Overview

Clients Blackbox is a marketing and appointment-generation company serving registered investment advisers and financial planning firms. It develops branded video advertising, audience targeting, funnels and follow-up systems intended to produce qualified prospect conversations. The company manages campaign components for advisory practices rather than selling financial products to consumers itself. Its niche positioning combines paid social media, creative production and lead conversion around the compliance-conscious customer-acquisition needs of independent wealth management businesses. Its workforce brings together technical specialists, client delivery teams and business operations.