Design
Branding
Identity
Research
Positioning
Naming
Video
Competitive Analysis
Copywriting
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Photography
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UX/UI
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Website Development
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Animation
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Wholly committed to the pursuit of independence and empowerment. OpenArc Corporate Advisory, an independent wealth management firm based in Atlanta, was formed by one of the largest teams ever to transition from a major wirehouse to independence through Dynasty Financial Partners. As a new entity, the team needed a complete brand foundation — from strategic […]
Ancoris’ expertise and partnership empower its clients growth. Ancoris Capital Partners is a specialty investment bank that raises equity and debt for highly tailored financial solutions — often at pivotal inflection points. Over the past five years, the firm had grown significantly, but its website and branding no longer reflected its evolution. When the Ancoris […]
Achieving long-term success through a unique long-term market perspective and approach. Eagle Capital Management has outperformed the market for 35 years and counting. With its first-ever ETF preparing to launch, Eagle sought to refine its messaging and visuals to better communicate the value in its approach to new audiences. Our work began with in-depth research, […]
A boutique wealth management firm gets a brand refresh to better reflect their distinctive expertise. Founded in 2021, Ohio-based Advocus Private Wealth charts its own path and offers a less corporate, more personal, boutique option for highly successful individuals seeking a partner to help simplify the complexities of their wealth. The name Advocus comes from […]
Small business funding, made human. SBG Funding is a financial services firm that provides fast, flexible lending options to small businesses. They initially engaged us to design a refreshed set of email templates that could better support their marketing campaigns. But during discovery, it became clear that the brand’s visual toolkit needed more than just […]
Bringing a “NU IDDEA” and transformative approach to executive search. NU Advisory Partners is a women-founded executive search firm specializing in transformative leadership placements for some of today’s most innovative, high-growth companies. Drawing on decades of experience, the four co-founders came together with a shared belief: retained executive search could be done better. They turned […]
Modernizing Ares’ toolset for communicating efficiently, professionally across audiences.
Empowering financial futures for advisors and clients. VestGen is redefining the future of wealth management. Inspired by their mission of simplifying advisor succession, we built their visual identity around transformative interconnectivity. The visual identity we created for VestGen embodies that VestGen’s visuals reinforce a foundational truth underpinning their work. Using design solutions, we demonstrate how: […]
Your crash course in branding. These are the terms we live by as we shape perceptions and drive connections for our clients — from A to Z.
Purposeful investing shaped by deep values and long-term vision.
We created a down-to-earth, optimistic wealth management brand that focuses on the journey.
VistaShares’ next-generation thematic ETFs are on the horizon of innovation. We created a brand to match.
Rebranding a fintech industry leader to reflect its expertise, culture, and vision.
Lexington Partners’ extraordinary team and reputation lay the basis for a rebrand that celebrates the firm’s promising future and remarkable past.
Connecting military personnel with life-changing education opportunities through a multichannel, multimedia awareness campaign.
Creating print and digital graphics across many business lines for over 16 years.
Since 2017, we’ve developed a vast array of creative work — and a true partnership.
With the ocean as our inspiration, we crafted a modern and impactful brand for TritonPoint Wealth.
Creating a new brand look for Reality House that’s as bright as its clients' futures.
Our process comes to life in our holiday card builder’s 3D world.
One refined brand. Three new websites.
We designed a new website to start the next chapter for this not-for-profit’s 55-year legacy.
We rebranded Wasatch Global Investors to clearly express their 100% focus on investment management.
Bringing elegance and modernity to a century-old bastion of value investing.
Through prescience, Presilium creates wealth management plans that are resilient in the face of challenge, thus bringing their clients stability and equilibrium.
A logo and brand that visually depicts their investment strategy, unified approach and commitment to growth.
Adform rebrands to Brandor, the boutique and approachable brand ambassador that goes beyond merch
Complete branding and web design for premier advisory firm
We merged Geller’s two websites into one hub for their online presence, and a framework for their next chapter
March Madness? The Masters? We created a campaign that hit home with AAM’s audience
We created a brand that evokes exclusivity by referencing its namesake mountain
Developing a new brand for holiday icon turned rock star
Refining the image for a rising force in fintech
Collaborating with their team to reach prospects and employers.
A sophisticated new look for a recruiting firm that achieves excellent results with an excellent level of care.
A brand based on a nautical navigation tool symbolizing guidance and servant leadership
We partnered with marketing team at Janus Henderson to bring the emotion of market uncertainty to life
A wealth management brand that's as strong and energetic as its Colorado Springs locale.
A brand to reflect wealth management with a person-first perspective.
A team of wealth management experts, guided by an entrepreneurial ethos.
Global Reach. Local Approach. Differentiated Results.
We developed a brand for Cyndeo Wealth Partners to emphasize connectivity and impact
We built a brand for Keebeck that enabled them to step forward
One team, one philosophy, one mission and one website
We provided Americana Partners with a brand to help them go national
A brand to celebrate a collaborative, creative college within a university setting
The go-to source for students, alumni, faculty and the media
A publication to compete with Wired and Fast Company on alumni coffee tables
Alumni magazine issue devoted to NYC Janmester programming
Admissions materials for a truly unique university experience where East meets West
We amplified EngageWell IPA’s message to the New York City community so they could reach more people in need
Acting ‘as one’ to deliver whole-person care to all, with a brand that supports their mission
Positioning High Note Wealth as a firm that helps clients live their best financial lives
We helped launch this discreet provider of bespoke financing solutions for the global blue-chip art market
We brought new meaning to the "and" in Reich & Tang.
18th Century Heritage, 21st Century Vision
We secured GemShares' place in the market with a dynamic brand and website
A better life through better planning
A dynamic site for a dynamic investment manager
Branding Regent Peak to help them make it happen for their clients
We constructed a brand that mirrors their mantra of Clear Vision. Smart Solutions
Creation of a strong and regal brand for a value-oriented investment manager
The quality of an institutional leader, the personal attention of an exclusive boutique
Launching a company built on clarity and action to mitigate risk and capture opportunity
An advisor and counselor, empowering their clients to enjoy what matters most
Refreshing a trusted brand that has provided investment advisory services for over 50 years
Providing clarity, integrity, expertise, commitment through comprehensive financial planning
Creating a familial, yet distinctive voice within a global investment firm
A brand to present innovative solutions for a sophisticated clientele, with a current focus on the high-growth cannabis industry
Helping Great Diamond Partners introduce themselves
We positioned Brandywine Oak as a financial advocate, coach and friend
Striving to Make BondIT a Name Known Industry-wide
Creating an annual report to highlight their visionary work
CBD for the masses, not the classes
A bold logo for an innovative women's lacrosse product
A website that enables both sides of the business to shine
Time, coral and the sea are the inspiration for this Tampa-based wealth manager
Needham's two websites find unity and revitalization through our brand and digital refresh.
Our first goal: illuminate Intrepid Capital Funds’ unique investment philosophy; our second: introduce their private wealth focus/subsidiary
Iconic NYC images to present enduring strategies for wealth preservation and long-term capital appreciation
Innovative portfolio solutions driven by Artificial Intelligence
Creating a warm and vibrant brand to match the important work CBC provides the community
Solving complex decisions to best protect, sustain, and transfer wealth