Make 2025 the year you get growth right. Here’s how we can help. 👇
Intention.ly
Financial Services
Philadelphia, PA 7,728 followers
We work with fintech and finserv companies who want to transform the trajectory of their business.
About us
Intention.ly is the go-to growth consultancy and marketing agency for the financial services industry. With a client roster that includes the most recognized names in the business, we’ve earned a reputation for driving transformative growth and success within an increasingly competitive landscape. We’re not just strategists – we’re doers, focused on meticulous execution that drives tangible results. With a direct, no-BS approach and deep industry expertise, Intention.ly helps firms break through the noise, rise above the never-ending sea of sameness, and accelerate towards their goals.
- Website
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https://intention.ly/
External link for Intention.ly
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Philadelphia, PA
- Type
- Partnership
- Founded
- 2021
Locations
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Primary
Get directions
Philadelphia, PA, US
Employees at Intention.ly
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Zohray B.
Director of Marketing Ops @Intention.ly & HubSpot Nerd
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Randy Lambert
WealthTech Builder | People Leader | Strategy Execution | husband-father-grandfather
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Jess Flynn
💡 Bringing Ideas to Action 💫 Outsourced CMO for FinTech, RIA & Fund Managers 🎬 Fearless Brand Strategist 💎 Award-winning campaigns 🎙 🕶 Mom
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Kelly Waltrich
Intention.ly Founder & CEO l Growth Agent l Brand Builder l Champion for Modern Sales & Marketing l Fintech/Martech Advisor + Investor
Updates
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The marcoms conversation in wealth management is shifting. What can we expect in 2025? Overwhelmed prospects are looking for highly personalized, value-driven content, says Tina Powell – and firms that master the ability to build meaningful relationships through effective lead nurturing will win. Read Tina’s full breakdown in the Wealth Solutions Report Marcoms Roundtable → https://lnkd.in/eZqWCNF9 #marcoms #wealthmanagement
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You have a mile-long to-do list, but do you have a pressure-tested to-don’t list? Don’t Do That, is a podcast that features industry leaders sharing their trials and tribulations in hopes of helping you sidestep similar pitfalls. Subscribe now so you’re notified when the first episode drops next Wednesday! https://lnkd.in/gJTcbSTr #DontDoThat #FinancialServices #Podcast #Intention.ly
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Is there a better way to start the year than with an incredible new hire? 🤔 We think not – and we’re thrilled to welcome Jason Reiser to the Intention.ly family as our Chief Operating Officer! Jason brings deep experience in client acquisition, technology and product development, performance optimization, and more to his role, as well as expertise overseeing legal, risk, and compliance functions within financial services. Jason is an old friend to many of us here at Intention.ly, and we couldn’t be more excited to add his dynamic leadership to our growing team. Welcome, Jason! 🎉
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📢 Big News 📢 Kelly Waltrich, Co-founder and CEO, will launch a podcast that flips the script on conventional advice! The Don’t Do That podcast shares real stories and actionable insights from those who have figured it out so you don’t have to. Instead of adding more to your endless to-do list, we’re helping you start a new list – your to-don’ts! ✨ No fluff. No BS - just the best in the biz letting you learn from their mistakes. Coming Soon! 🎉 #DontDoThat #RealTalk #FinancialServices #Podcast #Intention.ly
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🎄The season’s upon us…and that means the Intention.ly offices will be closed beginning tomorrow, December 24 - January 1 to give our team the chance to rest, recharge, and return ready to help you exceed your growth goals in 2025. Wishing you and your loved ones a wonderful holiday week!
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Spotify, but make it marketing: your Intention.ly Wrapped is here! 🎁 Putting together the December edition of the Intention.ly Brief gave us a chance to reflect on a truly incredible year and how lucky we are to do work we love with the best in the business. Thank you for your support and partnership this year! We hope you enjoy our look back at the last 12 months (plus our top growth resources from 2024!)
The Intention.ly Brief | December 2024
Intention.ly on LinkedIn
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Tina Powell has consistently inspired our team and our broader community all year, and her recent article for Keena Pettijohn’s 𝘛𝘩𝘦 𝘚𝘢𝘴𝘴𝘺 is the dose of data-backed motivation we all need to finish the year with passion and purpose. In “Every Moment Matters: Lessons in Living Boldly and Unapologetically,” Tina candidly explores what she’s learned through her journey battling lung cancer, diving into the power of connection, consistent exercise, curiosity, and charity to enhance not just how long but how well we live. Read the full story here 👉 https://lnkd.in/gJMY8isG
Every Moment Matters: Lessons in Living Boldly and Unapologetically
Keena Pettijohn on LinkedIn
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Last week, we officially wrapped season one of the Intention.ly & Friends Book Club! Host Tina Powell led our incredible community through transformative, thought-provoking conversations with some of the industry’s most impactful voices on a variety of topics, from retirement to behavioral finance to cybersecurity and more. If you missed any of our 🔥 featured authors, you can catch all the recordings here: https://lnkd.in/g2b4-eQB Thank you to our 2024 guest authors: 📘 January: Lawrence Sprung, CFP® 📘 March: Samantha Russell 📘 May: Lori Van Dusen 📘 June: Andree Mohr 📘 July: Bart McDonough 📘 September: Amy Buttell 📘 October: Daniel Crosby, Ph.D. 📘 December: Christine Benz Stay tuned for season two coming in 2025. 👀 We’re turning the proverbial page to welcome Ashley Sophia Taylor as our new Book Club host! Look out for more information about upcoming guests soon, and thank you to everyone who has helped make #BookClub such a success. 📚♥️