Independent RIAs
$250M – $5B AUM
Founder-led RIAs competing to win the next HNW $10M+ mandate and grow AUM.
Market like a leader.
Grow like one.
The marketing partner built for finance. We give wealth managers, RIAs, banks, credit unions, and fintechs the people and the platform they need to grow. Everything you need to find and win your next client, all in one place.
Trusted across banking, wealth, and financial services
The opportunity
How clients choose a firm has changed. That's your opportunity.
Prospects do their research online, using search, AI assistants, and peer networks, to short-list firms long before they pick up the phone.
The firm with the sharpest website, smartest content, and fastest follow-up wins that first meeting. We are the marketing partner that makes sure it's you.
See how we do itBy the numbers
$84T
in wealth transferring to the next generation through 2045
76%
of buyers short-list firms before they ever make contact
5.1x
engagement on a CodeSM market site vs. a brochure site
Why work with us
The reasons firms move their marketing to us.
Save Time
One team replaces multiple suppliers. Strategy, creative, paid media, and CRM working together.
Grow Faster
Prove your expertise before the first call. Start the conversation already halfway to closing the deal.
Stay Compliant
Every campaign, page, and email runs through a compliance workflow built for finance: FINRA, SEC, and the rules your firm operates under.
What we do
Everything a finance firm needs to grow, in one place.
A Market Site captures the lead. Marketing fills the pipeline. The CRM holds the relationships. Each works successfully on its own; together the impact compounds.
Market Sites
Your website, finally doing the heavy lifting for you.
Most finance websites are static brochures. A Market Site is a working platform: live market data, original research, planning tools, and an always-on AI that responds to prospects in your tone. It demonstrates your expertise before the first call, so the conversation starts with, "tell me more."
- Live market intelligence & curated news
- Gated research, calculators & screeners
- Conversational AI tuned to your firm
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. Or leverage us On-Demand by the hour when you simply need execution. Either way, compliance is built in and every dollar ties back to outcomes achieved.
- Managed: strategy, content, paid media & reporting
- On-Demand: 100+ production resources, 12h turnaround
- Compliance review is baked into every deliverable
CRM
Nurture every relationship.
A CRM platform built around relationships and entities, not deal stages. Email, SMS, and calls are captured automatically. An AI note-taker drafts the follow-up before you've left the room. Read-only custodian balances are synced. 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 regulated financial organizations. Outstanding 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
With MFOs, every prospect interaction has to carry institutional-level credibility.
Wealth Managers
$5B+ AUM
Larger wealth firms scaling their offices, advisors, and client relationships.
Banks & Credit Unions
Wealth & investment divisions
Wealth divisions competing with large RIAs, growing within the parent brand.
Insurance & Annuities
Carriers · IMOs · FMOs
Carriers and distributors modernising the producer and prospect experience.
Fintech & Trading Platforms
Trading platforms · Asset mgmt
Platforms and marketplaces need a story investors and advisors will trust.
About us
A marketing firm focused on 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 for leading brands. We took everything we learned and re-engineered it for finance.
Finance firms are stuck between generalist agencies that don't understand compliance and freelancers who disappear mid-project. We're the third option: one accountable team, fluent in your world, delivering both the platform and the people, fully integrated.
We only do finance.
Every client is a wealth manager, bank, insurer, asset manager, or fintech. Our writers know FINRA; our designers keep you on brand.
One platform, one team.
No juggling a web agency, a content shop, a media buyer, and a CRM consultant. We deliver it all under one roof, using products that are wired together.
Expert team, start to finish.
150+ specialists across strategy, content, paid media, design, and analytics. Everyone is an expert, everyone is finance-fluent.
Case Studies
The work we're proud of.
A look at how we help wealth, banking, and fintech firms grow. Request the full story and we'll talk you through it.
A comprehensive market platform for a modern investment brand.
TechnoWealth wanted to bring market access, research, portfolios, and planning together into one massively scalable, branded experience. We partnered with them to design and build their Market Site end to end.
Read the case study
Transforming banking, wealth and payments with partnerships.
Created to accelerate banking transformation, we helped Santander InnoVentures to establish its reputation as a banking partner of choice for fintech scaleups.
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
Creating a new generation of retail customer experiences.
NatWest Boxed needed to retain the trust and confidence offered by a tier one global bank but also to communicate the innovation and agility of a fintech.
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.