Financial Clients

Cryptocurrency and digital asset management firms are on the rise and fiercely competing for global business in a new financial landscape. The excitement of cryptocurrency and its investment possibilities is eclipsed only by the need for clear marketing and messaging that educates, excites, and compels visitors to take the next step in their investment journey.

A commodity trading advisor (CTA) is an individual or firm who advises a customer on buying and selling of futures contracts or options on futures, or certain foreign exchange contracts. The CTA registration is required by the National Futures Association, the self-regulatory organization for the industry. A CTA acts much like a financial advisor, except that the CTA designation is specific to providing advice relating to commodities trading.

In a competitive financial industry financial advisors and asset managers must compete with numerous other experts vying for the same customers as well as with technology, including robo-advisors. Financial advisors and asset managers are in the relationship business, which is why we design and market with value differentiation in mind.

Fintech describes any technological innovation in the financial sector, including innovations in financial literacy, retail banking, investment, marketplace lending, and even cryptocurrencies. Fintech is an exciting industry showing great momentum, making it essential for firms to stand out from a large — and growing — crowd. From big data analytics to digital currency, successful fintech companies understand the importance of ongoing marketing.

Hedge funds are alternative investments using pooled funds that may use several different strategies in order to achieve returns, or alpha, for their investors. Hedge funds can be actively managed or make use of derivatives and leverage in both domestic and international markets with the goal of generating high returns.

When private equity and VC firms seek human capital and new deals, they must build brand awareness through strategic digital Inbound Marketing that clearly and consistently highlights their long-term value and differentiation to partners, portfolio companies, and investors.

Prop traders, market makers, and high frequency trading groups are at the forefront of innovation in trading technology and execution…which means the competition among firms is fierce. A proprietary trading firm must have a visible brand, website, and marketing plan to highlight the firm’s value proposition. This is where Gate 39 excels.