Capital Insight Partners
Capital Insight Partners is a U.S. based wealth-management and family office firm that offers investment advisory, portfolio management, financial planning, retirement & legacy services and separately managed accounts for high-net-worth families and institutional clients.

Campaign Objective
To increase followers, create brand awareness, take market share and have a larger following than our competitors.




Our Results
Our test campaigns delivered powerful results
3,233.33%



Campaign Objective
We built a hyper-refined email acquisition strategy focused on Scottsdale, Arizona, leveraging lookalike audiences modeled on existing top clients.
Detailed targeting honed in on affluent lifestyles, interests like Aspen, Nobu, Porsche, luxury resorts, and yachts while narrowing by behaviors such as frequent international travel and income levels in the top 5–10% of U.S. households.


Campaign Results
By aligning the campaign with the lifestyle signals of ultra-affluent prospects, we captured highly qualified leads positioned for long-term client value.
The precision of this strategy ensured every impression reached individuals who not only matched wealth criteria, but also aligned with the luxury, travel, and lifestyle markers of our ideal audience.
Takeaway
Elite audiences don’t respond to broad strokes they respond to campaigns that reflect their world. With laser-focused targeting, we transformed outreach into meaningful connections that convert.
(Next Project)
IOCC
