Elevate Wealth Advisory has been a longtime partner of Kaptiv8’s. Having guided them through a complete rebrand from Vickery Financial to Elevate Wealth Advisory in 2019, we’ve seen the firm grow into a modern, forward-thinking wealth advisory.
Their holistic approach has no doubt been successful, with an average 7 year growth rate of 11%. However, since partnering with Kaptiv8 for marketing support with strategy implementation, Elevate’s 2025 growth rate increased to 16.5%.
We’ve managed Elevate’s social media accounts since 2022. With intentionally curated strategies, comprehensive research, extensive auditing, and creative campaign execution, we’ve seen increases and growth across the board. In 2025 alone, we saw a 23% increase in net audience growth, 110% increase in impressions, and a 40% increase in engagements compared to 2024.
Through of a mix of digital marketing efforts including SEO, GEO, Paid Search, and Paid Advertising, we’ve been able to help Elevate achieve their aggressive growth goals and a steady increase in Assets Under Management. Throughout the first five months of 2026, marketing efforts drove 190 leads.
As a result of our comprehensive marketing strategy, Elevate’s Assets Under Management has grown year-over-year for the past 3 years, with an average growth rate of 14.82%. 2025’s AUM growth rate was 16.5%, showing what can be accomplished when all facets are working together to facilitate growth.
As Elevate looks toward the next seven years and beyond, Kaptiv8 is eager to continue propelling Elevate’s ambition and watching the advisory grow.
What We Delivered:
