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VerifiedAdvertising Services· Founded 2009

Marketing Wiz

At Marketing Wiz, we believe that financial marketing should be insightful, engaging, and results driven. It’s this belief that drives our team of copywriters, graphic designers, digital analysts, and marketing automation specialists to create truly unique campaigns and collateral for RIAs, IBDs, and individual advisors. Yes, our team understands the state of financial marketing today. More importantly - we are squarely focused on building tools, technologies, and content which will engage the next generation of investment clients.

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HeadquartersSaratoga Springs, United StatesEmployees7(1 to 10)Annual revenue<$1MFounded year2009Websitemarketingwiz.coLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

3

tools in use

Monthly traffic

17

organic / mo

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Decision-makers and verified team members

5 contacts with verified email or phone · masked until revealed.

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Top roles at Marketing Wiz

5 distinct titles indexed · top 5 shown.

  • 1account director
  • 1brand strategy & financial writing
  • 1creative services manager
  • 1founder
  • 1prepress quality control

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