KING OF PRUSSIA, PA — Intention.ly, a marketing and growth consultancy focused on financial services firms, has grown from a two-person startup to a 35-employee business serving more than 100 clients, reflecting increasing demand for specialized marketing and artificial intelligence expertise across the wealth management and fintech sectors.
The company, which marked its fifth anniversary this year, has expanded alongside broader changes in how financial firms acquire customers, manage digital marketing, and integrate AI-driven tools into business development strategies.
Founded in 2021, Intention.ly was established to provide growth strategy and execution services to wealth management, banking, asset management, and financial technology companies.
The firm reports working with more than 100 organizations across those sectors and has expanded its services beyond traditional marketing consulting into technology platforms, demand generation, event marketing, and AI implementation.
A major component of that strategy has been Advisor Brand Builder, an AI-powered platform developed by the company to help financial advisory firms create branded websites, marketing materials, and content.
According to Intention.ly, more than 25 advisory firms have used the platform during the past two years.
The company’s growth comes as financial services firms face increasing pressure to adapt to changing consumer behavior, digital distribution channels, marketing automation systems, and emerging AI technologies.
Chief Executive Officer Kelly Waltrich said the firm was founded around the idea that growth strategy and execution should operate together rather than as separate business functions.
“Five years ago, we saw firms with valuable products and differentiated service models falling wildly short of their growth goals because growth strategy and execution operated independently of one another,” Waltrich said.
The company has also expanded through hiring professionals with backgrounds in wealth management, financial technology, software-as-a-service marketing, and financial media.
Intention.ly said its workforce includes former employees of firms such as Orion, Envestnet, Hightower Advisors, and Wealth Enhancement Group.
The firm identified AI integration, scalable content distribution, and technology platform development as key priorities for its next phase of growth.
The milestone highlights the increasing role of specialized marketing and technology providers serving financial institutions as firms seek new ways to generate client growth and compete in an increasingly digital marketplace.
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