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IMAGE 10: Top 10 Wealth Management Marketing & Communications Agencies

Marketing and communications firms and professionals often go unnoticed as they are, in essence, the messengers of modern industry. From envisioning a firm’s communications strategy to executing each email and press release, these professionals seek visibility for their clients rather than themselves.

The wealth management space would be a lesser version of itself if not for marketing and public relations (PR) professionals helping firms reach their audiences – especially advisors, executives and other professionals – with messaging and communications that clearly relate who they are and the role they play in the industry.

After reviewing the leading marketing and communications agencies active in the wealth management space, the WSR team narrowed the final list to 10 firms, some of which serve multiple industries while others operate as boutiques for wealth management. Due to the explosion of marketing and communications activity in wealth management over the past three decades, the founder of each of these firms is still active in the business.

Please join us in congratulating the IMAGE 10: Top 10 Wealth Management Marketing & Communications Agencies:

Prosek Partners
Founded in 1990 by Managing Partner Jennifer Prosek, woman-owned business Prosek Partners has over 350 employees, serves clients with an aggregate of over $60 trillion in assets under management and grew at an average of 16% per year for the last three years. The firm specializes in providing a full range of communications solutions to financial and professional services companies.

With global revenue over $91 million in 2022, Prosek Partners serves clients through media relations, social and digital media, public affairs, financial communications, transaction services, crisis communications, thought leadership, investor relations, publishing and media training.

Prophecy by Prosek, the firms’ branded and integrated marketing arm, offers design, digital, advertising and brand strategy services.

The firm has been named as a Global and North America Corporate/Financial Agency of the year by PRovoke Media and among the top five global M&A and shareholder activism agencies.

See the full list at the Wealth Solutions Report.