ETF & Financial Services Marketing That Drives AUM Growth
Be easier to buy, easier to hold, easier to recommend, without compliance headaches. Our fund marketing services help you reach high-net-worth self-directed investors, Registered Investment Advisers (RIAs), institutions, and investors interested in differentiated exposure across the ETF industry. We specialize in performance-driven marketing for ETF issuers, mutual funds, and financial services firms that need to effectively market their products while staying fully compliant.
The $10 Trillion Problem:
Standing Out in a Saturated ETF Market
The ETF space is beyond crowded, there are now more than 4,300 ETFs listed on US exchanges in 2025, with total ETF assets surpassing $10 trillion. At the same time, demand continues to surge across exchange traded fund (ETF) products, including thematic, fixed income, active, and tax-optimized strategies.
Yet more choice means more noise.
Advisors and allocators are overwhelmed. High-net-worth and self-directed investors are comparing performance, structure, and tax efficiency. Your fund may have a superior investment strategy, but if your ETF marketing efforts lack clarity and precision, it never makes the shortlist.
Great funds get overlooked while louder competitors win flows.
The better product should be easier to find, and investors deserve clarity, not hype.
The better product should be easier to find and investors deserve clarity, not hype.
- Reach HNW Self‑Directed Investors & Active Traders
Target high-intent cohorts on search, financial news, and social media. Connect with investors researching sector rotation, tactical allocations, or fixed income exposure. We help you reach the right target audience at the right stage of the allocation journey.
Drive watchlists, repeat exposure, and qualified traffic when investors are comparing products, evaluating performance, and reallocating portfolios.
- Advisor Demand
Earn attention from RIAs, wealth planners, and home offices with CE-worthy content, LinkedIn ABM, and native placements. Support advisor conversations with compliant, high-impact marketing materials that clarify positioning and portfolio fit.
We help ETF issuers and mutual funds teams turn discovery into DDQs, meetings, and allocations, strengthening relationships and helping you build relationships that drive long-term flows.
- Institutional Adoption
Equip allocators and model strategists with allocator-ready narratives, platform-aligned summaries, and committee-friendly explanations. Whether you manage active ETFs, passive index strategies, or traditional mutual funds, we position your strategy within the broader investment strategy conversation.
Build familiarity. Reduce friction. Increase platform coverage. Accelerate assets under management growth.
- AUM Velocity
Outperform peers on the marketing side.
Our data-driven approach aligns creative, channel mix, and optimization with allocation behaviors. We design campaigns that reflect how institutional buyers and financial advisors actually evaluate products in today’s ETF industry.
This includes:
- Compliant performance creative
- Conversion-focused landing paths
- Model-inclusion campaigns
- Optimization tuned to watchlists, DDQs, advisor meetings, and allocation signals
We've Sat in Your Seat
We’ve helped ETF issuers and other financial services brands win attention with clarity, earn consideration with precision targeting, and increase AUM.
We understand compliance. We understand flows. We understand what it takes to effectively market products in the modern ETF space.
Years Experience
Measurable Outcomes
ETF/Asset Management Workflows
Our Partners
Testimonials
From Compliant ETF Awareness to AUM Growth Through Clear Metrics and ROI
Zero Company Performance Marketing has helped deliver meaningful improvements in key metrics and overall digital brand visibility, all while maintaining a high standard of compliance. Their reporting is structured, transparent, and grounded in clear performance benchmarks, which has made it easy for our leadership team to evaluate ROI and make informed decisions about budget allocation.
Justin Young
Co-Founder and CEO
Volatility Shares
Deliver meaningful improvements.
Zero Company has helped deliver meaningful improvements in key metrics and overall digital brand visibility, all while maintaining a high standard of compliance. Their reporting is structured, transparent, and grounded in clear performance benchmarks, which has made it easy for our leadership team to evaluate ROI and make informed decisions about budget allocation.
Justin
Volatility Shares
They always take my calls and are very responsive.
Great company to work with. Michelle and Amy always take my calls and are very responsive. This is not a company who will disappear on you and I really appreciate that! Thanks Zero Co!
Stacy
The Bio Clean Team
We got what we wanted in a very short time.
Zero Company took my business to new heights and we got what we wanted in very short time. My business grew to its full potential in very little time. I would recommend them to anyone who is starting up.
PriyankaPriyas Precious Moments
I've worked with Zero Company for almost 4 years now
I've worked with Zero Company for almost 4 years now with two different businesses. They are a top notch group for Google Adwords and SEO. I'd highly recommend for anyone looking to improve their SEO.
LukeRIGd Supply
Cutting Edge
Very professional team of experts. Their advice is cutting edge. Thank you!!!
