.png)
SOCIETY22: THE HEALTHTECH AGENCY
The Financial Communications Agency That Builds Billion-Dollar Reputations
As a leading wealth management PR agency, Society22 PR helps firms transform credibility into capital growth. Our clients manage $120B+ in assets and have attracted over $12B in new AUM through strategic wealth management PR and reputation-driven communications.
recent wins
These case studies are more than highlight reels—they’re masterclasses in what happens when you stop following the same old PR playbook and let a team with grit, insight, and strategy rewrite the rules.
These case studies are more than highlight reels—they’re masterclasses in what happens when you stop following the same old PR playbook and let a team with grit, insight, and strategy rewrite the rules.
These case studies are more than highlight reels—they’re masterclasses in what happens when you stop following the same old PR playbook and let a team with grit, insight, and strategy rewrite the rules.
These case studies are more than highlight reels—they’re masterclasses in what happens when you stop following the same old PR playbook and let a team with grit, insight, and strategy rewrite the rules.
These case studies are more than highlight reels—they’re masterclasses in what happens when you stop following the same old PR playbook and let a team with grit, insight, and strategy rewrite the rules.
These case studies are more than highlight reels—they’re masterclasses in what happens when you stop following the same old PR playbook and let a team with grit, insight, and strategy rewrite the rules.
Our Financial Services Communication Expertise
.png)
Strategic Media & Industry Authority
-
Financial media relationships (Wall Street Journal, Financial Planning, Barron's)
-
Market commentary and economic trend positioning
-
Industry award submissions and recognition campaigns
-
Speaking opportunities at wealth management conferences
-
Crisis communications for sensitive situations
Executive Thought Leadership & Trust Building
-
Principal and advisor positioning as market experts
-
Ghostwritten articles in respected financial publications
-
LinkedIn executive branding for HNW prospect engagement
-
Podcast placement on shows affluent clients trust
-
Media training tailored for financial services compliance
Client-Focused Brand Strategy
-
Messaging for ultra-high-net-worth families
-
Succession planning and generational wealth communication
-
ESG and impact investing positioning
-
Digital transformation messaging
-
Referral partner communication strategies
Our integrated approach combines wealth management PR with strategic brand positioning—bridging the gap between traditional communications and modern financial marketing.
The Challenge: Trust Takes Decades to Build, Seconds to Destroy
You manage millions—or billions—in client assets. Your investment acumen is proven. But in today's skeptical financial landscape, expertise alone isn't enough.
92% of high-net-worth individuals research wealth managers online before scheduling meetings. Without strategic visibility and proactive wealth management PR, even the most successful firms remain invisible to their ideal prospects.
At Society22 PR, we don’t just manage communications—we operate as a specialized wealth management PR firm, building authority, strengthening digital reputation, and protecting firms during volatile markets. As a trusted wealth management PR company, we ensure your expertise is visible where affluent clients and institutional partners are paying attention.
Why Leading Wealth Management Firms Choose Society22
Our strategic communications directly contribute to growth. In the past three years, our clients have:
-
Attracted $12B+ in new assets under management
-
Reduced average client acquisition costs by 45%
-
Achieved 90% client retention during market downturns
-
Generated $200M+ in referral business from enhanced visibility
Our structured wealth management PR strategies focus on long-term asset growth, not short-term media wins.
Measurable Business Impact
We understand your world intimately. Our team includes former financial journalists, ex-RIA marketing leaders, and communications professionals who’ve guided firms through multiple economic cycles.
Unlike a generalist wealth management marketing agency, we specialize in strategic positioning that supports fiduciary responsibility and long-term trust building.
Financial Services DNA
Every message, placement, and campaign is developed with regulatory requirements in mind. We work closely with your compliance teams to ensure communications build authority without creating liability—making us a reliable partner for firms seeking a compliance-aware wealth management PR firm.
