The GK3 Capital Services Catalog gives you a comprehensive view of the strategies, tools, and campaigns that help ETF issuers attract investors, build trust, and scale distribution.
Whether you're preparing to launch a new fund or trying to break through digital noise with an existing product, this guide will show you exactly how to move from vision to execution, with measurable results at every step.
If your firm is struggling to turn marketing into measurable growth, this catalog shows you how to fix it.
Inside, you’ll find:
A clear view of our marketing, sales, and tech services
Flexible packages for asset managers, ETFs, and fintechs
Award-winning creative and campaign execution
Retainers, projects, and coaching options
Real-world results, including a $500M capital raise and national design awards
This is your roadmap to modern distribution, investor engagement, and scalable marketing success.
This catalog gives you a complete look at how GK3 Capital helps financial firms grow in a digital-first world. From strategy and creative to automation and analytics, it showcases the services that power distribution, increase investor visibility, and deliver real business outcomes.
Leverage proven programs like DD360° to drive measurable investor engagement and lead generation.
From pitch decks to paid campaigns, get everything you need to go to market faster and stronger.
Streamline sales ops with dashboards, automation, and CRM setup tailored to financial services.
See examples of fund launches and campaigns that earned national recognition from FCS.
Choose from retainer, project, or coaching models, aligned to your team, budget, and goals.
We’ve answered the most common questions about what’s inside the guide, who it’s for, and how it can help your firm drive measurable results.
This catalog gives you a detailed overview of GK3 Capital’s services—including digital marketing, sales enablement, CRM optimization, content creation, and distribution strategies. It includes real client examples, packaged offerings like DD360° and Fund Launch Services, and flexible engagement models so you can find the right fit for your firm.
It helps your firm identify the strategies and tools that lead to measurable growth. Whether you're launching a fund, scaling distribution, or modernizing investor outreach, this catalog shows how to connect the dots between marketing, sales, and technology—with fewer silos and better ROI.
This catalog is designed for ETF issuers, asset managers, RIAs, real estate sponsors, fintech marketers, and fund distribution leaders. If you're focused on raising capital, generating leads, or improving brand presence in a digital-first world, this resource is built for you.
Craig Katz Executive Vice President, Discovery Data
Bob Herrmann Chief Executive Officer, Freedom Advisors
Jeff Holland Managing Director, USAA Real Estate Private Wealth