Stackpole & Partners

What Stackpole & Partners does

Stackpole & Partners, operating since 1999 and headquartered in Newburyport, Massachusetts, is a privately held integrated marketing and branding agency now branded as Stackpole-PPG following its January 2025 affiliation with Princeton Partners Group. The firm delivers strategic branding, creative development, digital marketing, media planning and buying, analytics, and content services, with a primary focus on financial services clients including community and regional banks, credit unions, fintechs, and payments companies; secondary verticals include law firms, wealth management, and consulting. Its core proprietary offerings are the Stackpole Brand Workshop, an interactive discovery methodology used to define brand essence through staff engagement, customer surveys, and community interviews, and RebrandMyBank, a dedicated rebranding service for banks facing digital transformation, fintech competition, or merger-driven identity consolidation.

The agency's technology base is service-led rather than platform-led: it combines industry-specific frameworks, creative production capabilities, and standard digital marketing tooling (web development, SEO/SEM, programmatic, retargeting, marketing automation) with analytics dashboards for client reporting. Distribution is direct, sales-led, and built on industry conference presence (notably the Financial Brand Forum), thought leadership content (blog, whitepapers on Gen Z banking onboarding and rebrand strategy), award recognition across SIA, Summit Creative Awards, ABA Bank Marketing Awards, NEFMA, and LMA, and a referral pipeline anchored by community-bank clients such as Taylor Bank, Cape Ann Savings Bank, Ledyard Bank, and Goodsill (Hawaii).

The revenue model is professional services: project-based engagements and ongoing retainers billed annually, with custom quote-based pricing tied to scope. The firm operates from three offices (Newburyport, MA as headquarters; Princeton, NJ; Ridgeland, MS) and reports 11-50 employees. Pete Stackpole remains as founder and President post-affiliation with Princeton Partners Group, which functions as a parent conglomerate providing expanded geographic and capability reach while Stackpole-PPG retains its brand identity and operating autonomy.

Name

Stackpole & Partners

Legal name

Stackpole & Partners

Website

https://stackpolepartners.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Stackpole & Partners (Stackpole-PPG) is a privately held integrated marketing and branding agency serving banks, credit unions, fintechs, payments companies, law firms, and wealth managers with strategy, creative, digital, media, analytics, and content services across three U.S. offices.

Ownership category

akta.pro rank

Headquarters

HQ city

Newburyport

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Marketing and Branding Services: Full-service agency providing strategic branding, creative development, digital marketing, media planning/buying, analytics, and content services to financial services companies and other industries. Revenue is generated through professional service engagements including project-based work, ongoing retainer relationships, and campaign execution.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Stackpole-PPG is an integrated marketing communications agency that delivers branding, creative, digital, media, analytics, and content services to financial institutions, fintechs, legal, wealth management, and consulting clients. Its core engagements include full-scale rebranding initiatives, integrated advertising campaigns across TV, radio, digital, and print, and ongoing retainer-based marketing support, anchored by its proprietary Brand Workshop methodology and the RebrandMyBank service.

Product overview

Stackpole-PPG is a strategic marketing partner offering integrated marketing services primarily serving banks, credit unions, fintechs, and payments companies. The agency operates as a unified service portfolio organized around core disciplines: Branding Services, Creative Services, Digital Marketing Services, Media Services, Analytics Services, and Content Services. Key specialized offerings include the Brand Workshop program (interactive discovery sessions for brand development) and RebrandMyBank (a dedicated rebranding service for financial institutions). The agency combines brand clarity and storytelling with digital relevance and performance marketing under one roof.

Differentiator

Problem solved

Functional benefit

Brands

• RebrandMyBank by Stackpole-PPG: A brand workshop service specifically designed for banks undergoing rebranding, helping merged banks and financial institutions develop distinctive new identities.

Products and services

• Branding Services Strategic brand development including brand strategy formulation, brand audits, brand identity design, brand positioning, market research, and brand workshops, delivered across digital, video, print, outdoor, and experiential media platforms for financial institutions and other clients.
• Creative Services Data-driven creative development combining analytics with innovation, including creative development, interactive design, video/audio production, print design, and website design for financial services and other clients.
• Digital Marketing Services Comprehensive digital marketing including web development, retargeting, SEO/SEM, digital display, programmatic advertising, and marketing automation solutions tailored for financial institutions.
• Media Services Media strategy, planning, buying, and experiential marketing solutions designed to maximize marketing budget efficiency through targeted distribution channels for financial services and other clients.
• Analytics Services Real-time customer insight dashboards with marketing dashboard development, application analytics setup, and monthly performance reporting for marketing campaigns.
• Content Services Content strategy and development including script writing, articles, whitepapers, and public relations for financial services clients.
• Stackpole-PPG Brand Workshop An interactive workshop program that engages bank staff and stakeholders to discover and define brand essence through exercises, customer surveys, and community interviews. The workshop helps organizations shape their brand to remain relevant with banking customers.
• RebrandMyBank A specialized rebranding service for banks and credit unions facing digital transformation, fintech competition, or merger situations. The service provides comprehensive brand development from internal workshops through customer research and visual identity creation to market positioning.

