Taking a Disruptor from Startup to $275M Sale

The Campaign: 
  • Complicated, expensive fees combined with indifferent service from traditional brokers left many investors feeling underappreciated and underserved.
  • The independent investor was primed for a brokerage firm that would give them the royal treatment.
TierOne's Approach: 
  • Challenge the status quo with unrivaled level of transparency and accessibility: emphasizing the TradeKing difference; creating channels that spark genuine conversations between investors, media and TradeKing's executives
  • Become the investor's advocate through blogging, social media, media relations, client communications, investor surveys, and free and extensive educational content
  • Navigate through a series of M&A activity, maintaining a singular focus on the client
The Outcome: 

  • Consistent coverage in Wall Street Journal/Dow Jones, Bloomberg News, Reuters, USA Today, Barron’s
  • Growth from 30K to 500K client accounts with $4.5 B in client assets
  • $275M acquisition deal in 2016

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