Wealth Planning

High Net Worth Leads Delivered

Growth your wealth planing business with our done-for-you prospecting.

Defiance has been a great partner in helping us with our digital marketing and Paid Search strategy. Defiance has been able to really learn the ins and outs of our business and apply those to our digital marketing strategies to help us achieve our overall business goals.
John, VP Marketing
Defiance, a rare gem. The team's work ethic and deep well of knowledge is delivered to us in a considered, thoughtful way. They are a partner who helps us be better, not a vendor we have to manage.
Alexander, CIO
Outstanding service and care with a deep rooted technical understanding. Responsiveness, treating my ad spend like it is their money and a true understanding of the digital marketing landscape.
Yoni, CEO
Great experience, makes a difference. Very easy to deal with and responsive to any requests.
Will, CEO
They stand out amongst their competitors for their out of the box thinking and knowledge on using AI and data to improve campaigns. They also really know Financial Services and Asset Management which gives them a huge leg up against others.
Lori, Chief Marketing Officer

Navigating Futures with Precision Digital Strategies

We understand that wealth managers should concentrate on nurturing client portfolios and building enduring legacies rather than constantly seeking new clients. Let us do the heavy lifting.

Sophisticated Clientele Reach

Attract and engage with affluent clients using data-driven insights that resonate with their financial aspirations.

Brand Enhancement

Position your brand as a beacon of financial wisdom and trustworthiness in a competitive digital landscape.


Streamline your digital processes for client management and communications, ensuring seamless experiences that reflect the caliber of your services.

Case studies
Enhancing Visibility and Client Acquisition: Baltimore Personal Injury Law Firm
Standing out for their out of the box thinking and knowledge using AI and data to improve campaigns. Knowledge of Financial Services and Asset Management gives them a huge leg up.
Lori, Chief Marketing Officer

Wealth Management FAQs

Expert Answers to Your Wealth Management Questions

What platforms can Defiance Analytics use wealth data to target high-net-worth individuals?

We utilize wealth data across major advertising platforms, including Google Ads, Facebook, Instagram, LinkedIn, Twitter, and YouTube. This cross-platform integration ensures that your message reaches affluent audiences wherever they spend their time online.

How does Defiance Analytics ensure the privacy and security of the wealth data used in campaigns?

We prioritize data privacy and security by adhering to strict data protection regulations and implementing robust security measures. Our data handling practices ensure that all information is used ethically and securely, providing peace of mind for our clients and their target audiences.

How does Defiance Analytics use wealth data to enhance targeting for advertising campaigns?

We leverage comprehensive wealth data, including net worth, asset ownership, and investment behaviors, to create highly targeted advertising campaigns. This allows us to focus on high-net-worth individuals who are most likely to be interested in your products or services, maximizing the efficiency and ROI of your ad spend.