The GK3 Capital Services Catalog gives you a comprehensive view of the strategies, tools, and campaigns that help ETF issuers attract investors, build trust, and scale distribution.
Whether you're preparing to launch a new fund or trying to break through digital noise with an existing product, this guide will show you exactly how to move from vision to execution, with measurable results at every step.
If your firm is struggling to turn marketing into measurable growth, this catalog shows you how to fix it.
Inside, you’ll find:
A clear view of our marketing, sales, and tech services
Flexible packages for asset managers, ETFs, and fintechs
Award-winning creative and campaign execution
Retainers, projects, and coaching options
Real-world results, including a $500M capital raise and national design awards
This is your roadmap to modern distribution, investor engagement, and scalable marketing success.
This catalog gives you a complete look at how GK3 Capital helps financial firms grow in a digital-first world. From strategy and creative to automation and analytics, it showcases the services that power distribution, increase investor visibility, and deliver real business outcomes.
Leverage proven programs like DD360° to drive measurable investor engagement and lead generation.
From pitch decks to paid campaigns, get everything you need to go to market faster and stronger.
Streamline sales ops with dashboards, automation, and CRM setup tailored to financial services.
See examples of fund launches and campaigns that earned national recognition from FCS.
Choose from retainer, project, or coaching models, aligned to your team, budget, and goals.
We’ve answered the most common questions about what’s inside the guide, who it’s for, and how it can help your firm drive measurable results.
This catalog gives you a detailed overview of GK3 Capital’s services—including digital marketing, sales enablement, CRM optimization, content creation, and distribution strategies. It includes real client examples, packaged offerings like DD360° and Fund Launch Services, and flexible engagement models so you can find the right fit for your firm.
It helps your firm identify the strategies and tools that lead to measurable growth. Whether you're launching a fund, scaling distribution, or modernizing investor outreach, this catalog shows how to connect the dots between marketing, sales, and technology—with fewer silos and better ROI.
This catalog is designed for ETF issuers, asset managers, RIAs, real estate sponsors, fintech marketers, and fund distribution leaders. If you're focused on raising capital, generating leads, or improving brand presence in a digital-first world, this resource is built for you.
"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
"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
"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 website 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
“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 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
"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
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.