A Smarter Way to Grow AUM
Our team combines decades of hands-on financial services experience with industry-leading digital expertise to help you grow your business in a Digital World.
Your job is to raise capital. Our job is to make it easier.
Drive AUM and revenues higher with our proprietary approach called Digital Distribution™. Explore our suite of capabilities and solutions for the right mix to grow your AUM.
Get in front of the right person, at the right time, with the right message
Our digital approach to AUM growth spans the entirety of your marketing process. We can raise your profile, hone your message, create engaging content, optimize your marketing technology, and develop systems that generate new leads and qualified prospects.
Looking to increase website traffic? Convert website visitors into clients? We implement custom solutions to drive engagement and inflows.
Focus on closing the right deals faster
Our sales solutions enable your team to systematically focus and engage with highly qualified, highly engaged prospects.
From lead scoring to automated sales funnels, we systematize the sales process for optimum results and fresh inflows.
Facilitate & optimize the journey from prospect to investor
Each element of your marketing tech stack must work in sync to guide your potential clients through their journey to becoming an investor. We guide your installation and implementation of the latest tech, streamline your processes, and elevate your team’s effectiveness.
Empower your team with business intelligence reporting
“What gets measured gets managed.” Accurate reporting allows you to track results and accelerate success. Real-time insights enable you to optimize your sales and marketing for bottom line impact.
GK3 will help you connect your data sources, create reporting dashboards, and elevate your analytics to focus your team on what matters: revenue & results.
Turn our knowledge into your excellence
A great coach can help your team excel. We share our hard-earned knowledge and guide your people to mastery of the latest digital strategies and techniques. Our goal: enable your team to optimize results
Who we serve in financial services
Asset Managers
Every asset manager faces stiff competition for flows or performance. To thrive, asset managers need to embrace digital marketing to reach... Read More
Real Estate Sponsors
Raising capital for real estate funds requires specialized expertise. At GK3 Capital, we’re experienced at marketing across the entire... Read More
Alternative Investments
Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your... Read More
Mutual Funds
Is your mutual fund or ETF ready for the future? Independent, boutique, and specialized mutual funds and ETFs must differentiate themselves... Read More
Wealth Managers
More than ever, private clients need the help of financial advisors to preserve and enhance their wealth, achieve their goals, and provide... Read More
Financial Data & Technology
Technology is the soul of fintech. Thus, digital marketing is natural for financial technology firms. Your clients look to you for... Read More
Our mission is simple: Help financial services organizations transform their sales and marketing for a digital world.
Asset Managers
Every asset manager faces stiff competition for flows or performance. To thrive, asset managers need to embrace digital marketing to reach investors where they are—online.
GK3 Capital works with asset managers to hone their message and implement effective digital marketing programs. We deploy investment and compliance expertise to help you generate new leads, strengthen investor relationships, and drive AUM.
Real Estate Sponsors
Raising capital for real estate funds requires specialized expertise. At GK3 Capital, we’re experienced at marketing across the entire spectrum of real estate products, from registered and private funds to tax-advantaged strategies like 1031 exchanges, DSTs, and QOZs. We are also experienced across distribution channels from retail and institutional to online.
At GK3 Capital, we work with real estate sponsors to create digital marketing programs encompassing content, lead generation, and sales enablement to attract and retain investors.
Alternative Investments
Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your unique investment proposition and alpha?
At GK3 Capital, we’re at the leading edge of change in the alternative investment industry. Our deep experience ranges from private equity and hedge funds to liquid alts and niche strategies. As tech and democratization broaden the universe of alternative investors, digital marketing is critical. GK3 Capital can transform digital marketing for alternative investment managers of all types.
Mutual Funds
Is your mutual fund or ETF ready for the future? Independent, boutique, and specialized mutual funds and ETFs must differentiate themselves from “mega” fund complexes and the crowd to survive and thrive. To win flows, top mutual fund and ETF sponsors must clearly articulate their value and harness the latest digital marketing strategies.
At GK3 Capital, we partner with fund sponsors seeking to raise and retain assets more effectively with digital distribution.
Wealth Managers
More than ever, private clients need the help of financial advisors to preserve and enhance their wealth, achieve their goals, and provide peace of mind for their families. The increasing complexity of investing and taxes means investors are searching for answers and advisors online. Can they find you there?
Digital marketing is transforming how advisors acquire new business. A new generation of tech-savvy investors builds relationships digitally, not just through referrals or a handshake. At GK3 Capital, we create digital business development programs for wealth managers across the country. We help you grow your business while you stay focused on what you do best: serving your clients.
Financial Data & Technology
Technology is the soul of fintech. Thus, digital marketing is natural for financial technology firms. Your clients look to you for solutions. They discover you online. You need to show–digitally–how your tech, data, and services help them achieve their goals.
At GK3 Capital, we understand how to communicate the cutting-edge value of tech-based investment businesses, from TAMPs and data providers to online research platforms and fintech firms. We’re at the vanguard of applying sales and marketing technology. Financial technology innovators partner with GK3 Capital to take their growth to the next level.
Our Process
From qualification to implementation, we have refined our process to ensure GK3 Capital is the right partner for you.
Resources
FEATURED RESOURCE: How to Grow Your AUM with the Power of Digital Distribution™
The digital roadmap to growing your client base and assets under management
How can you succeed at fundraising in a digital world? How can asset managers and wealth managers grow their businesses as investors move online? How can you serve investors best where you’re likely to meet them first—on the web.
In GK3’s 5-part educational video series, you will learn the key elements of successful asset gathering in the digital era.
Don’t just take our word for it
Hear what our clients have to say
Full Service!
"With a focus on the RIA channel, it is especially important to leverage digital marketing to reach our target audience. Further, compelling content is essential. GK3 not only helps us to create content, but also deliver that content to the target audience in digestible, compelling formats. As our business has evolved, we have expanded the scope of services we receive from GK3. They have provided consistently excellent support, and are proactive about recommending which of their services are appropriate given the stage of growth of our business."
JEFF HOLLAND
Managing Director
USAA REAL ESTATE PRIVATE WEALTH
“GK3 does so many things for our company - we have a compelling story to tell & it is GK3 that has packaged up that story & gotten it out to our target market, driving inbound interest beyond what our company has ever experienced.”
BOB HERRMANN
Chief Executive Officer
FREEDOM ADVISORS
“GK3 Capital is a highly recommended partner for any asset management firm looking to grow utilizing a digital distribution strategy. The combination of their inside-out knowledge of asset managers, investments, distribution, and digital marketing uniquely positions GK3 to help their clients efficiently & effectively raise capital.”
CRIAG KATZ
Executive Vice President
DISCOVERY DATA
"GK3 upgraded our digital footprint and revolutionized our brand. They captured our message and voice perfectly — we now have a digital presence that captures our philosophy to our target audience."
PATRICK J. LYNCH III
CFS, Senior Partner
WHITESTONE WEALTH MANAGEMENT SERVICES
Ready to grow your AUM?
