Intention.ly, the growth engine design consultancy firm transforming the way fintech and finserv firms approach marketing, announced today that it has acquired C-Suite Social Media, an all-in-one digital marketing and social media agency supporting the financial services sector. Together, Intention.ly and C-Suite Social Media will bring a markedly enhanced experience to their current and prospective client bases. Terms of the deal are not disclosed.

“The synergy between our firms is electric”

The addition of C-Suite Social Media CEO Tina Powell’s significant industry expertise, high-performance mindset and visionary marketing approach to the Intention.ly leadership team will enable the combined firm to drive accelerated growth for some of the most sophisticated and innovative businesses across the financial services and financial technology industries.

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“The synergy between our firms is electric,” said Kelly Waltrich, CEO and Co-Founder of Intention.ly. “I couldn’t be more excited to join forces with Tina and C-Suite Social Media. Combining our teams furthers our ability to turn marketing into a key revenue driver for the firms we serve. It also opens new avenues for tremendous innovation and creativity, including influencer marketing opportunities, podcast and video production services, social media engagement and more.”

Powell will now become Intention.ly’s Chief Growth Officer and partner at the firm. She added: “I’ve known Kelly and Meghan [Richter, Intention.ly’s Co-Founder and President] for 10 years, and Intention.ly’s vision for transforming the role of marketing in the financial services space aligns perfectly with what we’ve been working toward at C-Suite since 2017. I’m thrilled about the opportunity to bring our combined talent, resources and marketing philosophy to more firms who are serious and excited about adopting a modern approach to growth.”

Since launching last year, Intention.ly has grown its team to encompass 20 employees across seven states. It now serves 35 clients spanning various corners of the financial services ecosystem, ranging from fintech companies to turnkey asset management platforms (TAMPs), registered investment advisers (RIAs), broker-dealers, consultants, wealth managers, and more.

“What started as an idea in Kelly’s kitchen has become a well-oiled growth machine that’s only gaining momentum,” Richter said. “And that’s the power of modern marketing. Firms are catching on to the fact that more than any other function of their business, marketing can drive growth that’s scalable, sustainable and efficient. The addition of Tina will only accelerate our mission of helping more firms transform their marketing function in pursuit of their biggest business goals.”

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