ProperExpression
Wealth Management Growth Marketing & RevOps | RIAs + FinTech/WealthTech | HubSpot Platinum Solutions Partner
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- Roles tracked
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- In pipeline
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Company intel
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- Marketing Services
- Company size
- 29 people
- Headquarters
- Washington DC, DC
- Type
- Privately Held
ProperExpression is a wealth-management-focused growth marketing and RevOps agency serving established RIAs and advisory firms, with additional expertise serving FinTech and WealthTech companies in the wealth-management ecosystem. We connect strategy, content, SEO, paid media, CRM and marketing technology, automation, attribution and sales alignment into one full-funnel growth system designed to build qualified demand, improve conversion and connect marketing to pipeline and revenue. For RIAs and advisory firms, that work can also support scalable client and advisor acquisition and AUM growth.