COMPLIANCE
FOCUSED
RETAIL MARKETING

We specialize in tailored strategies using niche creators to help your brand stand out.
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Finance Media Network
23 jan 2025,17:23

53B+

Annual
Views

42M

Followers Across Creator Network

140+

Finance
Creators

1.2M+

Newsletter Subscribers

40M+

Retail Investors
Reached

COMPLIANTLY MARKET MILLIONS

OF SELF-DIRECTED INVESTORS

THE NEW STRATEGY FOR ETF ISSUERS, SINGLE-STOCK & FUND MANAGEMENT.

Most finance companies have used RIA’s and Insititions for years to funnel money towards their products and as retail investing goes from 5% of the market to 40% during times of volatility, it’s now more important than ever you have a retail marketing strategy.
CONTENT HOUSE

WE DISTRIBUTE or create internal content for companies

We create financial content for companies that relates and grows internal socials, so your team focuses on building the product, not posting.
DISTRIBUTION ARM

Distribution to
40M+ Retail Investors

We pair our content and creator network with your brand — starting from content and ending at mass reach to financial audiences.

Plug In Anywhere from
Advisory to Distribution

01

Content Advisory

Work with internal copy teams to develop, strategize and deploy written content strategies on social media.
STRATEGY
copywriting
SOCIAL
Avg 1-2 reviews / month
02

Content Writing

A dedicated writer that has first-hand driven millions of impressions deploys your written content strategy.
Writing
GROWTH
PUBLISHING
Avg 60 posts / month
03

Brand Awareness

Distribute product releases across hundreds of creators with 40M+ followers in the finance niche.
DISTRIBUTION
CREATORS
LIVE SHOWS
~2M impressions / campaign
04

Customer Acquisition

Creator-based acquisition strategy focused on data-driven decisions according to your CAC / LTV ratios.
CAC/LTV
Acquisition
DATA
Customer acquisition
05

Capital Markets Campaign

Comprehensive, compliance-focused campaign targeting self-directed investors — regulatory standards, maximum results.
Compliance
Capital Markets
Regulatory
~2M impressions / campaign

Built for the Retail Investor.
Compliant by Design.

COMPLIANCE FIRST

The Regulated Side.

While many legacy financial brands have been cautious around social media, WOLF has developed a compliance-focused approach through work with Nasdaq, Cboe, Direxion, Joby Aviation, and others.

100%

Compliance rate
across all campaigns

How a Piece of Content Ships.

01

Proprietary submission platform

Creators use an in-house compliance-specific marketing platform they must submit content through before it can be reviewed or published.
02

Goals & language briefing

Content is assigned with goals, compliant procedures, and any specific language the creator must use — visible directly in the platform.
03

Audience-aware submission

Creators submit according to compliance standards with a deep understanding of their audience and how to market differing products.
04

Dual review: team + trained LLM

Our team simultaneously reviews every piece of content alongside a trained LLM in the specific legal structure and compliance standards for each company.
External legal teams can review all deliverables via a shared compliance page before content is amplified.

Case Studies

20+

campaigns
full data available
Get the complete breakdown, methodology, attribution, and ROI sent directly to you.

What Our
Clients Say

~$1B

AUM Inflows
within 3 months

Deep market insight. Meaningful reach.

Leverage Shares on working with WOLF Financial
Working with Wolf Financial has been a great experience in raising awareness of our ETF lineup. Their team combines deep market and ETF insight with a strong grasp of retail investor trends, helping us communicate complex strategies in a clear and engaging way. The collaboration has meaningfully expanded our reach among informed global investors.
OK
Oktay Kavrak
Leverage Shares

Precision audience
matching

Thoughtful matching. Not chasing reach.

RunOnFlux on the quality of WOLF's creator selection
From the start, Wolf impressed me with their clarity about who they serve, particularly their access to high-end finance, tech, and crypto audiences. They weren't just chasing reach for reach's sake but really thoughtfully matching us with creators where our story would resonate. That meant fewer wasted impressions and more meaningful engagement.
S
Shannon
RunOnFlux

24/7

Responsive team around the clock

Fast execution. On point.

eToro on WOLF's responsiveness and execution
Wolf were responsive around the clock, truly listened to our needs, and understood the mission from day one. Execution was fast and on point.
HA
Hadas Aroetty
eToro

Find Quick Answers
to Common Questions.

Everything you need to know about working with WOLF Financial.
contact us
contact us
What services do you offer?
Content Advisory, Content Writing, Brand Awareness, Customer Acquisition campaigns, and full Capital Markets Campaigns — individually or bundled into a bespoke package.
Who Are Your Typical Clients?
ETF issuers, exchanges, brokerages, fintechs, and crypto protocols. The regulated side of finance is where the compliance workflow matters most.
How Long Projects Usually Take?
Every piece of content is drafted in our submission platform and reviewed twice before it ships, once by our team and once by an LLM trained on that product's rules. Your legal team can see everything on a shared compliance page first.
What Factors Affect Project Duration?
Everything is disclosed, on purpose. Creators partner with companies they've vetted and are excited about, the same way it works on YouTube, and we only take on brands we'd back ourselves. Disclosure done right builds trust instead of breaking it.
How to Estimate Project Timelines Effectively?
As a partner, not a replacement. We amplify what your team makes, build shows around your own experts, and fill whatever gap you actually have, whether that's reach, content, or both.
Can You Work With Startups?
Distribution-only campaigns onboard in about two weeks. Full content engagements take about 30 days to map your audience and strategy. We lock dates before work starts.
Do You Offer Custom Packages?
Both ends of the funnel. Front-end numbers like impressions, engagement, and CPM per post, and back-end numbers like signups, holders, and volume, reported biweekly. We correlate both sides instead of hiding behind one.

Your Brand
Deserves the

Biggest Stage

Most brands spend millions on ads. Our clients spend a fraction and reach more. We connect your brand directly to 40M+ self-directed retail investors through 103 vetted creators who speak their language. No wasted impressions. No guesswork.  Just reach that converts.
Network reach

40M+ investors

Annual impressions

53B+ on X

Network reach

40M+ investors

Creator partners

103 vetted

Annual impressions

53B+ on X

Creator partners

103 vetted