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

Luminary

Visibility35

Vibe92

Businesses/Financial Technology (FinTech)/Luminary

AI Visibility & Sentiment

Luminary

Luminary is an AI-powered estate planning software platform designed for wealth advisors, family offices, and professional services firms. The platform transforms complex estate documents into organized digital records, enabling visualization, collaboration, and personalized planning at scale.

Active Monitoring

withluminary.com

Financial Technology (FinTech)

AI Visibility Score

35/100

Low

Sentiment Score

92/100

Score by Reach

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

AI Perception

Key Takeaways

How AI platforms collectively perceive and describe Luminary today.

Luminary is currently a specialist ghost, dominating the 'visual planning' niche in Google’s AI Overviews while remaining completely invisible to enterprise-grade LLMs like Claude. While the brand secures multiple #1 rankings for visualization queries, its total failure to appear in operational automation and business growth conversations allows competitors like Vanilla and Wealth.com to monopolize the broader FinTech narrative.

Value Proposition

Luminary reduces client case preparation time by up to 80% with AI-powered document processing that achieves over 90% accuracy, enabling advisors to deliver sophisticated estate planning services efficiently while differentiating their practice.

Overview

Mission

To empower wealth advisors and estate planning professionals with intelligent tools that transform complex planning into clear, actionable insights for their clients.

Products & Services

Luminary AI - Document digitization and data extractionEstate Plan Visualizations - Customizable flowchart solutionsAnalysis & Prospecting Tools - Client acquisition and planning analysisCollaboration Platform - Role-based team collaborationEnterprise Security & Integrations - SOC 2 certified platform

Current State

Visibility Landscape

A high-level view of how Luminary performs across AI platforms, broken down by strategic reach level — from core brand queries to growth opportunities.

	ChatGPT	Gemini	AI Overviews
Reputation Brand recognition & direct queries	23	30	67
Core Topics Product/service category queries	0	44	65
Growth Areas Adjacent, aspirational & visionary	0	0	0

ChatGPT

Claude

Gemini

AI Overviews

Reputation

Brand recognition & direct queries

Core Topics

Product/service category queries

Growth Areas

Adjacent, aspirational & visionary

Competitive Landscape

Vanilla

108 mentions

Wealth.com

97 mentions

FP Alpha

66 mentions

Holistiplan

53 mentions

eMoney

44 mentions

WealthCounsel

42 mentions

Loading visibility matrix...

Analysis

Insights & Recommended Actions

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

Key Findings

Strength

Exceptional performance in Google AI Overviews for 'Client Experience & Visual Planning' queries, securing several #1 and #2 positions.

Strength

Strongest resonance with the 'Detail-Oriented Estate Attorney' persona, achieving a 36% mention rate and positive sentiment.

Strength

High visibility in 'visual flowchart' and 'digitization' comparisons within Gemini, outperforming its average mention rate in these specific categories.

Recommended Actions

Develop and publish deep-dive technical content focused on 'estate document data entry automation' and 'digitizing old wills'.

Luminary was consistently 'NOT MENTIONED' in operational efficiency queries, allowing competitors to claim the automation narrative.

Execute a targeted PR and white paper strategy to penetrate Claude's training data.

A 0% mention rate on Claude is a catastrophic failure for a brand targeting Enterprise Innovation Leaders who rely on that platform.

Optimize 'visual planning' success to include broader 'trust and reliability' keywords.

While Luminary is the go-to for flowcharts (#1 rank), it drops to #10 for 'most trusted platforms', failing to convert technical wins into brand authority.

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

Operational Efficiency & AI Automation(3 queries)

“how can I automate estate document data entry for my firm”

0/4 platforms mentioned

Core

ChatGPT

1.Microsoft Power Automate

2.AI Builder

3.Microsoft 365

4.SharePoint

5.Excel

+30 more

Claude

1.ABBYY FineReader

2.Adobe Acrobat Pro

3.Tungsten Automation

4.Kofax

5.AWS Textract

+14 more

Gemini

1.Hyperscience

2.Rossum

3.Kira Systems

4.ABBYY FlexiCapture

5.WealthCounsel

+13 more

AI Overviews

1.WealthCounsel

2.Relaw.ai

3.Gavel

4.Documate

5.Spellbook

+13 more

“best way to digitize old wills and trusts for clients without typing everything in manually”

