wills

Why Standard Estate Templates Fail High-Net-Worth Blended Families

Content Engineering

Recommended Actions

Initiate a ChatGPT-focused visibility recovery strategy.

With a 0% mention rate on the world's most-used AI, Neptune is losing the largest share of voice in the fintech space to LegalZoom and Rocket Lawyer.

Impact: High

Develop comprehensive content clusters around 'Modern Estate and Legacy Protection'.

Neptune was not mentioned in any queries related to wills or trusts after childbirth, missing a critical conversion milestone for young families.

Impact: High

Optimize for 'Trusted Brand' listicles and citations within the Gemini ecosystem.

Neptune currently only secures a #1 spot in a single Gemini query; broader inclusion in 'most trusted' lists is necessary to build high-intent authority.

Impact: Medium

Refine messaging to better serve the 'Blended Family Executive' persona.

This high-net-worth segment is currently underserved at a 7% mention rate, representing a significant missed revenue opportunity compared to the 'First-Gen Wealth Builder' success.

Impact: Medium

Is this your business? We can help you improve your AI visibility.

Book a Free Strategy Session

Backing