Independent RIAs
$250M – $5B AUM
Founder-led RIAs competing against wirehouses for the next $25M mandate.
Market like a leader.
Grow like one.
The marketing partner built only for finance. We give RIAs, banks, insurers, and fintechs the people and the platform to grow. Everything you need to win the next mandate, in one place.
Trusted across banking, wealth, and financial services
The opportunity
The way clients choose a firm has changed. That's your opening.
Your buyers research on their own now, across search, AI assistants, and peer networks, and short-list firms long before they pick up the phone.
The firm with the sharper website, smarter content, and faster follow-up wins the meeting. We are the marketing partner, built only for finance, that makes that firm yours.
See how we do itBy the numbers
76%
of buyers short-list firms before they ever make contact
$84T
in wealth transferring to the next generation through 2045
5.1x
engagement on a CodeSM market site vs. a brochure site
Why work with us
The reasons firms move their marketing to us.
Boost Performance
More qualified meetings and a higher close rate. Marketing tied to revenue, not vanity metrics.
Save Time
One team replaces four agencies. Strategy, creative, paid media, and CRM under a single roof.
Grow Faster
Demonstrate your expertise before the first call, and win the next client without chasing introductions.
Stay Compliant
Every campaign, page, and email runs through a compliance workflow built for finance: FINRA, SEC, and the rules your segment actually lives under.
What we do
Everything a finance firm needs to grow, in one place.
The Market Site captures the lead. Marketing fills the pipeline. The CRM holds the relationship. Each works on its own, and together they compound.
Market Sites
Your website, finally doing the work.
Most finance websites are digital brochures. A Market Site is a working platform: live market data, original research, planning tools, and an always-on AI that answers prospects in your voice. It demonstrates your expertise before the first call, so the conversation starts at "yes."
- Live market intelligence & curated news
- Gated research, calculators & screeners
- Firm-tuned conversational AI
Marketing
The team behind the growth.
A finance-fluent marketing team, engaged the way you need it. Go fully Managed when you want strategy, content, and paid media handled. Pull from us On-Demand by the hour when you just need execution. Either way, compliance is built in and every dollar ties back to a meeting.
- Managed: strategy, content, paid media & reporting
- On-Demand: 100+ production services, 12h turnaround
- Compliance review baked into every deliverable
CRM
Hold every relationship.
A CRM built around relationships and entities, not deal stages. Email, SMS, and calls captured automatically. An AI note-taker that drafts the follow-up before you've left the room. Custodian balances synced read-only. Your advisors spend their time on relationships, not data entry.
- Relationship & entity data model
- Email, SMS, calls + AI note-taker
- Custodian sync · compliance archival built in
Who we serve
Built for the regulated end of finance. Deepest in wealth.
Six segments where we do the bulk of our work. Each comes with its own compliance reality, and we speak all of them fluently.
Multi-Family Offices
$1B – $25B AUM
MFOs where every prospect interaction has to carry institutional credibility.
Wealth Enterprises
$5B+ AUM
Large wealth firms scaling marketing across offices and advisors, under one brand.
Banks & Credit Unions
Wealth & investment divisions
Wealth divisions competing with national RIAs, without disrupting the parent brand.
Insurance & Annuities
Carriers · IMOs · FMOs
Carriers and distributors modernising the producer and prospect experience.
Fintech & Capital Markets
Investment platforms · Asset mgmt
Platforms and funds that need a story regulators and investors both believe.
About us
A marketing firm built only for finance.
CodeSM Finance is the financial-services practice of CodeSM Group, a marketing company that has spent over a decade building brands, websites, and growth engines. We took everything we learned and rebuilt it for one industry.
Finance firms were stuck choosing between generalist agencies that don't understand compliance and freelancers who vanish mid-quarter. We're the third option: one accountable team, fluent in your world, delivering the platform and the people under a single roof.
We only do finance.
Not ecommerce, not SaaS. Every account is a wealth firm, bank, insurer, or fintech. Our writers know FINRA; our designers know pitch decks.
One platform, one team.
No juggling a web agency, a content shop, a media buyer, and a CRM consultant. We deliver all of it under one roof, and the products are wired together.
Senior people, start to finish.
150+ specialists across strategy, content, paid media, design, and analytics. Every one senior, every one finance-fluent. No rotating juniors.
Case Studies
The work we're proud of.
A look at how we help wealth, banking, and fintech firms grow. Request the full write-up on any of them.
A comprehensive market platform for a modern investment brand.
TechnoWealth wanted to bring market access, research, portfolios, and planning together into one branded experience. We partnered with them to design and build the platform end to end.
Read the case study
Building wealth forward: a refined site for a modern RIA.
JBI Wealth needed a digital presence that matched the calibre of their advice. We refreshed the brand and built a modern website to present their wealth-management expertise with clarity.
Read the case study
Marketing and CRM foundations for a financial-data platform.
FinextraPro needed the groundwork to go to market. We helped put the brand, site, and CRM foundations in place so they could launch and scale on a solid footing.
Read the case studyReady to grow?
Book a 20-minute consultation.
We'll learn about your firm, your prospect funnel, and your next quarter, then walk you through which of our products will move the needle first.