Patti
Bookkeeping Service
Our Industry Expert
Michael Liwski
VICE PRESIDENT OF STRATEGIC PERFORMANCE
Michael Liwski, along with the expert team at Zero Company Performance Marketing, helps ETF and mutual fund issuers connect with institutional investors, wealth managers, RIAs, and retail audiences, and turn attention into AUM.
- An MBA (UC Irvine)
- Former PIMCO VP
- Series 7, 63, and 24 licenses holder
He led global marketing across seven regions and 19 product suites. At Zero Company, he pairs BLISS with precision media to drive qualified flows and lower CAC.
Popular Sessions:
AUM Growth • Launch Readiness Review • Post-Launch Acceleration
Advisor Demand Generation • Product-Page Conversion Rate Optimization (CRO)
Connect with the right investors to grow AUM.
Schedule an AUM Growth Session to pressure-test your story, audiences, and activation plan, then leave with a prioritized, compliance-ready marketing strategy tailored to your fund lineup.
Go Beyond the Ticker: Tune in to The Bliss ETF Marketing Podcast
How We Do It
Step 1 Diagnose
Audience mapping (HNW DIY, RIAs/Home Offices, Institutions), competitive share-of-voice, intent gap analysis, and positioning within the broader ETF industry landscape.
Step 2 Launch
Compliant creative and channel mix across search, programmatic financial news, LinkedIn ABM, native, video, and social media, all aligned to your specific target audience.
Step 3 Scale
Optimize toward allocation signals: watchlists, due-diligence downloads, advisor meetings, and model adoption. Expand winning segments to accelerate AUM growth.
What You Get
Audience Blueprints
HNW DIY investors, RIAs/Home Offices, Institutions, and investors interested in thematic, tactical, or fixed income strategies.
Channel Mix
PPC, Programmatic, Social Media, Connected TV (CTV)
Compliance-Ready Creative
Search, Social, Native, Display, and Video campaigns strategically designed to support high-impact, compliance-ready ETF marketing efforts.
Reporting Cadence
Institutional-grade tracking, performance dashboards, and allocation-signal reporting.
Tracking
Advanced analytics, behavioral signals, and funnel-stage measurement.
Budget Model by funnel stage
Fully data-driven budget allocation optimized for awareness, consideration, and allocation.
ETF Message House
Problem/solution framing, proof points, positioning, objections, disclosures, aligned to your investment strategy.
Dedicated Strategist
A compliance-savvy ETF marketing expert with deep experience in the ETF industry and broader financial services landscape.
Trying to Grow Awareness and Allocations for Your ETF?
Request a free, customized ETF Growth Plan. We’ll map your target audience, refine your marketing strategy, enhance your marketing materials, and optimize your channel mix to accelerate assets under management.
We have promoted more than 250 ETFs, helping generate billions in AUM across active strategies, fixed income, and thematic funds.
The better product should be easier to find and investors deserve clarity, not hype.
We have promoted more than 250 ETFs resulting in billion of assets under management (AUM).
The better product should be easier to find-and investors deserve clarity, not hype.
- Performance marketing since 2001
- Compliance-first creative & workflows
- Institutional-grade tracking & reporting
- ETF/asset-management experience
We listen first, then design campaigns that reflect your voice, your values, and what truly matters to your audience.
Frequently Asked Questions
We build compliance into the process and also work with them as a last step. That means pre-approved disclosure libraries, channel-specific checklists, and version control so every ad, landing page, and content asset has a clear review trail. We coordinate tightly with your legal/compliance team and keep audit-friendly records (what ran, when, where, and which version was approved). We also avoid prohibited language (e.g., promissory return statements) and follow the relevant SEC/FINRA advertising expectations, including the SEC’s marketing-rule guidance where applicable.
Yes. We support ETFs, mutual funds, SMAs, and model strategies, and we can structure campaigns so messaging stays accurate across wrappers/share classes while keeping the user experience simple. We’ll help you map each audience (RIA vs. self-directed vs. institutional) to the right wrapper, landing path, and compliant CTA.
Clicks are only the start. We also track our “secret sauce” agency metrics. We can discuss these in more detail–allocation signals that better reflect investor intent. They go beyond things like factsheet/kit downloads, watchlist adds, email sign-ups, advisor meeting requests, model/UMA interest, and other “flow-proxy” behaviors. Then we connect those signals to channel-level performance so you can see what’s driving qualified demand, not just traffic.
Most pilots launch in 1–3 weeks after discovery and compliance alignment. Timing depends on how quickly we can confirm: approved messaging, disclosures, landing-page requirements, tracking access, and creative review cadence. If you already have approved language and a destination page, we can often move faster.
Yes. We support thought leadership and investor education (PM perspectives, webinars, product-page storytelling, and CRO) and can coordinate with IR/PR teams so your message stays consistent across paid, owned, and earned channels. The goal is clarity and trust—helping investors and advisors understand the exposure and portfolio role without hype.
