Our Story

For over a decade, we've provided financial content + distribution software for the financial services industry.


Our Roots Started With a Financial Advisor

Our goal is to build trust of the financial services industry.

Educated investors make better financial decisions, which helps make our industry stronger.

Our founder worked as a financial advisor and experienced firsthand the importance of financial education to help clients make more informed decisions before a crisis.

Through her experience, Fresh Finance was started as a financial content marketing solution to help advisors validate their expertise through sharing content.

Today our products include outstanding financial content, content distribution software, and APIs with industry partners. We provide advisers with marketing tools to help them grow their brands, engage with clients, and win new business.



Fresh Finance is a WBENC certified woman-owned business.

Financial Content + Marking Tools

Fresh Finance has integrations with Digital Agent and Vestorly to provide advisors with content and advisor marketing solutions to help build their brand.

endless articles
Full Suite of Marketing

Additional Marketing Services

Fresh Finance provides full-service marketing services to the wealth management industry for RIAs, BDs, fund companies, insurance companies, and FinTech providers. Contact us to learn more.