What Haven Tower Group does

Haven Tower Group is a privately held strategic communications agency founded in October 2011 by Joseph Kuo, former Senior Vice President and Head of Public Relations at LPL Financial. Headquartered in Los Angeles with offices in Seattle, Chicago, and New York, the firm operates with a singular vertical focus on the wealth management industry — serving independent broker-dealers, RIAs, hybrid RIAs, wealthtech providers, insurance enterprises, third-party asset managers, PE/VC firms with wealth management portfolios, and industry associations including the Financial Services Institute and the Association of African American Financial Advisors (Quad-A).

The firm sells senior-only professional services with no proprietary technology platform; delivery centers on public relations, media relations, brand elevation campaigns, content creation, transactional and crisis communications support, social media programs, and event coordination. In January 2024 the company launched Haven Mark Partners, a wholly-owned integrated marketing platform extending the offering to brand strategy, web development, martech consulting (including CRM selection and implementation), and project-based outsourced CMO services. In 2026 the firm formalized the Haven Tower Alliance (HTA) network — a curated set of strategic alliances with independent specialist firms such as Cardinal Communications Strategies (private equity communications) and Conway Communications (investor relations) — to deliver bundled communications solutions without diluting partner autonomy.

The go-to-market is direct enterprise field sales leveraging deep industry relationships, a Board of Advisors chaired by former AIG Advisor Group and Cetera CEO Larry Roth, and a heavy reliance on award-driven credibility (three WealthManagement.com "Wealthie" PR Campaign of the Year awards in 2021, 2023, and 2024). Pricing is engagement-based, project or multi-year retainer, with no public disclosure of fee schedules. The firm has remained private since founding, with no disclosed external funding rounds and apparent ownership concentrated in the named Partner and Principal group.

Name

Haven Tower Group

Legal name

Haven Tower Group LLC

Website

https://haventower.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Haven Tower Group is a privately held senior-only strategic communications agency founded in 2011 that provides public relations, brand strategy, crisis communications, and integrated marketing services exclusively to the wealth management industry, serving enterprises across independent broker-dealers, RIAs, wealthtech, insurance, and industry associations from offices in Los Angeles, Seattle, Chicago, and New York.

Ownership category

akta.pro rank

Headquarters

HQ city

Santa Monica

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Strategic Communications Services: Haven Tower generates revenue through providing comprehensive public relations, marketing communications, and brand strategy services to wealth management clients. Services include ongoing brand elevation campaigns, transactional and crisis communications support, media relations, content creation, and integrated marketing solutions through Haven Mark Partners.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Haven Tower Group is a full-service strategic communications agency that provides public relations, marketing communications, media relations, brand strategy, and crisis communications services exclusively to wealth management enterprises. Through Haven Mark Partners, the firm delivers integrated marketing solutions including outsourced CMO services, brand strategy, web development, social media programs, and martech consulting, while the Haven Tower Alliance extends capabilities via partner firms in investor relations, private equity communications, and technology PR.

Product overview

Haven Tower Group is a full-service strategic communications agency with a singular focus on the wealth management industry, offering public relations, marketing communications, and brand strategy services. The company operates through two primary offerings: Haven Tower Group (core PR and communications services) and Haven Mark Partners (integrated marketing platform providing project-based outsourced CMO services, brand strategy, web development, and digital marketing). Haven Tower Alliance is a curated network of specialist partner firms that extend Haven Tower's capabilities in investor relations, private equity communications, and technology PR.

Differentiator

Problem solved

Functional benefit

Brands

• Haven Mark Partners: An integrated marketing solutions platform providing brand strategy, web development, social media, digital marketing, and outsourced CMO services for wealth management enterprises.
• Haven Tower Alliance
• Cardinal Haven Initiative

Products and services

• Haven Tower Group Strategic Communications Services Full-service public relations, media relations, brand strategy, crisis communications, content creation, social media, and event coordination services exclusively for wealth management enterprises. Engagements are retainer or project-based with direct senior professional involvement on every account.
• Haven Mark Partners An integrated marketing solutions platform providing project-based outsourced chief marketing officer services, brand strategy, web development, social media, martech consulting (including CRM selection and implementation), and content marketing for wealth management businesses.
• Haven Tower Alliance A curated network of independent communications firms that extends Haven Tower's capabilities in investor relations, private equity communications, technology PR, and other specialized disciplines for the wealth management industry.

