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

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Secfi, Inc.

Visibility74

Vibe90

Businesses/Financial Services / Fintech/Secfi, Inc.

AI Visibility & Sentiment

Secfi, Inc.

Secfi is a fintech and wealth management firm that provides specialized solutions for startup employees, executives, and founders to manage their equity. They combine non-recourse financing for stock option exercises with tailored financial advisory services to unlock the value of private equity.

Active Monitoring

secfi.com

Financial Services / Fintech Startups

AI Visibility Score

74/100

Good

Sentiment Score

90/100

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

adjacent

aspirational

visionary

AI Perception

Key Takeaways

How AI platforms collectively perceive and describe Secfi, Inc. today.

Secfi commands a dominant position in the equity financing category, frequently securing top-three rankings for high-intent queries regarding stock option financing and tax liability calculations. While the brand is the go-to authority for equity-rich employees, there is a clear opportunity to translate this technical leadership into a broader narrative that captures the trust of founders and long-term wealth seekers.

Working in your favor

Consistent top-three visibility for 'non-recourse stock option financing' queries across ChatGPT, Claude, and Gemini.

High trust and recognition for technical equity topics, particularly regarding AMT and tax liability calculations.

Strong brand resonance with the 'Equity-Rich Startup Employee' persona, which maintains a 78% mention rate.

Gaps to close

Weak visibility in broader 'Equity Planning & Wealth Management' queries where the brand should be positioned as an advisor, not just a financier.

Inconsistent presence in 'Trust & Provider Selection' queries, where Secfi is frequently omitted in favor of generic wealth management firms.

Underperformance with the 'High-Growth Startup Founder' persona compared to the 'Equity-Rich Startup Employee' persona.

Opportunities

Expand content authority beyond financing into holistic wealth planning for startup executives to capture higher-funnel search intent.

Develop specific AI-optimized content addressing the unique financial planning needs of startup founders to close the gap with the 'High-Growth Startup Founder' persona.

Target 'Trust & Provider Selection' keywords to ensure Secfi appears as a top-tier advisory partner when users search for guidance on selecting wealth management firms.

Highest-Impact Actions

Develop and syndicate thought leadership content on 'Comprehensive Equity Planning for Founders'.

The data shows a significant performance gap with the 'High-Growth Startup Founder' persona; positioning Secfi as a strategic advisor rather than just a transaction provider will fill this void.

Optimize landing pages for 'Wealth Management for Startup Executives' and 'Financial Planning for IPO-ready Employees'.

Secfi is currently missing from many 'Trust & Provider Selection' queries, suggesting a need to align more closely with the broader financial management search intent.

Publish white papers and case studies on 'Long-Term Financial Security Post-Option Exercise'.

To increase visibility in 'Aspirational' and 'Visionary' categories, the brand must shift from reactive financing answers to proactive, long-term wealth management narratives.

Value Proposition

Secfi provides a unique non-recourse financing model that eliminates personal downside risk, complemented by expert tax advisory services and comprehensive financial planning tools specifically for pre-IPO equity holders.

Overview

Mission

To bring clarity and confidence to equity—driven by passion, fueled by transparency, and backed by an incredible team that loves what they do.

Products & Services

Secfi Liquidity (Stock Option Financing)Secfi Wealth (Wealth Management)Equity Planning Tools (AMT and Tax Calculators)Secondary Sales BrokerageSecfi Asset Management

Current State

Visibility Landscape

A high-level view of how Secfi, Inc. 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	—
Core5q Product/service category queries	78	95	97	—
Growth Areas4q Adjacent, aspirational & visionary	70	94	87	—

Competitive Landscape

Secfi, Inc.65 mentions

Forge Global38 mentions

ESO Fund35 mentions

Quid34 mentions

Equitybee34 mentions

EquityZen32 mentions

Carta31 mentions

Hiive27 mentions

Nasdaq Private Market26 mentions

Pulley19 mentions

ICONIQ Capital17 mentions

Analysis

Insights & Recommended Actions

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

Key Findings

Strength

Consistent top-three visibility for 'non-recourse stock option financing' queries across ChatGPT, Claude, and Gemini.

Strength

High trust and recognition for technical equity topics, particularly regarding AMT and tax liability calculations.

Strength

Strong brand resonance with the 'Equity-Rich Startup Employee' persona, which maintains a 78% mention rate.

Recommended Actions

Develop and syndicate thought leadership content on 'Comprehensive Equity Planning for Founders'.

The data shows a significant performance gap with the 'High-Growth Startup Founder' persona; positioning Secfi as a strategic advisor rather than just a transaction provider will fill this void.

Optimize landing pages for 'Wealth Management for Startup Executives' and 'Financial Planning for IPO-ready Employees'.

Secfi is currently missing from many 'Trust & Provider Selection' queries, suggesting a need to align more closely with the broader financial management search intent.

Publish white papers and case studies on 'Long-Term Financial Security Post-Option Exercise'.

To increase visibility in 'Aspirational' and 'Visionary' categories, the brand must shift from reactive financing answers to proactive, long-term wealth management narratives.

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

Stock Option Financing & Liquidity(3 queries)

“what are the best companies for non-recourse stock option financing for startup employees”

3/3 platforms mentioned

Core

ChatGPT

1.Secfi

2.ESO Fund

3.Equitybee (EquityBee Securities)

4.Forge Global

5.Hiive

Claude

1.Quid

2.ESO Fund

3.Secfi

4.Liquid Stock

5.Homium

+3 more

Gemini

1.Secfi

2.Equitybee

3.ESO Fund

4.Vested

5.Carta

+4 more

“compare equitybee vs secfi vs others for cashing out some of my private company shares”

3/3 platforms mentioned

Core

ChatGPT

1.Equitybee (Equitybee Securities)

2.Secfi

3.Forge

4.EquityZen

5.Hiive

+1 more

Claude

1.Equitybee

2.Secfi

3.Forge Global

4.Nasdaq Private Market

5.Carta (CartaX, Carta Liquidity)

+5 more

Gemini

1.EquityBee

2.Secfi, Inc.

3.Forge

4.EquityZen

5.Stripe

+6 more

“is it better to use a secondary market brokerage or option financing if i want to pay my tax bill”

2/3 platforms mentioned

Adjacent

ChatGPT

1.Charles Schwab

2.Fidelity

3.Morgan Stanley

Claude

1.Forge Global

2.Nasdaq Private Market

3.EquityZen

4.Rainmaker Securities

5.ESO Fund

7.Secfi

+1 more

Gemini

1.Forge Global

2.EquityZen

3.Hiive

4.Stripe

5.Databricks

6.Secfi

+3 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.

Exercise Financing

secfi.com

Secfi, Inc.

Key Takeaways

Visibility Landscape

Insights & Recommended Actions

Sample Conversations

Citations

Brand Voice & Style

Investors

Engineer content that makes AI agents recommend you

Explore Financial Services / Fintech

Start gettingrecommended by AI.

Frequently asked questions

Secfi, Inc.

Key Takeaways

Visibility Landscape

Insights & Recommended Actions

Sample Conversations

Citations

Brand Voice & Style

Investors

Engineer content that makes AI agents recommend you

Explore Financial Services / Fintech

Start gettingrecommended by AI.

Frequently asked questions

Start getting
recommended by AI.

Start getting
recommended by AI.