THE ASK: STANDING OUT IN A SEA OF FINTECH GIANTS

TradePMR serves independent RIAs with white-glove custodial and technology solutions, competing head-to-head with household names like Schwab and Goldman Sachs. While their platform and service rivaled the industry's best, their marketing hadn't kept pace. They needed a clear, confident brand voice, and a national presence bold enough to command attention in a crowded space. The mandate was simple, but ambitious: make TradePMR feel like a serious contender in the eyes of elite advisors.

THE OUTCOME

We partnered with TradePMR to build the foundation and fuel the momentum. Starting with deep stakeholder and advisor interviews, we helped crystallize their value proposition and reposition the brand for its ideal future. From there, we built internal marketing systems, defined campaign strategy, and launched their first multi-channel national campaign, culminating in an award-winning initiative that put them squarely in the spotlight.

Over five years, our campaigns, advisor events, and conference development (including the flagship SYNERGY event) helped reposition TradePMR as a top-tier voice in fintech. The results spoke volumes: $10.4B in AUM inflows from marketing-driven leads, and a successful acquisition by Robinhood in November 2024 for $300M.