Ascend Financial Education

Startup offering institutional equity research and financial training & education in the capital markets

Ascend Financial Education & Equity Research is a startup in the area of equity research and capital markets education. Founded by a group of former Wall Street professionals, Ascend provides independent, sell-side equity research for small cap companies, with a special focus on companies without research coverage.

The startup’s education arm offers practical hands-on training and mentoring for both individual traders and financial advisors in the capital markets — both the fundamentals as well as the more advanced technical mechanics.

We worked the Ascend team in a number of ways, including branding, marketing, and digital media production.  From Ascend’s need for a high-end identity and written content emphasizing their independence and institutional level understanding to ideas on marketing their services online and through seminars, we designed & developed websites, created sell sheets, and came up with marketing plans.

We also created several pitch / presentation decks as sales tools for their prospects as well as a demo of online tutorial & certification exam for a prospective financial workstation client.

Among our services for Ascend was the design & development of  four unique websites, each focusing on a different set of services.  The three main sites we produced are:

ascendequityresearch.com — basic site for Ascend’s equity research services for small cap companies

ascendfintel.com — short demo of an online tutorial & certification exam for a new financial workstation

ascendfinancialeducation — main site for the company’s educational services