If what used to work isn't working, we're here to help

The Leader in Financial Services Digital Sales and Marketing

Transform your sales and marketing strategy to effectively grow your AUM and establish trust with your clients. At GK3 Capital, we focus on delivering measurable results that propel your firm forward.

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Watch CEO and Founder John Gulino share how modern digital strategies drive measurable growth for financial services firms.

Helping financial firms move faster, smarter, and more strategically

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.

The stakes

What is it Costing You to Stay With the Status Quo?

Whether you're managing billions in AUM, running an advisory firm, or launching a financial platform, if your marketing isn't aligned with how people buy today, you're already losing ground.

You're Missing Out on the Right Leads

Digital-first buyers expect the right message at the right time. Without a marketing strategy that meets them where they are, you’re missing out on qualified leads and long-term growth.

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Your Sales and Growth Teams Are Doing Too Much Manually

Lack of automation, unclear funnels, and legacy outreach methods are burning your team's time and energy, with minimal return.

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You're Falling Behind Louder – Not Better – Competitors

Firms with tighter positioning and stronger digital execution are winning the mindshare, even if their product or service isn't better than yours.

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The Opportunity

What Success Looks Like With the Right System in Place

With the right sales and marketing strategy that’s aligned with how financial buyers make decisions, you don’t just grow; you grow smarter, more predictably, and with less friction.

Your ideal clients are finding you, not the other way around

Whether it’s advisors, investors, or platform users, the right prospects are engaging because your message is clear, helpful, and positioned early in their journey.

Your website is doing the work of a salesperson

It tells your story clearly, qualifies leads automatically, and guides prospects to take action, day or night.

Your sales conversions start warmer and move faster

Prospects enter the funnel already educated and qualified, so your team spends less time convincing and more time closing.

Your team is focused, not frantic

Sales, marketing, and leadership are aligned around a repeatable strategy powered by automation, data, and content that works while you sleep.

You're building a pipeline, not just pushing product

Instead of chasing leads, you're building trust, nurturing relationships, and accelerating qualified opportunities with systems designed to scale.

The Statistics

Trusted by growth-minded financial firms across the industry

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Billions in AUM

Collectively, our clients manage over $60 billion in assets across multiple product lines and distribution channels.

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Clients Served

We partner with asset managers, RIAs, and fintech companies who are ready to modernize their marketing and scale smarter.

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Team Members

Our team includes strategists, writers, technologists, and analysts, all with deep expertise in financial services.

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Winner

We’ve been recognized four years in a row by the Financial Communications Society for excellence in financial marketing.

Growth

Why Choose GK3 Capital for Your Success

We understand the nuances of financial services and leverage modern marketing strategies. Our approach is designed to drive measurable results for your firm.

We speak finance and marketing fluently

Our team combines industry expertise with marketing acumen.

Scale your operations without increasing headcount

We provide scalable solutions that grow with you.

Build sustainable growth systems for your firm

Our full-funnel systems drive lasting results.

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A client story on partnerships, results, and long-term success

Trusted by Industry Leaders: A Client's Perspective

Discover how we've helped clients succeed with measurable outcomes.

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Rachel Pham, Head of Revenue Operations, STP Investment Services, discusses the successful partnership with GK3 Capital.

Engagement Models That Fit Your Needs and Budget

We offer flexible engagement models. Choose from our Retainer, Project-Based, or Coaching options to find the best fit for your firm’s needs. Each model is crafted to enhance your marketing efforts and drive growth.

Retainer

Full-service growth team without adding headcount

We handle everything from strategy to execution across content, campaigns, SEO, paid media, and CRM. You can focus on running your firm while we drive the pipeline.

Project Based

High-impact deliverables with a clear scope and timeline

Ideal for firms launching a new fund, rebuilding their site, or executing a lead gen campaign. You get fixed outcomes delivered fast and done right.

Coaching

Expert strategy and guidance for in-house marketing teams

We provide the roadmap, frameworks, and ongoing feedback so your internal team executes with clarity, confidence, and results.

View Our Pricing Page

Free Asset Manager Video Series

How to Grow Your AUM With the Power of Digital Distribution

This free 5-part video series from GK3 Capital shows you how to modernize your fundraising using smarter tech, process, and strategy. No cold calls, no outdated tactics.

What you'll learn:
1. The Formula is Broken - Why old distribution tactics fail

2. Digital Distribution Overview - The 3 pillars: process, tech, people

3. Inbound Process - How to attract advisors instead of chasing them

4. Technology Stack - Tools that drive marketing momentum

5. People & Teams - Building for scalable, sustainable growth

View the Digital Distribution Video Series

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What Our Clients Have To Say

“GK3 packaged up our 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

"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

"When we needed to increase our lead volume — and do so quickly — GK3 provided data-backed recommendations and executed seamlessly."

Rachel Pham, Head of Revenue Operations, STP Investment Services

Let’s Talk About Growing Your Firm

Schedule a Strategy Call with GK3 Capital

If your strategy isn’t keeping up with how buyers actually make decisions, we can help. In just one call, we’ll show you where the gaps are, what success looks like for a firm like yours, and how to build a system that drives qualified leads and measurable growth.

Our clients don’t need more tactics; they need results. Let’s build a plan together.

Schedule a Consultation