GK3 Capital is a marketing firm that works exclusively with financial services companies, building the connected systems that turn marketing activity into real pipeline.
Most firms already have some version of the pieces: a website, a CRM, some content, maybe paid media. What they don't have is a system where those pieces work together.
GK3 builds the Digital Operating Model: five connected components across strategy, technology, infrastructure, content, and distribution. It's not a campaign. It's infrastructure that gets more productive every year it runs.
When they came to us they had two advisors, a website getting 500 visitors a month, and two to three leads every other month. We built the full Digital Operating Model and have been executing against it for six years. The results didn't happen all at once. They compounded.
A private equity-backed provider of fund administration and compliance services came to GK3 with aggressive growth goals and fragmented lead generation. GK3 built the complete system across Google Ads, programmatic display, SEO, email, and HubSpot infrastructure.
Tortoise Capital needed to modernize distribution and build the digital infrastructure that would let them reach advisors at scale without adding headcount. GK3 rebuilt their marketing system from the ground up.
We partner with firms that are serious about scaling smarter. The logos below represent firms who trust GK3 Capital to help them modernize their marketing, improve engagement, and drive real growth.
“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 in digestible, compelling formats.
We have expanded the scope of services we receive from GK3 who have provided excellent support and have been proactive with recommending services appropriate to our stage of growth.”
Jeff Holland, President, Accordant Investments
"GK3 Capital partnered with us to build a comprehensive digital lead generation machine, starting with cleaning up and aligning key aspects of our sales and marketing process. GK3 brought in specialists for every stage, from CRM optimization to content creation and lead generation, delivering data-backed recommendations that seamlessly increased our lead volume across multiple platforms.
The team at GK3 truly listens and tailors their work to our needs and target audience, ensuring creative and impactful results."
Rachel Pham, Head of Revenue Operations, STP Investment Services
"Upon onboarding, GK3 quickly created amazing content and built our marketing funnel. They thoroughly understood our business model and effectively translated it into marketing content. As HubSpot experts, they developed new marketing materials, landing pages, and added lead scoring automation to our account, maximizing our HubSpot usage. Working with GK3 feels like having a world-class marketing department right down the hallway."
Justin Volmer, Vice President, Strategic Initiatives, Park Place Finance
"GK3 is staffed with a professional and knowledgeable team. They are financial service industry experts and digital marketing/sales experts. In an industry where sales were built on steak dinners and "free lunches," it's refreshing to know that there is a company that understands 21st-century marketing/sales"
Jake Hanley, Managing Director, Sr. Portfolio Specialist, Teucrium
"We hired GK3 to build a comprehensive digital marketing system. Initially focused on content marketing, GK3 transformed our entire sales and marketing, from CRM to content creation to lead generation.
When we needed a quick launch for a sub-brand, GK3 delivered an impressive logo, branding guide, and website in record time. John Gulino's leadership sets a tone of excellence, ensuring that GK3 prioritizes understanding client needs for creative and meaningful results."
Andrew Ceccon, Chief Marketing Officer, AXS Investments
“GK3 does so many things for our company - we have a compelling story to tell and it is GK3 that packaged up that story and got 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 and effectively raise capital.”
Craig Katz, Executive Vice President, Discovery Data
Whether you need a strategy foundation before committing to execution, a single high-impact deliverable, or the full system running at scale. GK3 has an engagement path built for where you are right now.
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Whether you need a strategy foundation before committing to execution, a single high-impact deliverable, or the full system running at scale. GK3 has an engagement path built for where you are right now.