Kevin & Co

Kevin & Co is a marketing strategy firm that specialises in financial services. It helps firms plan and deliver B2B and B2B2C marketing and communications. The firm was founded by Kevin W. Smith, who has about 20 years in marketing.

Products and services

• Marketing and business strategy: a plan built from the client's business goals, needs and competitive pressures.
• Research and insights: stakeholder interviews, market research and competitive intelligence.
• Content strategy: a roadmap of messages, channels and timing for the right audience.
• Marketing activation: content produced through a network of writers and designers, alongside the client's own team or agency.

Who it works with

Clients include wealth managers, asset managers, insurers, hedge funds, custodians, mutual fund and ETF providers. It also serves private banking, trading services, advisor technology and charitable giving.

Key facts

• Founder: Kevin W. Smith
• Focus: financial services marketing
• Model: in-house team plus a national network of specialists