Case Study: Peristyle Private Wealth achieves $150,000+ in recurring revenue with Snappy Kraken

How Peristyle Wealth Used Snappy Kraken’s Automated Growth Program

Peristyle Private Wealth, an independent financial consulting firm, needed a way to grow its niche practice without spending excessive time on content creation, while still maintaining control over its messaging and staying compliant. Founder John Suarez turned to Snappy Kraken’s Automated Growth Program to help manage automated outreach for his selective audience of founders, funders, and entrepreneurs.

Snappy Kraken provided customizable content frameworks, time-saving automation, and compliant email workflows that let Peristyle Private Wealth send relevant campaigns in about 90 minutes a week. The result was significant: more than 100 hours saved on content creation and automation, plus a nurtured client relationship that generated $150,000+ in recurring annual revenue, including over $7 million transferred and an additional $10 million added later.

Peristyle Private Wealth

John Suarez

President and Founder