Quantifiable outcome

• 100% increase in web sessions for Goodsill following brand launch
• +3 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Ten partnerships are on record, tiered core.

• Princeton Partners GroupcoreOthers · 1 January 2025Stackpole joined Princeton Partners Group, expanding the agency's capabilities and reach within the marketing services industry while maintaining its brand identity and leadership.
• FitMoney.orgcoreStrategic or Co-development Partner · 1 January 2021Partnership with not-for-profit financial literacy organization FitMoney.org as part of Credit for Life Fair initiative. Stackpole designed and developed creditforlife.org website in collaboration with eight Massachusetts banks to provide virtual financial literacy education for high school students.
• Institution for SavingscoreStrategic or Co-development Partner · 1 January 2021Founding sponsor and collaborator in Credit for Life Fair partnership, working with Stackpole to design and implement the creditforlife.org virtual financial literacy platform for Massachusetts high school students.
• Cape Cod 5coreStrategic or Co-development Partner · 1 January 2021Partner bank in Credit for Life Fair initiative pooling funds to hire Stackpole for website design and implementation of financial literacy platform.
• HarborOne BankcoreStrategic or Co-development Partner · 1 January 2021Partner bank in Credit for Life Fair initiative contributing to pooled funding for Stackpole's design and implementation of creditforlife.org.
• Rockland TrustcoreStrategic or Co-development Partner · 1 January 2021Partner bank in Credit for Life Fair initiative pooling funds to hire Stackpole for website design and implementation of financial literacy platform.
• The Savings BankcoreStrategic or Co-development Partner · 1 January 2021Partner bank in Credit for Life Fair initiative contributing to pooled funding for Stackpole's design and implementation of creditforlife.org.
• Westfield BankcoreStrategic or Co-development Partner · 1 January 2021Partner bank in Credit for Life Fair initiative pooling funds to hire Stackpole for website design and implementation of financial literacy platform.
• Country BankcoreStrategic or Co-development Partner · 1 January 2021Partner bank in Credit for Life Fair initiative contributing to pooled funding for Stackpole's design and implementation of creditforlife.org.
• Bay Coast BankcoreStrategic or Co-development Partner · 1 January 2021Partner bank in Credit for Life Fair initiative pooling funds to hire Stackpole for website design and implementation of financial literacy platform.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• The Abbi Agency: Marketing and PR agency with strong financial-services practice serving fintechs, banks, and B2B tech — comparable target segments and full-service creative/strategic offering.
• Pierpont Communications: Integrated PR and marketing agency with a long-standing financial-services practice serving banks, insurance, and energy — directly comparable integrated service portfolio and mid-market financial vertical.
• The Bivings Group: Digital communications and marketing firm with significant financial-services experience, including work with banks and credit unions — comparable digital-first offering for similar buyers.
• William Mills Agency: PR and marketing agency exclusively serving the fintech and financial-services industry — directly comparable fintech-focused positioning and integrated communications offering.
• Sagefrog Marketing Group: B2B marketing agency with a dedicated financial-services vertical providing branding, digital, and content services to banks, fintechs, and financial tech firms — strong functional overlap.
• John M. Floyd & Associates: Bank and credit union marketing and consulting firm serving community financial institutions with profitability, branding, and marketing services — overlaps Stackpole's primary bank/credit-union vertical.
• ndp: Full-service marketing agency headquartered in Richmond, VA with deep financial-services specialization across banks, credit unions, and fintechs — directly comparable to Stackpole's vertical focus and integrated service model.

Broad incumbents

• Siegel+Gale: Global branding and strategic design firm with a financial-services practice including bank rebrands — broader portfolio but overlapping branding/marketing services for financial institutions.
• Wpromote: Larger full-service digital marketing agency with a financial-services client base — broader scope and significantly larger scale than Stackpole, providing incumbency context for the competitive landscape.

Emerging players

• Aloft Group: Boutique creative and digital agency serving banks, credit unions, and fintechs — comparable but smaller-scale specialization overlapping Stackpole's primary verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/stackpoleteam
• Facebookfacebook.com/stackpoleteam

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

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 Stackpole & Partners