Our Story
For over a decade, we've provided financial content + software to the wealth, banking, and insurance industries.
Designed by a Financial Advisor
Our goal is to build trust using financial education and industry content.
Educated investors make better financial decisions, which helps make our industry stronger.
Our goal is to build trust using financial education and industry content.
Educated investors make better financial decisions, which helps make our industry stronger.
Fresh Finance is an enterprise content marketing
(MarTech) software designed to provide regular and timely financial articles to investors and prospects to help them make better financial decisions.
Our software is specifically designed for the wealth, banking, and insurance industries as a solution for curating, approving, and storing content everyone can access; compliance, marketing, and advisors.
We solve for content and distribution across mediums- websites, newsletters, social media, all powered by a library of vetted & pre-approved content advisors can easily access. Fresh Finance was developed with these things in mind:
- A home office solution
- An enterprise software
- Cost efficiency
- Efficient content compliance review
- Marketing team collaboration tools
- A centralized hub for approved content
- Content marketing tools designed for advisors
- Consistent brand guidelines for the broader organization.
At Fresh Finance, our goal is to provide compliance and marketing teams and their advisers with robust content and the software tools to help grow their brands, engage with clients, and win new business.
Fresh Finance is a WBENC certified woman-owned business.
Financial Content Marketing Tools
Fresh Finance has integrations with UpContent and Vestorly for third-party content from industry publishers to help professionals build trust on social media.
UpContent is a content discovery and curation tool that helps users find and share relevant content across different channels.
