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Entities Organizations Intention.ly

Organization · Digital Marketing

Last updated 2026-05-13

Confirmed

Intention.ly

Intention.ly is the go-to growth consultancy and marketing agency for the financial services industry. The company helps firms elevate their brand presence, align marketing with firm vision, and drive measurable, sustainable growth through services in marketing, branding, communications, AI, advisor recruitment, talent acquisition, events, and HubSpot services.

Not to be confused with Intent.ly or other similarly named entities; this is the financial services growth consultancy and marketing agency founded by Kelly Waltrich in 2021.

Extended Facts

Legal name Intention.ly
Founded 2021
Sales hello@intention.ly
Team size ~11-50 (2026)
Address 950 S 10th St, Suite 009, Omaha, NE, 68108, US

Relationships

People

Kelly Waltrich Founder and CEO
Tina Powell Partner, Chief of Community
Joe Steuter Partner, Chief of Client Strategy

Products

Identity Triangulation

Cross-platform entity consensus: 2 independent sources

SameAs links connect this entity to its canonical presence across authoritative platforms.

Schema Record

The Schema.org JSON-LD record for this entity. Available via the open API at the endpoint below.

/api/entity/intention-ly JSON-LD · No auth
{
  "@context": "https://schema.org",
  "@type": "Organization",
  "name": "Intention.ly",
  "url": "https://intention.ly/",
  "description": "Intention.ly is the go-to growth consultancy and marketing agency for the financial services industry. The company helps firms elevate their brand presence, align marketing with firm vision, and drive measurable, sustainable growth through services in marketing, branding, communications, AI, advisor recruitment, talent acquisition, events, and HubSpot services.",
  "disambiguatingDescription": "Not to be confused with Intent.ly or other similarly named entities; this is the financial services growth consultancy and marketing agency founded by Kelly Waltrich in 2021.",
  "sameAs": [
    "https://www.linkedin.com/company/intention-ly"
  ],
  "identifier": [
    {
      "@type": "PropertyValue",
      "name": "Company website",
      "value": "https://intention.ly/",
      "url": "https://intention.ly/"
    },
    {
      "@type": "PropertyValue",
      "name": "LinkedIn",
      "value": "https://www.linkedin.com/company/intention-ly",
      "url": "https://www.linkedin.com/company/intention-ly"
    }
  ],
  "dateModified": "2026-05-13T14:13:56.654",
  "legalName": "Intention.ly",
  "logo": {
    "@type": "ImageObject",
    "url": "https://intention.ly/wp-content/uploads/2025/10/Intention.ly-Logo-Stacked-White.png"
  },
  "foundingDate": "2021-01-01T00:00:00",
  "address": {
    "@type": "PostalAddress",
    "streetAddress": "950 S 10th St, Suite 009",
    "addressLocality": "Omaha",
    "addressRegion": "NE",
    "postalCode": "68108",
    "addressCountry": "US"
  },
  "slogan": "Where the Industry Goes to Grow",
  "contactPoint": {
    "@type": "ContactPoint",
    "email": "hello@intention.ly",
    "contactType": "sales"
  },
  "knowsAbout": [
    {
      "@type": "Thing",
      "name": "Financial Services Marketing",
      "url": "https://intention.ly/growth-services/marketing-services/"
    },
    {
      "@type": "Thing",
      "name": "Brand Messaging",
      "url": "https://intention.ly/growth-services/branding-services/"
    },
    {
      "@type": "Thing",
      "name": "Content Marketing",
      "url": "https://intention.ly/growth-services/marketing-services/"
    },
    {
      "@type": "Thing",
      "name": "AI Services",
      "url": "https://intention.ly/growth-services/ai-services/"
    },
    {
      "@type": "Thing",
      "name": "Advisor Recruitment",
      "url": "https://intention.ly/growth-services/advisor-recruitment/"
    },
    {
      "@type": "Thing",
      "name": "Talent Acquisition",
      "url": "https://intention.ly/growth-services/talent-acquisition/"
    },
    {
      "@type": "Thing",
      "name": "Event Services",
      "url": "https://intention.ly/growth-services/event-services/"
    },
    {
      "@type": "Thing",
      "name": "HubSpot Services",
      "url": "https://intention.ly/growth-services/hubspot-services/"
    },
    {
      "@type": "Thing",
      "name": "Communications",
      "url": "https://intention.ly/growth-services/communications-services/"
    },
    {
      "@type": "Thing",
      "name": "Growth Strategy",
      "url": "https://intention.ly/engagement-options/"
    }
  ],
  "hasOfferCatalog": [
    {
      "@type": "OfferCatalog",
      "name": "Growth Services",
      "itemListElement": [
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Marketing Services",
            "url": "https://intention.ly/growth-services/marketing-services/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Branding Services",
            "url": "https://intention.ly/growth-services/branding-services/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Communications Services",
            "url": "https://intention.ly/growth-services/communications-services/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "AI Services",
            "url": "https://intention.ly/growth-services/ai-services/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Advisor Recruitment",
            "url": "https://intention.ly/growth-services/advisor-recruitment/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Talent Acquisition",
            "url": "https://intention.ly/growth-services/talent-acquisition/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Event Services",
            "url": "https://intention.ly/growth-services/event-services/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "HubSpot Services",
            "url": "https://intention.ly/growth-services/hubspot-services/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Advisor Brand Builder",
            "url": "https://intention.ly/advisor-brand-builder/"
          }
        }
      ]
    }
  ],
  "award": [
    "Advisor Brand Builder named Pinnacle's 2026 Generative AI Platform of the Year"
  ],
  "founder": [
    {
      "@type": "Person",
      "name": "Kelly Waltrich"
    }
  ]
}