A brand and growth studio for the intentional business.
Root Financial
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How we help Root scale with intention.
Objective Brand created the Root Financial brand and website to help transform a founder-led practice into a firm built for national scale.
By positioning Root as a capable organization, we helped build confidence in the broader team and created a brand the business could grow into. The trajectory since launch has been remarkable: assets under management have climbed rapidly, the team has grown to more than 70 people, and Root continues to expand its national presence.
That growth reflects the strength of the business Root has built. As its ongoing brand and growth partner, we continue to evolve the firm’s brand, website, marketing, and culture for the scale ahead.
Here’s how we helped turn Root’s ambition into a platform for growth.
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“Working with Objective Brand has allowed us to take Root’s presence to a place I didn’t know it could go.
I knew a strong brand was the missing piece to go from where we were to where we wanted to be, but until we started working with Objective Brand I hadn’t been able to find anyone that could help us bridge that gap. Their understanding of financial services along with their mastery of brand is a huge asset to those that work with them.”
More work.
