MakeightWorkAdvizorStack

AdvizorStack

Repositioned, redesigned, and re-launched a fintech advisory platform in 8 weeks — inbound up 3.4× and the deck closed Series A.

A ADVIZORSTACK · MAKEIGHT
Client
AdvizorStack
Industry
Fintech
Year
2025
Engagement
8 weeks
Challenge

The brief.

AdvizorStack had a great product buried inside a feature-list website. The category was crowded with louder competitors. Their best customers couldn't articulate what made them different. The team was raising in 90 days.

Approach

What we did.

A two-week positioning intensive that landed on 'the operating system for independent advisors.' New identity, full site rebuild, three landing-page variants tested against paid traffic, and an investor-grade narrative that became the spine of the Series A deck.

Services applied
04 / Results Numbers that survived a board meeting
3.4×
Qualified leads vs pre-relaunch quarter
Closed
Round closed within 90 days of relaunch
-41%
Paid CAC reduction across LinkedIn campaigns
27%
Lift in demo-to-customer conversion
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Let's build

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like AdvizorStack.

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