Wealthtech Marketing That Gives Advisors a Reason to Care

Q: How much does wealthtech marketing cost?

It depends on whether you need a long-term strategy lead or an outside voice to sharpen your positioning. A positioning workshop starts at $12,500, ongoing fractional work starts at $8,000 a month, and a content program starts at $4,000 a month.

Q: Do you work with early-stage startups?

Yes, but I like to see a working, live product with early customers who can talk about their experiences. Before that, there isn't enough real market feedback to build a message on.

Q: How is this different from hiring a product marketing manager?

A product marketer works magic with talking about your features, tools, and how they help your customers. I help you decide what the company stands for first, so every launch tells the same story. If you have a product marketing manager already, we'll make a great team.

Q: Do you only work with wealthtech companies?

The majority of my work is with wealthtech companies and independent financial advisory firms, but I also work with nonprofits and other B2B technology companies.

Three Crowns Marketing helps wealthtech companies grow with product-led marketing that reaches the right financial advisors.

Meet with Johnny

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Designed for the companies creating the future of financial advice

I work best with early-stage wealthtech companies, often bootstrapped startups ready to start making an impact.

Why advisors tune out most wealthtech marketing

Walk any conference exhibit hall and you'll hear the same pitch at every booth. Save time. Integrate your tools. Scale your practice. Advisors have heard it so often that it's all forgotten immediately, regardless of how good your product might be.

Advisors buy software that clearly and immediately solves a problem in their daily lives. When that story isn't clear, every marketing dollar feels like a gamble that you can't afford.

What a clear message does for a wealthtech startup

Demos open with a focus on your client, not yourself. Your website explains in seconds why you're different. Your sales team, investors, and partners all talk about your company the same way, and your content reinforces your value at every turn.

Three ways to work with Three Crowns Marketing

Brand Positioning Workshop. One facilitated day with your leadership team to decide what your firm stands for. You leave with your positioning, your story, and the language your whole team will use, written by the person who was in the room. See how the workshop works →

Starting at $12,500

Fractional Marketing Strategist. Ongoing strategic leadership for growing firms that have people doing the marketing and need a senior lead to get the most out of them. I set the strategy, shape decisions for growth, and create the content that matters most. This engagement best serves growing firms that have outgrown founder-led marketing but aren't ready for a full-time CMO.

Starting at $8,000/month

Signature Content Program. Get articles, newsletters, and LinkedIn posts written from your positioning and in your firm's voice. These aren't high-end templates; I'm a copywriter by trade, and committed to delivering content only your firm could have published, so every piece makes the case for why a prospect should choose you, and only you.

Starting at $4,000/month

Not sure where to start? Get a free Website Clarity Check first. I'll score how clearly your website says what you do, who it's for and what a visitor should do next. Get your free Clarity Check →

Recognized as a leader in wealthtech marketing

Three Crowns Marketing won Digital Marketing Campaign of the Year at the 2026 Wealth Management Industry Awards, after five years as a finalist for campaigns with Riskalyze, Wealth Access, and Holistiplan.

I've also worked with wealthtech companies like Orion, Nitrogen, Holistiplan, Wealth Access, and Alphathena. See the work →