Kaleido Creative Studio

Agency List Score

San Diego, California, United States

Marketing services for financial advisors and niche firms

Kaleido Creative Studio specializes in providing marketing services exclusively for financial advisors and firms. Originally founded in 2008 as Wealth Management Marketing by Kristen Luke, the agency focuses on helping financial advisors execute their marketing plans effectively.

The agency offers a range of services including copywriting, graphic design, social media, email marketing, lead generation campaigns, and marketing automation. These services are available on an ongoing or on-demand basis, primarily through their OnNiche® and Outsourced Marketing Department programs.

Firms interested in their Outsourced Marketing Department program must first complete the OnNiche® program, ensuring a tailored approach to marketing that aligns with the specific needs of financial advisors.

YEARS IN BUSINESS

SERVICES

Capabilities

About this agency on Agency List

Kaleido Creative Studio is listed on Agency List as part of our global directory of professional agencies. Profiles are compiled using a combination of agency-submitted information, publicly available data, and Agency List classification systems.

This page reflects the most current information available for Kaleido Creative Studio and may evolve as additional data is verified or updated.

Local context

Kaleido Creative Studio operates in San Diego, California, United States serving clients locally and beyond. Agency List organizes firms by geography to help buyers understand the distribution of agencies across regions and markets.

Data notes

Profile information is derived from agency submissions and public sources. Some attributes may be estimated and are updated over time as additional data becomes available.