Mindtap Marketing

Mindtap Marketing crafts digital marketing campaigns and online experiences that achieve meaningful, measurable results for financial advisors and wealth management firms. Founded in 2014 as a general digital marketing agency serving clients across a number of industries, we began to serve a number of financial services and advisory firms ranging from nationals with 11-digits under management to single-advisor operations managing a few million in assets. Over time, we noticed a nearly universal need among advisors for a trusted partner to help navigate the digital marketing space. These firms recognized the importance of digital marketing to their long-term success, but they needed help navigating the complexities of the medium - and we're here to fill that need.