Who we are
At Wealthie, we specialize in transforming the way financial professionals connect with high-net-worth clients. With a deep understanding of the financial industry and a passion for innovative marketing strategies, we help wealth managers, financial advisors, and estate planners elevate their brands and grow their businesses.
Our approach is tailored, data-driven, and results-focused, ensuring that every campaign we create not only enhances visibility but also drives meaningful, long-term client relationships. Whether you’re looking to build your online presence or refine your marketing strategy, we’re here to guide you every step of the way.
Our Team
Alexis Mitchell | Founder
With a robust background in high-net-worth wealth management, estate planning, and marketing, I have honed a deep understanding of the financial services industry and the unique challenges professionals face, especially when it comes to navigating compliance and staying ahead of industry trends. Having worked closely with financial advisors, estate planners, and wealth managers, I know firsthand the importance of adapting to modern marketing strategies that truly resonate with today’s clients.
At Wealthie, I specialize in implementing scalable, innovative marketing solutions that drive growth and foster long-term client relationships—all while ensuring compliance. Let’s work together to modernize your marketing approach, enhance your brand visibility, and accelerate your business growth.
