Services
Case Studies
Insights
About GMV
Contact us

Wealth Broker Fintech Marketing Case Study

WEALTH BROKER

Finance Creators & Product Education
Financial Information Software
Influencer Marketing

Campaign Results

2M
App Downloads
82%
Creator Selection Rate
50+
Creators Shortlisted
GrowMaxValue’s fintech marketing campaign worked with finance creators to explain Wealth Broker’s platform through app reviews, market commentary, and educational content. The approach connected product discovery with audiences interested in U.S. and Hong Kong investing.
Wealth Broker is an AI-driven all-in-one investment and wealth management platform, dedicated to providing global individual investors with cross-border assets and wealth management products including stocks, bonds, and funds. Its partner institutions span key financial sectors such as commercial banks, securities firms, family offices, wealth managers, and fund management companies.
Markets:
United States & Hong Kong

Background

Wealth Broker needed to explain a platform covering cross-border investments to audiences with different levels of financial knowledge. Complex topics required clear education, while attracting users and encouraging continued app engagement remained important challenges.

Specialized knowledge of Hong Kong and U.S. stock trading requires extended user education, leading to higher acquisition costs. Users have low dependence on financial apps, making loyalty hard to build.

Our Financial Services Marketing Strategy

Our Strategy

Specialist Creator Selection

We identified creators with backgrounds in finance and economics, focusing on relevance to younger audiences interested in cross-border investing. An initial shortlist of more than 50 candidates supported the brand’s selection process.

Accessible Financial Education

Our financial services marketing approach used straightforward explanations of U.S. and Hong Kong stock markets. Market topics gave creators relevant starting points for introducing the platform.

App Reviews and Product Discovery

Creators combined app reviews with educational content to explain how Wealth Broker fit different investment interests. This gave potential users context for exploring the platform and its services.

We select professionals in the field of finance and economics, and position ourselves in the young group, attracting the demand for Hong Kong and U.S. stock trading and overseas asset allocation.

Focusing on APP usage evaluation, stock market hotspot review and popularization of Hong Kong and U.S. stocks, we use attractive content to educate users and enhance brand influence.

Let’s Talk About Your Fintech Brand

Ready to Scale
Your Global Presence?

Need fintech marketing that makes your product easier to understand? Tell us your audience, target markets, and communication goals.
Talk to us

One-Stop Investment Service Platform

Platform

Selection Rate

82%

Download

2 million

Area

United States, HongKong

One-Stop Investment Service Platform

Wealth Broker is an AI-driven all-in-one investment and wealth management platform, dedicated to providing global individual investors with cross-border assets and wealth management products including stocks, bonds and funds. Its partner institutions span key financial sectors such as commercial banks, securities firms, family offices, wealth managers and fund management companies.

Specialized knowledge of Hong Kong and U.S. stock trading requires extended user education, leading to higher acquisition costs. Users have low dependence on financial Apps, making loyalty hard to build.

We select professionals in the field of finance and economics, and position ourselves in the young group, attracting the demand for Hong Kong and U.S. stock trading and overseas asset allocation.

Focusing on App usage evaluation, stock market hotspot review and popularization of Hong Kong and U.S. stocks, we use attractive content to educate users and enhance brand influence.

We provided a list of more than 50 people for screening at the beginning of the cooperation, and the selection rate of the people was as high as 82%.

With easy-to-understand creative content to educate customers and resonant content to enhance user interaction and stickiness, the App downloads realized a stepwise growth.