Financial Expertise. Digital Excellence. Strategic Impact.
The growth operating system for asset & wealth management
We position your firm as the reference point in your market.
440K+
17+
42–82%
Decision-makers reached - Director to C-Suite
Collective impact - March 2025 to May 2026
Asset Managers
Multi-Family Offices
Placement Agents
Structuring Firms
Advisory Firms
WealthTechs
01
Who we serve
Specialized expertise. Outsized results.
We partner with a defined set of firms in the asset & wealth management space, taking on a limited number of clients per quarter in each vertical.
01
Asset managers
02
Multi-family offices
03
Placement agents
04
Structuring & advisory firms
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WealthTechs
02
The problem
More competition means one thing: Standing out is no longer an option
Your target clients are already online. The challenge is building a strong brand equity and a clear market positioning that keeps your firm top of mind.
+17,000
funds raising capital at the same time (Source: PREQIN)
78%
of HNWIs aged 55–75 active on Facebook, ~3 hrs/day
+65%
growth in “what to invest in” searches, past year
+58M
HNWIs globally (Source: UBS)
67%
are frequent YouTube users
98%
of HNWIs access apps daily
03
How we work
From Unknown to Unavoidable. One system.
01
Discover
We map your market position, competitive landscape, and the gaps your firm isn’t capitalizing on yet.
02
Build
A full-stack strategy that sets your firm apart and builds credibility at every touchpoint.
03
Amplify
Organic and paid distribution, outbound, and targeted lead gen that puts your firm in front of the right decision-makers.
04
Report
Monthly performance dashboard tied to the metrics that matter.
04
Our solutions & plans
Built for where you are. Design for where you are going.
Essential
Digital Foundation
Establish a professional digital presence with a disciplined monthly cadence.
Best for firms that
Need solid digital fundamentals
Want consistent content without complexity
Optimize cost while building presence
Speak to an audience primarily on LinkedIn
Elevate
Strategic Amplification
Amplify reach and convert authority into measurable influence.
Best for firms that
Have basic presence
Need reach amplification
Want to implement systematic nurturing
Miss a systematic nurturing strategy
Custom
Tailored Program
Combine modular add-ons into a bespoke program, scoped and quoted for your firm.
Best for firms that
Need further customization
Want to combine specific add-ons
Have complex requirements
Prefer a program built around their firm
ALL PLANS INCLUDE: Account management - standard analytics reporting - content optimization - regulatory compliance support
Many partnerships begin with a standalone project (a teaser, a presentation, their website, among others) and grow into a full engagement as results compound.
Talk to Us →
05
Beyond the plans - On demand
Modular services, scoped to fit.
Layer any of these services on top of your plan, or engage them as standalone projects.
Featured add-on
Position financial leaders as recognized voices in their market. Designed for principals and partners ready to build personal authority alongside their firm.
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8 Posts / month
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1 Article / month
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Monthly content calendar
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Quarterly market-insights brief
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Brand voice & tone development
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Monthly performance metrics
How it works You brief us. We scope and quote within 48 hours. You decide. No long-term commitments required.
Channels & Content
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Social Media Management
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SEO & AI Content Optimization
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Community Management
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Short Video Creations
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Email Marketing & Automation
Sales Collateral
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Factsheets & Teasers
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Corporate & Product Presentations
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DDQs
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Quarterly Reports
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Event & Roadshow Flyers
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Outbound Strategy Campaign
Brand
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Digital Brandbook
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Brand Positioning Guide
Digital Estate
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Website Development
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Landing Page Creation & Maintenance
06
Collective impact
The results speak for themselves.
Across active accounts in the asset & wealth management ecosystem | March 2025 to May 2026.
Total Impressions
New Followers
Total Clicks
Avg. CTR - 5–7x industry benchmark
Content Pieces Delivered
26–47%
Visitor → Follower - up to 10× benchmark
42–82%
Decision-Makers Reached - Director to C-Suite
$0.30
Paid CPM achieved - vs $6–12 industry avg
Aggregate, anonymized figures. Named case studies are shared privately, on request.
Request full portfolio →
07
Selected transformations
What changes when a firm gets the system.
A Central American Asset Manager & Investment Bank
Before
Dual-audience messaging challenge
Suboptimal digital presence
After
#1 engagement in its sector
42% decision-maker audience
15.2% average CTR
An Award-Winning Argentine Multi-Family Office
Before
410 followers, no content cadence
Low visibility in a crowded set
After
+237% follower growth
#1 engagement in its competitive set
77% decision-maker audience
A Global Structured Products & Funds House
Before
No unified positioning across verticals
Underused LinkedIn, no content framework
After
+190 organic followers in 2 months
17.6% average CTR
Unified cross-vertical content engine
A Boutique US-Based PERE Firm
Before
Organic reach capped its launch
No paid distribution in place
After
1.13M impressions in 30 days
949K video views
$0.30 CPM achieved
08
Zinnia Rankings
Proprietary market intelligence. Built for this industry.
Your sector has a ranking. Make sure your firm leads it.
See Where Your Category Stands →
Private Equity
RANKING
Private Debt
RANKING
GP Stakes
RANKING
Hedge Funds
RANKING
More coming each quarter
2026
09
Zinnia Media
A channel built for the ecosystem.
Conversations with founders, leaders, and operators shaping asset & wealth management, on a channel built for this audience. Your executives, in front of the people who matter.
Watch the Series →
10
The exclusive model
Why choose Zinnia over traditional agencies
We work with a limited number of clients per quarter in each vertical, and we own the assets most agencies outsource.
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Strengthen your brand
Your market has a leader. It should be you.
Your firm deserves the best possible digital expression.
Start Your Journey