Highly Targeted Media Business Focused on Wealth Managers & Advisors

Industry: B2B Media (Financial Wealth Managers & Advisors) Media Content Marketing

A highly targeted media business that exclusively delivers news, opinion, and education for wealth managers and advisors alike. These subscribers manage an average of $160 million in client assets –more than 2x the industry standard. The company brings these readers the latest insights vital to their business, reducing the need to pour through dozens of news and industry publications – and serves the most sophisticated advisor focused on serving upstream retail and institutional clients. REVENUE: The company has developed a unique fintech technology dashboard that delivers high traffic visibility and lead generation to its customers. This provides the dollar-for-dollar experience based on the price paid and performance received. These solutions generate year-after-year continuity revenue with little or no sales costs

CUSTOMERS

AUDIENCE: 300,000 Financial Advisors and Wealth Managers. The audience is reached daily via email, webinars, annual reports, and through the main website and demand generation. The company produces one daily newsletter and 12 specialty newsletters packed with original content to serve its audience.

COMPETITIVE POSITIONING: Offer influencer messaging access to 3 key lucrative wealth management trillion-dollar spaces: retail and institutional asset management, FinTech-driven TAMPs (Turn-Key Asset Management Programs), and Trust Services for Estate Planners, Family Offices, and HWN Investors. FINANCIAL: A mix of sponsored webinars, sponsored email campaigns, sponsored annual guides, and digital website channels. Analytics – Built using industry-leading technology provided by Marketo, the company can provide advertisers and customers with detailed insight into audience behaviors and spending performance. Subscribers – 300,000 Registered Investment Advisors, Broker Dealer Representatives, Retirement Income Specialists, Pension Consultants, Financial Advisors and Wealth Managers. Advertisers/Customers – These are leading financial institutions that include: BlackRock, Invesco, Morningstar, Envestnet, SEI, and Orion, just to name a few. Ownership – The company is privately held, 100% owned by the Founder. They have not raised any outside capital. Financial Picture – 40% Adjusted EBITDA Margin in 2021 and 15% revenue CAGR since 2018. OPPORTUNITY REQUEST FOR NDA, EMAIL: Contact Jeff Gruenhut at 404-849-4156 or [email protected]