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Entities Organizations Marketing Wiz

Organization · Digital Marketing

Last updated 2026-05-16

Confirmed

Marketing 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.

Same as

LinkedIn ↗ Marketingwiz ↗

Extended Facts

Legal name Marketing Wiz
Founded 2009
Sales hello@marketingwiz.co · (518) 213-4767
Team size ~2-10 (2025)
Address 462 Broadway #200, Saratoga Springs, NY, 12866, US

Identity Triangulation

Cross-platform entity consensus: 2 independent sources

LinkedIn https://www.linkedin.com/company/marketingwiz ↗
Company website https://marketingwiz.co/ ↗

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/marketing-wiz JSON-LD · No auth 
{
  "@context": "https://schema.org",
  "@type": "Organization",
  "name": "Marketing Wiz",
  "url": "https://marketingwiz.co/",
  "description": "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.",
  "disambiguatingDescription": "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.",
  "sameAs": [
    "https://www.linkedin.com/company/marketingwiz"
  ],
  "identifier": [
    {
      "@type": "PropertyValue",
      "name": "Company website",
      "value": "https://marketingwiz.co/",
      "url": "https://marketingwiz.co/"
    },
    {
      "@type": "PropertyValue",
      "name": "LinkedIn",
      "value": "https://www.linkedin.com/company/marketingwiz",
      "url": "https://www.linkedin.com/company/marketingwiz"
    }
  ],
  "dateModified": "2026-05-16T12:37:44.078",
  "legalName": "Marketing Wiz",
  "logo": {
    "@type": "ImageObject",
    "url": "https://marketingwiz.co/wp-content/uploads/2023/08/cropped-MWiz-Logo-1.png"
  },
  "foundingDate": "2009-01-01T00:00:00",
  "address": {
    "@type": "PostalAddress",
    "streetAddress": "462 Broadway #200",
    "addressLocality": "Saratoga Springs",
    "addressRegion": "NY",
    "postalCode": "12866",
    "addressCountry": "US"
  },
  "slogan": "Create What Matters",
  "contactPoint": {
    "@type": "ContactPoint",
    "telephone": "(518) 213-4767",
    "email": "hello@marketingwiz.co",
    "contactType": "sales"
  },
  "knowsAbout": [
    {
      "@type": "Thing",
      "name": "Financial Marketing",
      "url": "https://marketingwiz.co/"
    },
    {
      "@type": "Thing",
      "name": "Wealth Management",
      "url": "https://marketingwiz.co/who-we-serve/"
    },
    {
      "@type": "Thing",
      "name": "RIA Marketing",
      "url": "https://marketingwiz.co/solutions/"
    },
    {
      "@type": "Thing",
      "name": "Marketing Strategy",
      "url": "https://marketingwiz.co/solutions/#marketing"
    },
    {
      "@type": "Thing",
      "name": "Sales Enablement",
      "url": "https://marketingwiz.co/solutions/#Sales-Enablement"
    },
    {
      "@type": "Thing",
      "name": "Design & Web Development",
      "url": "https://marketingwiz.co/solutions/#Design"
    },
    {
      "@type": "Thing",
      "name": "Financial Writing",
      "url": "https://marketingwiz.co/solutions/#Financial-Writing"
    },
    {
      "@type": "Thing",
      "name": "Marketing Execution",
      "url": "https://marketingwiz.co/solutions/#Marketing-Execution"
    },
    {
      "@type": "Thing",
      "name": "Client Portal",
      "url": "https://marketingwiz.co/portal/"
    },
    {
      "@type": "Thing",
      "name": "Mobile Apps for RIAs",
      "url": "https://marketingwiz.co/mobile-apps-for-rias/"
    }
  ],
  "hasOfferCatalog": [
    {
      "@type": "OfferCatalog",
      "name": "Solutions",
      "itemListElement": [
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Marketing Strategy",
            "url": "https://marketingwiz.co/solutions/#marketing"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Sales Enablement",
            "url": "https://marketingwiz.co/solutions/#Sales-Enablement"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Design & Web Development",
            "url": "https://marketingwiz.co/solutions/#Design"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Financial Writing",
            "url": "https://marketingwiz.co/solutions/#Financial-Writing"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Marketing Execution",
            "url": "https://marketingwiz.co/solutions/#Marketing-Execution"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Client Portal",
            "url": "https://marketingwiz.co/portal/"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Mobile Apps",
            "url": "https://marketingwiz.co/mobile-apps-for-rias/"
          }
        }
      ]
    }
  ],
  "founder": [
    {
      "@type": "Person",
      "name": "Craig Hall"
    }
  ]
}