0/4 platforms mentioned

Core

The Efficiency-Driven Solo Practitioner · Founder & Lead Wealth Advisor

ChatGPT

1.eMoney

2.FP Alpha

3.Holistiplan

4.Gavel

5.Documate

+7 more

Claude

1.FP Alpha

2.eMoney

3.Holistiplan

4.Wealth.com

5.Adobe Acrobat AI

+4 more

Gemini

1.eMoney

2.FP Alpha

3.Vanilla

4.Encorestate

5.Claude 3.5 Sonnet

+3 more

AI Overviews

1.EvenUp Law

2.Sonix

3.FileCenter

4.Kofax OmniPage

5.Adobe Acrobat Pro

+8 more

“help me find software that turns complex legal documents into digital records for an RIA”

0/4 platforms mentioned

Core

The Efficiency-Driven Solo Practitioner · Founder & Lead Wealth Advisor

ChatGPT

1.eMoney

2.FP Alpha

3.Holistiplan

4.Kira Systems

5.Litera

+6 more

Claude

1.FP Alpha

2.eMoney

3.Holistiplan

4.Conquest Planning

5.Laserfiche

+7 more

Gemini

1.eMoney

2.FP Alpha

3.Estate Snapshot

4.Vanilla

5.VAI

+5 more

AI Overviews

1.Docupace

2.Investipal

3.Finity360 Docs

4.Salesforce

5.Laserfiche

+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.

michaeleweintraubesq.com

Web1 ref

The modern way to practice estate planning law. - Gavel

gavel.io

Web1 ref

Best AI Tools for Estate Planning Attorneys in 2025 - Relaw.ai

relaw.ai

Web1 ref

Best Legal Document Automation Software for Law Firms

legalsoft.com

Web1 ref

How to Organize Your Estate Planning Law Firm with ...

smokeball.com

Web1 ref

Estate Planning Software for Case Management - Filevine

filevine.com

Web1 ref

Estate Planning Document Automation Software - Knackly

knackly.io

Web1 ref

How to Automate Data Entry for Your Business

docsautomator.co

Web1 ref

5 Top AI for Estate Planning Lawyers: Automate Wills & Trusts ...

sonix.ai

Web1 ref

Elevate Your Law Firm: Workflow Automation Tools That ...

ncbar.org

Web1 ref

Top 6 Legal Document Generator Software to Use in 2025

docupilot.com

Web1 ref

10 Best Estate Planning Automation Tools for Attorneys

michaeleweintraubesq.com

Web1 ref

7 Best Document Automation Software for Law Firms - Spellbook

spellbook.legal

Web1 ref

Top 7 Estate Planning Software for Financial Advisors

jasonwoottenscholarship.com

Web1 ref

Estate Planning Software For Financial Advisors - RightCapital

rightcapital.com

Web1 ref

Competitive Landscape

Brands and products that AI platforms mention alongside or instead of Luminary.

Vanilla108 mentions

Wealth.com97 mentions

FP Alpha66 mentions

Holistiplan53 mentions

eMoney44 mentions

WealthCounsel42 mentions

Luminary41 mentions

Orion38 mentions

Salesforce36 mentions

Lucidchart26 mentions

eMoney Advisor26 mentions

Brand Identity

Brand Voice & Style

How AI perceives Luminary's communication style and personality

Luminary communicates with confident professionalism balanced by approachability, positioning itself as an innovative yet trustworthy partner for sophisticated financial professionals. The tone is data-driven and results-oriented, frequently citing specific metrics to build credibility. While authoritative about their technology capabilities, they maintain warmth through client testimonials and a focus on empowering advisors rather than replacing them. The voice conveys premium quality without being stuffy, speaking peer-to-peer with accomplished professionals.

Core Tone Traits

Professional & Authoritative

Speaks with expertise and confidence about complex financial planning topics

Data-Driven & Results-Oriented

Leads with specific metrics and measurable outcomes (80% time reduction, 90% accuracy)

Innovative yet Trustworthy

Balances cutting-edge AI positioning with enterprise security and compliance credentials

Empowering & Collaborative

Positions technology as enhancing advisor expertise rather than replacing human judgment

Backing

Investors

Blue Moon

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 February 27, 2026.