case study

moenio consulting

Moenio Consulting guides financial advisors to win (and keep) ultra-high-net-worth business. It is the only firm in the wealth management industry offering guidance based on very distinct, yet invaluable, insights gained from a behind-the-scenes perspective of real-life client/advisor interactions.


Velocitas was hired to develop a brand image for Moenio Consulting and handle all marketing activities for the launch. This included website development, video production, social media and CEO thought leadership content, and public relations.


Create Awareness

Video Production


Promotion of Company Launch

Public Relations


Website Design


Velocitas developed the content for a new landing page that included a contemporary and interactive design, as well as produced a high-end video introduction to the firm for distribution via LinkedIn to advisors nationwide. We crafted a launch press release that resulted in significant national pickups and international media interviews within the wealth management vertical.

Velocitas provided marketing and PR support throughout the launch of the new consulting initiative for Moenio.