Compliance-First Approach
Core
Core Plan Includes:
$4,500 / month
Unlimited Pitching Cycles
& Story Creation
Unlimited Monthly Media Opportunities
Media Relations Team
Digital Publication Outreach
Expert
Includes Core plus:
$7,500 / month
Unlimited Monthly Media Opportunities
Television Pitching
Contributor Opportunities
NewsJacking
Podcast and Radio Pitching
Editorial Team
Ghostwriting
Growth
Expert Plan Includes:
$12,500 / month
Unlimited Monthly Media Opportunities
Guaranteed Top-Tier Opportunities
Senior PR Strategist & Team
Print Publication Pitching
Industry & Competitor Research
Graphic Design Team
Top-Tier Contributor Author
Speaking & Award Submissions
Enterprise
Includes Core plus:
$ Contact Us
Unlimited Monthly Media Opportunities
Corporate Communication Plan
Online Reputation Management
Crisis Management
Analyst Relations
External Communication Audit
Media Training
Sales Enablement Strategy
Access to C-suite Advisors
Brands that trust us
Wealth Management
Ready to Elevate Your Firm's Market Position?
In wealth management, reputation is your most valuable asset. A strategic wealth management PR agency doesn’t just build awareness—it builds trust that attracts and retains high-value client relationships.
"The Wealth Manager's Playbook for Building Authority in Uncertain Markets"
See how we've helped firms like yours:
[View Our Work]
Five Critical Reputation Challenges We Solve
01
Invisible Leadership in a Relationship Business
Wealthy clients want to know who’s managing their money. If your principals aren’t recognized industry voices, you’re missing opportunities to attract ideal clients.
Recent win: Positioned a family office CIO as the “voice of alternative investments,” resulting in 12 speaking engagements and $400M in new client inquiries within 18 months.
02
Legacy firms often project an image that doesn’t match their modern capabilities. Through strategic wealth management PR, we help firms communicate innovation while maintaining the gravitas that builds trust.
Recent win: Helped a 40-year-old RIA modernize positioning around ESG investing, attracting $800M in new AUM from next-generation wealth holders.
Outdated Brand in a Digital-First World
03
Crisis Communication Without a Safety Net
Market volatility, regulatory scrutiny, or leadership changes can impact confidence overnight. As an experienced wealth management PR company, we develop proactive communication strategies that preserve trust during uncertainty.
Recent win: Guided a $5B firm through a partner departure, retaining 98% of AUM through transparent, strategic client communications.
04
Generic Messaging in a Crowded Market
“Personalized service” and “fiduciary responsibility” are baseline expectations. We help firms articulate differentiated value propositions that resonate with sophisticated investors.
Recent win: Refined positioning for a multi-family office around “generational wealth transitions,” increasing referrals from existing families by 60%.
05
Regulatory Fear That Stifles Growth
Compliance concerns often prevent firms from marketing effectively. We build authority-building platforms that stay well within regulatory guardrails.
Recent win: Developed a thought leadership strategy for an RIA founder that generated national financial media coverage and $300M in prospect inquiries—all compliance-approved.
About Society22 PR's Wealth Management Division
We are a specialized wealth management PR firm focused on building reputations for financial services organizations managing $100M+ in assets. Our team operates with a fiduciary mindset—every communication strategy is designed for long-term brand equity and asset growth.
Specializing in: Private Wealth Management • Registered Investment Advisors • Multi-Family Offices • Alternative Investment Firms • Institutional Asset Management
Our dedicated HealthTech team combines deep sector expertise with award winning execution. We ast as an extension of your leadership team, ensuring every story we tell advances your business objectives and builds the market presence you need to win.
Recent Client Success Stories
"Society22's positioning helped us attract three families with $50M+ portfolios in six months. The Wall Street Journal feature was the credibility catalyst we needed to compete with the wirehouses."
Founder,
Independent RIA ($2.8B AUM)
"During the 2022 market volatility, their crisis communication strategy helped us retain every single client. Clear, proactive messaging made all the difference in maintaining trust."
Managing Partner, Multi-Family Office ($800M AUM)
"The thought leadership platform they built for our CIO has become our most effective business development tool. Prospects now come to us specifically because of his market insights."
CEO,
Registered Investment Advisor ($1.5B AUM)
"They helped us navigate a sensitive regulatory issue without losing a single client relationship. Their financial services expertise was invaluable."
Principal,
Private Wealth Firm ($500M AUM)