Back to Portfolio


A Startup in Capital Markets Education & Equity Research

Ascend Financial Education was a startup venture founded by an experienced group of Wall Street professionals. Providing institutional-quality education in the capital markets, Ascend focused on in-person training and mentoring, with emphasis on advanced trading, options, and commodities. They also serviced small companies with sell-side equity research.

Our Work:

  • 1. Logo & Visual Identity Branding
  • 2. Strategic Planning & Marketing
  • 3. Sales Pitch Decks
  • 4. Collateral & Copy for Services & Events
  • 5. WordPress Websites & Online Demos

Institutional Quality as a Core Positioning

We worked with the Ascend team on all levels, including branding, marketing, strategy, and digital media production. Starting with brand strategy, we developed Ascend’s content emphasizing their comprehensive education and institutional-level insights as its core value proposition.

Digital Media, Sales Presentations & Courses

Our team put together a range of sales presentations and helped create seminars, designed & developed four WordPress websites, drafted sales presentations, and created targeted marketing campaigns.

We pitched (a Bloomberg terminal competitor) on online and in-person training. Venturing into the “EdTech” space, we showcased a short online demo of educational modules for an e-learning & certification program.