Entities Organizations Marketing Wiz
Organization · Digital Marketing
Last updated 2026-05-16
ConfirmedMarketing Wiz
Marketing Wiz is a financial marketing agency built to support the needs of innovative wealth advisors. The agency helps registered investment advisory (RIA) firms grow assets under management (AUM) by providing strategic marketing, sales enablement, design, web development, financial writing, and marketing execution services. They serve RIAs managing over $2 billion in AUM/AUA and focus on helping firms scale their marketing efforts through a blend of technology and talent.
Not to be confused with Wiz (cloud security), Therapist Marketing Wiz, or Marketing Wiz Australia; this is the Saratoga Springs-based financial marketing agency for RIAs founded by Craig Hall in 2009.
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