BRANDING + MARKETING FOR FINANCIAL SERVICES THAT
BUILD TRUST, DISTINCTION, AND LONG-TERM VALUE
In the fast-growing space of UHNW financial services, complexity abounds. Your brand must cut through the noise and signal your competitive advantage.
Since 2014, LIGHT+CO has specialized in leveraging brand heritage as a competitive advantage and catalyst for marketplace energy and premium. With years of experience building brands for family offices and investment firms that serve the upper ends of the market, we understand the nuances and complexities of family wealth, the changing landscape for the HNW and UHNW segments, and the importance of building a brand that elevates and differentiates your offering.
WHERE FAMILY WEALTH MEETS BRAND EXPERTISE
LIGHT+CO is a creative and strategic brand studio and marketing agency with deep experience in the financial sector. Whether modernizing a legacy institution or launching a new player in wealth, private equity, or fintech, we deliver clarity, cohesion, and competitive edge. Our work doesn’t just make you look good, it makes your offering unique and unmistakable.
We understand the unique nuances and complexities of building singular financial services brands.
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Complex offerings that need simple storytelling
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Regulatory limitations around language and visuals
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The tension between tradition and innovation
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The need to bridge marketing, product, and advisor teams
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Clients who demand both digital fluency and emotional intelligence
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Marketing to discerning families and their complex network of advisors
What we deliver
Brand Strategy. Storytelling.
Full-Funnel Marketing Built for Financial Services.
MARROW/MOJO™
ASSESSMENT
A powerful diagnostic tool for benchmarking the current state of your brand’s core equities and traction/momentum in the marketplace.
POSITIONING + MESSAGING
Clarify what sets your firm apart, whether you advise UHNW families, institutions, or emerging investors. We help craft brand narratives that align with client expectations, regulatory realities, and evolving markets.
VISUAL IDENTITY SYSTEMS
Signal trust, stability, modernity, and the values that set your firm apart. Our design work helps private wealth brands project confidence without compromising character, across all core marketing and research materials.
CREATIVE PLATFORMS + CONTENT ECOSYSTEMS
From white papers and investor decks to explainer videos and LinkedIn thought leadership, we build content systems that reflect expertise, reduce friction, and support the full funnel.
ADVISOR ENABLEMENT
Your advisors are your brand. We develop the messaging platforms, sales business development tools, and internal playbooks that drive clarity, consistency, and conviction across client touchpoints.
WEB + DIGITAL EXPERIENCE
Design and optimize digital experiences that reinforce credibility, communicate complexity with clarity, and turn interest into action, from first click to CRM handoff.
Some of the financial services brands our team has advised
