<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=297304400871611&amp;ev=PageView&amp;noscript=1">

Our financial industry experts revolutionize how you raise capital

Our team combines over 100 years of financial services experience with cutting-edge digital strategies. We transform how our clients grow AUM and revenues.

Our solutions
GK3_logo_hero

Helping clients grow AUM in a “digital first” world

OUR BEGINNINGS

A simple mission

GK3 Capital Founder and CEO, John Gulino, has dedicated his entire career to asset management distribution. He’s held nearly every seat in the industry, from external wholesaler and road warrior to running an internal sales desk for one of the world’s largest fund managers. He’s supervised sales teams and served at the top ranks of executive leadership.

Before founding GK3 Capital, John was recruited to serve as Executive Vice President of a well-known financial technology company. His mission: build a consulting business dedicated to helping asset managers accelerate growth through the power of data. Every client—big, small and in between—was struggling with the same challenges:

  • Advisors no longer answered the phone
  • Wholesalers couldn’t get appointments
  • Competition was fierce
  • Fee compression was the norm
  • The cost of raising capital was rising
  • Margins were squeezed

Solving his client’s challenges became his new mission, and the mission of GK3 Capital.

HOW WE’RE DIFFERENT

We speak two languages: digital and distribution

At GK3 Capital, our team is fluent in digital and financial services distribution. We combine long experience and deep expertise in finance and all things digital.

We’re uniquely qualified. Our team has raised capital for registered funds and private funds, traditional and alternative strategies, real estate programs and mutual funds, retirement products, private equity and venture capital. We’ve learned first hand how to raise capital from across the major distribution channels: wirehouses, independent broker-dealers, registered investment advisors, banks and trust companies, retirement plan and insurance advisors, consultants, institutions, and direct to investors. We unite distribution expertise with digital excellence encompassing sales and marketing automation, sales coaching, sales enablement, SEO, content strategy, design, website engineering, digital advertising, email marketing, CRM and database management, and more.

Over the last 6 years, we have partnered with asset managers, wealth managers, fintech firms, and TAMPs seeking to master digital distribution. Our clients collectively manage tens of billions of dollars and raise billions more each year. We continually refine our process as we help our clients compete and grow amidst accelerating change.

AdobeStock_310447004

Who we serve in financial services

asset-manager

Asset Managers

Every asset manager faces stiff competition for flows or performance. To thrive, asset managers need to embrace digital marketing to reach...Read More

sponsers

Real Estate Sponsors

Raising capital for real estate funds requires specialized expertise. At GK3 Capital, we’re experienced at marketing across the entire...Read More

invest

Alternative Investments

Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your...Read More

mutual_funds

Mutual Funds

Is your mutual fund or ETF ready for the future? Independent, boutique, and specialized mutual funds and ETFs must differentiate themselves...Read More

wealth

Wealth Managers

More than ever, private clients need the help of financial advisors to preserve and enhance their wealth, achieve their goals, and provide...Read More

two_gears

Financial Data & Technology

Technology is the soul of fintech. Thus, digital marketing is natural for financial technology firms. Your clients look to you for...Read More

Our mission is simple: Help financial services organizations transform their sales and marketing for a digital world.

Meet the GK3 Capital team

GK3-John-V2

John Gulino

Chief Executive Officer
GK3-Rick-V2

Rick Lake

Content & Investment Strategist
GK3-Keith-V2

Keith Kochberg

Chief of Digital
GK3-Staci-V2

Staci Baker

Chief Operating Officer
GK3-Tess-V2

Tess Grande

Director of Account Management
GK3-Katie-V2

Katie Cosgrove

Account Manager
GK3-Ethan-V2

Ethan McRae

Account Manager
GK3-Heather-V2

Heather Gulino

Account Manager
GK3-Kristen-V2

Kristen Komyati

Account Manager
GK3-Kevin-V2

Kevin Chabra

Operations Manager
GK3-Kylie-V2

Kylie Halpin

Inbound Strategist
GK3-Jonah-V2

Jonah Wilson

HubSpot Technologist
GK3-Tom-V2

Tom Venner

Creative Director
GK3-Mike-V2

Mike Mathies

Content Writer
GK3-Eric-V2

Erin Reitz

Media Director
$ 0 B+

Client AUM
in 2021

0

Leads and appointments
scheduled in 2021

$ 0 B+

Rasied by our clients
in 2021

0 B+

Combined years of experience in
financial services

Don’t just take our word for it

Hear what our clients have to say

“GK3 does so many things for our company - we have a compelling story to tell & it is GK3 that has packaged up that story & gotten it out to our target market, driving inbound interest beyond what our company has ever experienced.”

BOB HERRMANN
Chief Executive Officer
FREEDOM ADVISORS
Freedom_adviser-1

“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 & effectively raise capital.”

CRIAG KATZ
Executive Vice President
DISCOVERY DATA
discovery_data

"GK3 upgraded our digital footprint and revolutionized our brand. They captured our message and voice perfectly — we now have a digital presence that captures our philosophy to our target audience."

PATRICK J. LYNCH III
CFS, Senior Partner
WHITESTONE WEALTH MANAGEMENT SERVICES
whitestone-1

“The new digital platform GK3 created for our sales team exceeded our expectations… [it] will reach more than 50,000 financial professionals by the end of the year.”

COLLIN COSGROVE
Executive Vice President
INLAND SECURITIES CORPORATION
inland

Discover how GK3 Capital can help you accelerate your AUM growth

Explore our solutions