Case Study: Elevate Wealth Advisory achieves stronger growth with Kaptiv8

Elevate Wealth Advisory grows AUM 16.5% with Kaptiv8

Elevate Wealth Advisory, a wealth management firm, partnered with marketing vendor Kaptiv8 for strategic support to achieve aggressive growth goals. The challenge was to build upon their already successful holistic approach and increase their growth rate and assets under management.

Kaptiv8 implemented a comprehensive digital marketing solution including SEO, GEO, paid search, paid advertising, and social media management. This strategy resulted in a significant increase in Elevate's 2025 growth rate to 16.5%, a 40% increase in social media engagements, and 190 leads in the first five months of 2026. Kaptiv8's efforts also contributed to a steady year-over-year increase in Assets Under Management, with an average growth rate of 14.82% over three years.

Elevate Wealth Advisory