Case Study: Avantax boosts website traffic and brand recognition with Gatesman

Avantax boosts website traffic 35% with Gatesman

Gatesman partnered with Avantax, a pioneer in tax-smart investing and wealth management, to address its challenge as a newly formed and unknown entity. The company needed to build awareness among hard-to-reach tax and wealth professionals while being competitively outspent by larger wealth management advisory firms.

Gatesman developed a targeted B2B media strategy, creating audience profiles and a new brand creative campaign for key segments. The solution focused on precise list-based targeting across publishers, paid search, social, and programmatic display. This approach by Gatesman drove a 35% increase in website traffic, a 75% higher session engagement time, and a 20% increase in organic search traffic, significantly boosting brand recognition.

Avantax