Portfolio of Content Writing

Portfolio: Finance

Financial Copywriting

Writing about finance is similar to finance itself: If everyone could do it well, we’d all be rich!

Copy Alpha Can Be Quantified Let us add it all up for you

In your hunt for a financial edge, how much do you take the power of your words into account? We aren’t referring to what marketing tactics you’ve chosen, which marketing assets you’re producing, or how you’re handling ads, PR, social, or SEO.

We aren’t even talking about how well you articulate yourselves.

Behind every website, white paper, blog post, and byline is a hidden factor—one that few of your competitors leverage. Each page has a baked-in strategy—and when it’s present, it yields rich returns. For every tactic or campaign you pursue, this strategy can produce measurable, far-reaching performance. And only a handful of writers know how to uncover it.

We call our secret weapon the MarketSmiths “copy alpha,” and a growing range of financial players have come to see the value-add it brings to their link in the value-creation chain.

Financial Content Writing

More and more, our copy contributions yield exponential returns across the financial services spectrum. Enterprise clients benefit from our first-hand understanding of how fintech disruptors talk and think. Middle-market fund managers and independent RIAs punch above their weight with writers who have helmed thought leadership programs for Global SIFIs.

Our financial copywriters have busted retirement myths and crisply clarified the complexities of private REITs. We’ve debuted robo advisors, distilled 1031 exchanges, and pulled back-office systems firmly in the foreground. We consistently capture the instinct, strategy, diligence, and excitement that clients pour into their products and services.

And we do it in a way that ensures the ideas and ideals conveyed feel authentically yours (not warmed over in some finance copy central kitchen), with the right level of sophistication for your audiences—and the right balance for compliance.

Browse on—and consider this critical investment, with serious market-beating potential.

wealthcare capital case study

Wealthcare Capital Management

Since 1999, Wealthcare Capital Management has provided a goals-driven process for financial planning and investing, encouraging advisors and clients to dream big. While at first, the business grew through word-of-mouth referrals, over time the advisory platform sought to grow its reach through revamped marketing efforts.

Compello Partners

As a private equity advisory firm, Compello Partners has spent several decades advising private equity firms on everything from due diligence to merger integrations. Between the fast pace of transactions and advising clients, the Compello team didn’t have time to dedicate to writing its website. 

Investment Consultancy ($50B AUA)

With over $50B in AUA, an independent investment advisory firm has been a stalwart within financial consulting. Founded in the 1970s, the company numbers 50+ employees, with nearly 200 clients ranging from hospitals to major endowment funds. Since 2018, our copywriting team has helped the advisory firm on a range of projects, including web copy, brand content articles, thought leadership, an internal style guide, and more. 

PM Credit Management

Our Client Anthony Davenport, founder of Regal Credit Management, is not the sort of entrepreneur to stay still for long. Over a decade of hard work, he’s transformed his business into a thriving credit repair and data protection company, boasting high-profile clients that we can’t name (but you would definitely know), publishing the “it” book about credit—and winning plaudits everywhere from USA Today to the New York Times

B6 Real Estate

Our Client The model for New York City commercial real estate (CRE) transactions hasn’t materially changed in 40+ years. B6 Advisors set out to break the mold—and emerge with fanfare. Fortunately, making a splash is nothing new to these founders.
home page copywriting


Our Client LendingFront is an end-to-end lending platform that helps regional banks, credit unions, and alternative lenders close more small business loans—with confidence and ease.  In short, LendingFront’s software simplifies loan applications—and enables cool-headed, tech-enabled underwriting for smaller loan amounts.
home page copywriting


Our Client If you’ve ever engaged in analytical day trading, you probably learned pretty quickly how time consuming (and frankly biasing) the chart work can be. Entrepreneurial data guru Dan Ushman thought, “Why not feed this grunt work to the algorithms?” Now, his labor of love—called TrendSpider—is a go-to data platform for traders everywhere.

Hilary Hendershott

Synopsis Hilary Hendershott’s mission is to empower women to build their wealth. Her fiduciary wealth advisory–Hilary Hendershott Wealth Management–was relaunching its website, and needed to set the firm apart in a crowded, largely undifferentiated space. Copywriting Challenge Once on board as the website copywriters, MarketSmiths set forth giving Hilary’s existing copy drafts context and texture.


Synopsis Overachievers by nature, the former professional athletes at the helm of a Florida-based family office had their sights set high. With a burgeoning clientele, their new website–fresh off the presses–just wouldn’t do. They wanted to relaunch a better site to reflect a new bar of clarity and excellence.
financial website copy

Rockin’ financial advisory

Synopsis Hilary Hendershott’s mission is to empower women to build their wealth. Her fiduciary wealth advisory—Hilary Hendershott Wealth Management—was relaunching its website, and needed to set the firm apart in a crowded, largely undifferentiated space. Copywriting Challenge Once on board as the website copywriters, MarketSmiths set forth giving Hilary’s existing copy drafts context and texture.

Provence Inc.

Synopsis A rapidly expanding insurance firm in California, Provence needed a new website complete with copywriting that reflected its growing stature. Built on a series of strategic acquisitions, the firm boasts an impressive range of offerings and expertise that the web copy had to convey.

Relatable financial planning

B2C Website & Digital Copy Synopsis A Forbes-featured financial planning firm reinvested in a fresh website. The digital agency rebuilding their site had finished the development and design–now they just needed some blue-chip content. That’s when they came to MarketSmiths.

MarketSmiths ®

Copywriting for Humans ®

Inc 5000 agency

M/WBE certified enterprise.

Digital by MadPipe. Photography by Chellise Michael.

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