Named customers8 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor and core.

• Ascentix PartnersminorStrategic or Co-development Partner · 8 June 2026Haven Tower Group served as strategic partner in Ascentix Partners' inaugural 'Strategic Framework' thought leadership series on succession planning for independent wealth management. Joseph Kuo co-authored the publication titled 'Founders Should Plan A Legacy, Not Simply An Exit' developed in collaboration with Wealth Solutions Report.
• Cardinal Communications StrategiescoreStrategic or Co-development Partner · 12 May 2026Exclusive strategic alliance called 'Cardinal Haven Initiative' designed to provide specialized communications support for private equity firms investing in wealth management and the enterprises they acquire. The partnership combines Haven Tower's wealth management industry focus with Cardinal's private equity communications expertise. Both firms maintain independence and continue operating under existing leadership, operations, and brand identities.
• Conway CommunicationscoreStrategic or Co-development Partner · 5 May 2026Strategic alliance with Boston-based independent investor relations and financial communications firm. The partnership combines Haven Tower's wealth management industry storytelling and brand strategy capabilities with Conway Communications' investor relations expertise to offer integrated communications solutions for wealth management enterprises preparing for capital markets activity or public listings. This is the first inter-agency strategic alliance under the Haven Tower Alliance (HTA) network.

Scale indicators5 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Weber Shandwick: Global public relations firm with significant financial services and asset management practice. Competes for enterprise wealth management communications mandates as part of a much broader portfolio offering.
• FGS Global: Global strategic communications firm (formed by merger of Finsbury Glover Hering and Sard Verbinnen & Co) specializing in M&A, crisis, financial PR, and investor relations. Broader incumbent with extensive wealth management and capital markets client base, but not exclusively focused on the wealth management vertical.
• Edelman: World's largest independent PR firm with deep financial services and wealth management practice. Broader incumbent competing for enterprise wealth management accounts but as part of a much wider portfolio across many industries.

Direct peers

• Sloane & Company: Boutique financial communications and investor relations firm serving financial services, real estate, and capital markets clients. Similar boutique senior-led service model competing for similar wealth management and asset manager mandates.
• Peppercomm: Strategic communications and marketing firm with dedicated financial services and professional services practice. Comparable boutique senior-led model serving wealth management, insurance, and B2B financial brands.
• Kekst CNC: Specialist strategic communications firm focused on financial services, M&A, investor relations, and crisis communications. Multiple Haven Tower senior leaders (Joseph Kuo, David Kronfeld, Donald Cutler) previously worked at Kekst, indicating direct pedigree and competitive overlap in financial PR engagements.
• ICR: Integrated communications and advisory firm specializing in investor relations, public relations, and strategic communications for financial services, technology, and growth companies. Direct competitor for wealth management IR/PR mandates and capital markets communications work.
• RF|Binder: Independent communications and consulting firm with dedicated financial services practice serving wealth management, asset management, fintech, and insurance clients. Comparable boutique model with similar wealth management vertical focus.
• Prosek Partners: Mid-to-large independent financial services and professional services PR firm with deep specialty in financial communications, investor relations, and brand strategy for asset managers, RIAs, fintech, and B2B financial brands. Direct competitor to Haven Tower in the financial PR category with comparable senior-led service model.
• Gregory FCA: Independent public relations firm with a strong financial services practice covering wealth management, fintech, and capital markets clients. Direct peer in serving mid-market financial services communications needs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/HavenTowerGroup
• LinkedInlinkedin.com/company/haven-tower-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Haven Tower Group