Altara Wealth
Bringing Separate Wealth Advisory Businesses Toward One Cohesive Brand
215 supported rebranding and naming exploration related to a multi-firm merger, together with website, analytics and CRM work.
- Client
- Altara Wealth
- Industry
- Financial Services
- Headquarters
- Needham, MA
- Project Scope
- Brand consolidation
The Client
Altara Wealth is associated with a combination of wealth advisory practices. In that setting, brand decisions affect how existing clients understand the business and how new clients encounter it.
The Challenge
Find a shared name and identity for wealth advisory firms coming together through a merger.
Our Approach
215 Marketing explored naming and rebranding for the combined firms alongside website, CRM and measurement support; final rollout remains subject to confirmation.
Brand consolidation
What We Did
Naming & Branding
Explore a shared identity for the merging advisory firms.
Website
Support the combined advisory business’s digital presence.
CRM
Support client-relationship systems alongside the brand transition.
Analytics
Provide measurement support for the advisory business’s digital activity.
Distinctive Work
Naming and rebranding exploration supported the combination of multiple wealth advisory firms; final naming and rollout require confirmation.
Selected Work
Let’s Talk About Your Next Project
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