Delivering digital growth strategies and solutions for the financial services industry

Asset managers, wealth managers, private real estate, private equity and credit, RIAs, broker-dealers, hedge funds, and fintech firms leverage our expertise to raise capital with Digital Distribution™.

Digital Distribution
Our solutions
$ 0 B+

Client AUM
in 2021

0

Leads and appointments
scheduled in 2021

$ 0 B+

Rasied by our clients
in 2021

0 +

Combined years of experience in
financial services

Who we serve in financial services

asset-manager

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

sponsers

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

invest

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

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

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

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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.

Drive your AUM higher with digital transformation

Your job is to raise capital. Our job is to make it easier. We help our clients drive AUM and revenues higher with Digital Distribution™. Our team combines decades of hands-on financial services experience with industry-leading digital expertise. Explore our suite of capabilities and solutions for the right mix to grow your AUM.

  • Marketing
  • Sales
  • Technology
  • Analytics & Reporting
  • Coaching
marketing 1

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. Starting from scratch? Ready to upgrade? 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.

Explore our marketing solutions
sales 1

Focus on closing the right deals faster

How can you maximize the time and efforts of your sales team? 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.

Explore our sales solutions
technology 1

Facilitate & optimize the journey from prospect to investor

Digital success demands the latest technology. Outdated or mismatched systems can slow your growth. Each element of your marketing tech stack must work in sync to guide your potential clients through their journey to becoming an investor. GK3 can guide your installation and implementation of the latest tech, streamline your processes, and elevate your team’s effectiveness.

By leveraging technology, we can help you scale your growth, be efficient, and meet the rising expectations of your future clients.

Explore our technology solutions
analytics & reporting 1

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.

Explore our analytics & reporting solutions
coaching 1

Turn our knowledge into your excellence

A great coach can help your team excel. We provide group and 1-on-1 coaching based on your firm’s goals and abilities. You’ll receive a lead digital coach, who coordinates with our team of experts. Together, our coach and experts become an extension of your team.

With coaching, 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

Explore our coaching solutions

Asset Manager's Guide to Growing Assets with Digital Advertising

Learn how to enhance your distribution efforts with this guide for Asset Managers
Download now

Our Process

From qualification to implementation, we have refined our process to ensure GK3 Capital is the right partner for you.

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Process & Pricing

Resources

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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.

Watch our video series

The Misery of Internal Wholesaling

Read blog

How Long Will It Take To Get Inflows Using an Inbound Strategy

Read blog

Don’t Hire Another Wholesaler Until You’ve Embraced Digital Distri...

Read blog

3 Reasons Your Website Isn’t Generating Leads

Read blog

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
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
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“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
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"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
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Ready to grow your AUM?

Schedule a Consultation