GK3 Capital helps asset managers, wealth managers, fintech firms, and TAMPs grow by combining financial distribution expertise with digital marketing strategy. We specialize in building scalable marketing systems, producing high-converting content, and implementing our proven Digital Distribution™ process—an approach designed to align your brand with modern buyer behavior and generate measurable results across marketing and sales.

GK3 Capital offers three flexible pricing models based on your goals: monthly retainers starting at $8,500/month, project-based engagements starting at $10,000, and strategic coaching beginning at $5,000/month. We use a transparent point system—1 point equals $100—to assign value to each deliverable, so you know exactly what you're getting and can adjust your investment as priorities shift.

For more Pricing information check out our Pricing Blog and Pricing Page.

GK3 uses a value-based point system to price services clearly and flexibly—1 point equals $100. Each deliverable, like a website page, pitch deck, or campaign, has a set point value based on its complexity and impact, not the hours it takes to complete. This gives you full visibility into how your budget translates into outcomes and allows you to scale services up or down as your needs evolve.​

When you work with GK3 Capital, you’ll be supported by a dedicated team that includes an account manager and coordinator who oversees your engagement and communicates regularly, strategists who guide your marketing efforts, and a group of specialists such as writers, designers, HubSpot technologists, and developers who execute your campaigns-all tailored to your goals and adjusted as your needs evolve.

GK3 Capital is built on collaboration, so while we handle execution, your input is essential to success. You’ll participate in regular bi-weekly calls, provide feedback on deliverables, and help guide strategic direction—especially during the first 90 days, when we’re learning your business, building core assets, and launching initial campaigns. Our goal is to make the most of your time by prioritizing what drives results, while keeping communication focused and efficient.

Results depend on several factors—your current marketing foundation, the strategies we implement, and your specific goals. While some improvements may appear within the first 30 to 90 days, more substantial outcomes like lead generation, improved engagement, and ROI typically build over time. GK3 focuses on long-term growth by tailoring strategies to your business, which can include upgrading your website, launching campaigns, and automating lead nurturing.

We track results using real-time Performance Dashboards that are fully customized to your goals. These dashboards monitor key marketing and sales metrics—like website traffic, ad performance, lead generation, and conversion rates—and are reviewed weekly to identify what’s working and what needs to be optimized. This data-driven approach ensures full transparency, strategic recommendations, and measurable progress toward your business objectives.

Return on Investment (ROI) is measured by analyzing the revenue generated from our marketing efforts relative to the costs incurred. We track metrics such as lead conversion rates, customer acquisition costs, and overall revenue growth to assess the profitability and effectiveness of our strategies.​

GK3 Capital does not raise capital or sell products on your behalf. Instead, we equip your internal team with the strategies, tools, and content they need to grow assets under management. Our expertise in both digital marketing and financial distribution means we understand how to attract and nurture qualified leads, guide prospects through the buyer’s journey, and empower your sales team to close more effectively.

GK3 Capital delivers a full spectrum of marketing services tailored for financial firms, including paid digital advertising, SEO, content and email marketing, social media, video, event marketing, and branding. We also offer design services for investor materials like pitch decks and factsheets, all supported by strategy, automation, and technology to ensure your campaigns align with the modern buyer’s journey and drive measurable inflows.

The optimal marketing channel depends on your target audience's preferences and behaviors. We conduct thorough market research and audience analysis to identify the most effective channels—such as email marketing, social media, or content marketing—to reach and engage your specific audience.

Digital Distribution™ is a systematic, scalable model that aligns with how advisors and investors make decisions in our digital world. Digital distribution has three pillars: process, technology, and people. Together, the three pillars help you raise capital more effectively, more efficiently, and more profitably.

Yes, because the world has fundamentally changed. On average, your clients spend 7 hours each day online, 2.5 hours on social media, and 52% of the time connected through a mobile device. As a result, it’s become more challenging for your sales team to reach potential clients. Not long ago, your sales staff could make 50 dials and get 3 to 4 appointments. Now, it takes 100 dials to get 1. To succeed in our “digital first” era, you need to give your sales team the tools and training they need to move the numbers back in their favor. You must reach your prospective clients where they are: online. You must master digital sales and marketing.

Inbound is the roadmap for how to grow your business in a digital world. Inbound is an active framework that includes the tactics and strategies needed to align with the digital buying process of today. Your future clients are spending more and more time online, searching and researching for the solutions to their problems. Inbound is the sales and marketing strategy that aligns with this new behavior. When we translate inbound for financial services, inbound has three phases: the engagement phase, the due diligence phase, and the inflow stage.

A sprint at GK3 is a focused 30-day execution cycle designed to deliver your highest-priority marketing and sales initiatives with speed, clarity, and accountability. Each sprint follows a 4-week cadence: in week one, we launch and begin executing the approved plan; in week two, we meet for a bi-weekly update and begin planning the next sprint; in week three, we present the next sprint for feedback; and in week four, we review progress, evaluate campaign performance, and finalize the next plan. This structured process ensures ongoing momentum, full visibility, and alignment every step of the way.

Yes, GK3 Capital uses AI as a powerful tool to support our strategy, content, and campaign development—but we don’t rely on it to replace human expertise. We use AI to speed up tasks like SEO research, ad targeting, and content outlining, while our team brings the strategic thinking, industry knowledge, and compliance oversight needed to ensure everything we produce meets the high standards of financial services marketing. It’s the blend of AI and people that drives the best results.

GK3 Capital gathers data from a combination of first-party digital signals—like website activity, email engagement, and content downloads—and third-party sources through trusted data partners like FINTRX. We use this data to uncover buyer intent, prioritize qualified leads, and personalize outreach. All of it is integrated into your marketing strategy to improve decision-making, increase conversions, and align sales and marketing around real-time prospect behavior.

HubSpot is an all-in-one platform for marketing, sales, and customer service that helps businesses attract leads, manage contacts, and close deals. Its CRM system tracks interactions and organizes data, while its marketing tools allow you to build landing pages, automate email campaigns, and analyze web traffic. By integrating sales and marketing functions, HubSpot makes it easier for teams to collaborate and drive measurable growth.

HubSpot offers a range of pricing tiers depending on your needs, with plans for Marketing, Sales, and Service starting as low as $20/month and scaling into the thousands for enterprise-level tools. Costs vary based on the features you need—like automation, reporting, or CRM customization—and the number of marketing contacts. GK3 helps clients select the right HubSpot plan and provides full setup, integration, and optimization to ensure you get the most out of your investment.​

Absolutely. Our team has experience integrating and working with various CRM platforms, including Salesforce. We can tailor our strategies and tools to complement your existing systems, ensuring seamless collaboration and data consistency.​

You don’t need expensive equipment to get started—great videos can be made with just a smartphone. To improve quality, we recommend adding a microphone and ring light, which are simple, low-cost upgrades. Getting started is all about planning: write a clear script, set up a distraction-free space, and use a basic structure to keep your message focused. As for cost, GK3 clients can choose to create videos in-house with our coaching or have our team handle filming, editing, and production—costs vary depending on your goals and involvement.

At GK3 Capital, we pride ourselves on maintaining a dedicated in-house team of experts to deliver our core services. This approach ensures consistent quality and alignment with our clients' objectives. For specialized needs outside our primary scope, we may collaborate with trusted partners to provide comprehensive solutions.