wealth ai
insurance company in London, United kingdom

Founded: 2021

Kaleido Creative Studio is a specialized marketing agency dedicated exclusively to financial advisors and firms enrolled in their OnNiche® and Outsourced Marketing Department programs
Established in 2008, the agency offers a range of creative marketing services, including copywriting, graphic design, social media management, email marketing, lead generation campaigns, and marketing automation, available on both ongoing and on-demand bases.

The primary target customers are financial advisors and financial advisory firms seeking dedicated and specialized marketing services
Specifically, Kaleido Creative Studio caters to clients who are part of the OnNiche® program or the Outsourced Marketing Department offered by Kaleido Inc
These customers typically require comprehensive marketing support to execute customized marketing plans effectively and aim to enhance their market presence within the financial services sector.

Kaleido Creative Studio differentiates itself through its exclusive focus on the financial advisory sector, offering tailored marketing solutions that align with the unique needs of financial advisors and firms
Founded by Kristen Luke, a veteran financial advisor marketing consultant, the agency leverages deep industry expertise to ensure consistency and effectiveness across marketing initiatives
Their commitment to niche-specific strategies and the ability to create distinct yet cohesive marketing plans provide clients with a competitive edge in their respective markets.