WealthFluent
Problem
As a new fintech platform entering a crowded financial services market, WealthFluent faced the challenge of building credibility, increasing awareness, and differentiating itself from both traditional financial advisors and generic financial planning tools. The company needed to establish trust with investors while introducing a new approach to personalized wealth management powered by artificial intelligence.
Solution
ShuBu Creative developed and executed a strategic public relations program focused on founder thought leadership, fintech innovation, product launches, financial education, and industry disruption.
We positioned CEO David Kon as an expert voice on wealth management, financial literacy, investor empowerment, and the future of AI in finance. Through media outreach, podcast placements, executive interviews, product launch announcements, and fintech industry coverage, we created visibility for both the platform and its leadership team while educating consumers on a new approach to financial decision-making.
Impact
The campaign secured media coverage and thought leadership opportunities across fintech, wealth management, technology, business, and entrepreneurial media, including:
TechBullion
Finimize
FinTech World Post
Marketing Wealth Podcast
Pitch, Build, Scale Podcast
Ventures in WealthTech Podcast
Shoutout Colorado
Authority Magazine
Next Avenue
Global FinTech Series
Multiple national and international business news outlets through syndicated media distribution
Additional outcomes included:
Successful launch and promotion of WealthFluent's AI-powered financial companion, Magpie
National visibility for major platform enhancements and product launches
Increased awareness of WealthFluent's approach to holistic wealth management
Positioning David Kon as a recognized voice in financial literacy and investor empowerment
Expanded exposure within the fintech, investment, and wealth management industries
Establishment of WealthFluent as an emerging innovator helping investors make smarter, data-driven financial decisions through personalized AI technology
Visit WealthFluent’s News & Media page here to see the coverage and awards we’ve secured at https://wealthfluent.com/in-the-news/
