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Marketing Wiz

Saratoga Springs, New York, United States
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Supports RIAs with marketing strategy and sales enablement

Marketing Wiz is dedicated to supporting the growth of Registered Investment Advisors (RIAs) by enhancing their marketing and sales capabilities. The agency focuses on four key growth factors: client and COI referrals, wallet share growth, lead generation, and M&A activity. By leveraging a blend of technology and creative talent, Marketing Wiz helps RIAs manage over $2 billion in AUM/AUA scale their marketing efforts effectively.

The agency offers a range of services including marketing strategy, sales enablement, design and web development, and financial writing. Their approach is rooted in the inbound methodology, emphasizing the importance of building meaningful relationships and providing value through content and insights. Marketing Wiz's dynamic client portal is a key tool in transforming strategic ideas into actionable marketing plans.

With a track record of serving 25+ RIA firms and handling over 1,800 projects annually, Marketing Wiz combines industry expertise with innovative thinking to deliver results. Their team is committed to accountability, capability, and maintaining a human focus in an increasingly digital world.

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SERVICES

Capabilities

Category

Digital Marketing

Services

About this agency on Agency List

Marketing Wiz 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 Marketing Wiz and may evolve as additional data is verified or updated.

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Marketing Wiz operates in Saratoga Springs, New York, 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.

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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.