The investment management industry is too competitive to rely on referrals for business development. With investors now doing research online, advisors and asset managers must harness demographic changes to remain competitive and grow AUM. Doing so through the use of technology will also enable firms to scale more efficiently.
Freewheel is an outsourced digital-CMO that tailors its approach based upon the growth objectives of its partners. In this capacity, we can deliver sophisticated strategies previously out of reach for boutique firms.
We are unique in combining the domain expertise of investment management with that of digital marketing technology. This is a finite niche which we excel in and enjoy.