What You Need to Know
- C-Suite Social Media CEO Tina Powell joins Intention.ly, which has acquired her firm at an unspecified price.
- SEI expanded its strategic partnership with Canoe Intelligence, a fintech firm powering alternative investment intelligence.
- Hybrid RIA Great Valley Advisor Group partnered with fintech firm Pontera to allow advisors to manage and trade their clients’ retirement assets across all accounts.
Growth engine design consultancy firm Intention.ly acquired C-Suite Social Media, an all-in-one digital marketing and social media agency supporting the financial services sector.
Combined, Intention.ly and C-Suite Social Media “will bring a markedly enhanced experience to their current and prospective client bases,” Intention.ly said Monday in a news release.
Terms of the deal were not disclosed.
With the purchase, Intention.ly is adding C-Suite Social Media CEO Tina Powell’s “significant industry expertise, high-performance mindset and visionary marketing approach to the Intention.ly leadership team,” according to Intention.ly.
The addition of Powell “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,” Intention.ly added.
Through the transaction, Powell will become Intention.ly’s chief growth officer and a partner.
“The synergy between our firms is electric,” according to Kelly Waltrich, Intention.ly CEO and co-founder.
“Combining our teams furthers our ability to turn marketing into a key revenue driver for the firms we serve,” Waltrich said in a statement. “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 said she’s known Waltrich and Meghan Richter, Intention.ly co-founder and president, for 10 years. “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,” according to Powell.
Since launching last year, Intention.ly has grown its team to include 20 employees across seven states, and it now serves 35 clients across the financial services ecosystem, including fintech firms, turnkey asset management platforms (TAMPs), RIAs, broker-dealers, consultants and wealth managers.
SEI Expands Canoe Intelligence Pact
SEI expanded its strategic partnership with Canoe Intelligence, a fintech firm powering alternative investment intelligence, the companies said in a joint announcement on Monday.