Design
Branding
Identity
Research
Positioning
Naming
Video
Competitive Analysis
Copywriting
Collateral
Photography
Illustration
Imagery
Environmental Graphics
Digital Advertising
Website Design
UX/UI
Data Visualization
Website Development
Email Marketing
Animation
Social Media
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: […]
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.
Lexington Partners’ extraordinary team and reputation lay the basis for a rebrand that celebrates the firm’s promising future and remarkable past.
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.
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.
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
Refining the image for a rising force in fintech
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
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.
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
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
Solving complex decisions to best protect, sustain, and transfer wealth