nVest Advisors is a financial services provider that revolutionizes investment accessibility for individuals across income brackets by offering top-notch services at affordable rates. To support its expanding business and ambitious reach objectives, nVest’s founder + CEO, Jeremy, recognized the importance of an effective, holistic marketing plan, which included total rebranding, custom web design, and sales funnel planning.

We revamped nVest’s visual identity with a brand new logo, custom illustrations, and a refreshed color palette, inspired by the Colorado Springs mountains, to convey a contemporary, modern image and highlight the company’s commitment to customer-centric services. We also built an SEO-rich, fully-compliant, custom WordPress website to showcase nVest’s data-driven practices, attract new customers, and provide current customers with membership-specific resources. We topped everything off with a clear marketing strategy to address sales funnels, from email marketing campaigns to social media strategy to develop leads, upsell + cross-sell customers, and more.