Marketing Wiz
Advertising Networks · New York, United States · 1-10 Employees
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Overview
Headquarters
462 Broadway # 200, Saratoga Springs, Ne...Phone Number
(518) 213-4767Website
www.marketingwiz.coRevenue
<$5 MillionIndustry
About Marketing Wiz
Marketing Wiz is a financial marketing agency dedicated to helping Registered Investment Advisors (RIAs) grow their Assets Under Management (AUM) and compete with major financial institutions. The agency offers a range of services including marketing strategy, sales enablement, design and web development, financial writing, and marketing execution. With a focus on innovative wealth advisors, Marketing Wiz serves over 25 RIA firms representing more than $100 billion in AUM through over 1,800 projects annually. Their dynamic client portal enhances marketing capabilities, enabling firms to effectively manage client referrals, lead generation, and other key growth factors.Explore more
SIC Code 73,731NAICS Code 54,541Show moreMarketing Wiz Org Chart
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Marketing Wiz is a financial marketing agency dedicated to helping Registered Investment Advisors (RIAs) grow their Assets Under Management (AUM) and compete with major financial institutions. The agency offers a range of services including marketing strategy, sales enablement, design and web development, financial writing, and marketing execution.... Read More