San Diego, Calif., (October 5, 2017) – Mindgruve, one of the fastest growing marketing and technology agencies in the nation, was recently named the Agency of Record for United Capital Financial Advisers. Founded in 2005, United Capital is the first and largest Financial Life Management firm with more than 80 offices nationwide and over $19 billion in assets under management. Its mission is to foster deep relationships between advisors and clients, supported by simple yet powerful tools, to help the latter make honest, informed and disciplined financial choices that improve their lives.
“We need bold, brave ideas to evolve our brand and build our business,” said Erin Pryor, Vice President of Integrated Marketing at United Capital. “Mindgruve, we believe, can deliver with its integrated approach to strategy, creative, media and analytics. We’re excited to explore the potential of this partnership as we set our sights toward the future.”
Agency teams will collaborate to provide a tactical mix of services with the goals of increasing awareness and driving acquisition for United Capital, both from a B2C and B2B perspective. Among other things, this will include research, branding, advertising, communications plans, content development, website and app development as well as optimization.
“United Capital is a pioneer in the wealth management space and has a compelling value proposition,” said Chad Robley, co-founder and CEO of Mindgruve. “We’re excited to draw upon our expertise to help tell their story, elevate the brand and drive more clients.”
Mindgruve is composed of strategists, creatives, marketers and engineers from around the world driven by one common purpose—create groundbreaking ideas in marketing and technology that move the needle. Our process is simple, iterative and agile. We work in small teams, solving big challenges in open collaboration with our clients. We dive deep into their businesses, ideate, build, launch and learn. View select clients and work.
About United Capital Financial Partners
United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC (“United Capital”) and its consulting affiliate, is an independent financial life management firm. United Capital is a Registered Investment Adviser (RIA) offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs. Today, United Capital has approximately $19.3 billion in assets under management and 84 offices nationwide. For more information, please visit www.unitedcp.com.