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Digital sales, marketing, and
technology solutions to improve
and accelerate inflows

GK3 Capital services help you align your process, people, and technology with the way investors make their decisions today.

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Hours a Day
Hours a Day
on Social Media
of the Time on a
Mobile Device
Learn More About Digital Distribution

The world has changed.

You need to change, too.

Today, we spend an average of 7 hours a day online, 2.5 hours a day on social media, and 52% of the time connected through a mobile device. How you engage with clients must evolve for our online world.

For financial services, Digital Distribution™ is how you succeed.

GK3 Capital Services


Upgrade your inflows process to grow AUM

What do you get when you pair native financial industry knowledge with digital expertise?

We help you build a marketing and sales process that finally aligns with the buying behaviors of a digital world.

Our mix of strategic and tactical approaches lets you deliver the right message to the right people at the right time — and get the right leads to sales, too.

See Marketing & Sales Services


Your best people are about to get even better

As teammates working toward the same goal, we augment your sales and marketing teams to create a true digital revenue arm.

We can coach your team be more efficient and effective with digital tools and processes.

While we’re at it, we’ll serve up the right leads at the right time. Sales will have better qualified people to talk to — and can focus on having more valuable conversations.

See Coaching & Consulting Services

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Don’t let technology
be a barrier

The biggest threat to digital success is a threat the financial industry knows well: outdated or disconnected technologies. Our Technology solutions and services help you create the right connections to guide your prospective clients toward closing.

Wherever your tech stack stands today, you don’t have to stand there with it alone.

We can help take your firm from outdated to outpacing.

See Technology Services

What's it like working with GK3?

Hear what our clients have to say

“We have a compelling story to tell and it is GK3 who packaged our story and got it out to our target market, driving inbound interest beyond what we have ever experienced. The GK3 team is a delight to work with and loaded with talent and experience.”

Bob Herrmann

Chief Executive Officer


“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



Ready to grow your AUM?

Schedule a Free Consultation