What Profile does

Profile Advisors is a New York–based, independent financial communications consultancy founded in 2018 by Rich Myers. The firm provides senior-led public relations, brand strategy, media relations, content development, transaction communications, crisis advisory, and reputation management services to financial institutions across capital markets, with primary client segments spanning financial sponsors and private equity, hedge funds, venture capital, asset and wealth managers, private credit and specialty finance, real estate finance, exchanges and trading platforms, and financial-focused professional services firms. Its stated positioning is as a nimble boutique alternative to large holding-company agencies, focused on emerging and small-to-midsize financial firms rather than mega-cap enterprise clients.

The firm operates under a senior-led, high-touch advisory model in which founders and managing partners are directly engaged on client work rather than delegating to junior staff. Service delivery is organized around two pillars: Strategic Communications & Media Execution (media relations, content development, corporate positioning, brand amplification, fund launches and closes, transaction communications) and Strategic/Creative Advisory (brand strategy and visual governance, messaging systems and content architecture, executive communications design, digital presence, and reputation monitoring). The firm does not operate a proprietary technology platform; delivery relies on practitioner expertise, standard communications tools, and website-driven inbound inquiries via profileadvisors.com.

Profile Advisors is privately held, founder-led, and affiliated with Prosek Partners, in which Prosek founder Jen Prosek holds a significant investment. The relationship is complementary: Prosek serves larger enterprise financial clients while Profile targets emerging managers and mid-market financial institutions, with some lateral movement of personnel between the two firms. The firm generates revenue through bespoke project and retainer engagements priced on the scope of strategic counsel and deliverables, with no publicly disclosed pricing or revenue figures.

Name

Profile

Legal name

Profile Advisors

Website

https://profileadvisors.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Profile Advisors is a New York–based, senior-led financial communications consultancy founded in 2018 that provides media relations, brand strategy, reputation management, and transaction communications to emerging and mid-market financial institutions across capital markets.

Ownership category

akta.pro rank

Product category

Financial Communications Consulting

NAICS

Marketing Consulting Services (541613), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Financial communications consulting
• Public relations services
• Media relations advisory
• Brand strategy consulting
• Investor relations services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Communications Consulting Services: Profile Advisors generates revenue by providing bespoke financial communications, public relations, brand strategy, and reputation management services to financial services and capital markets clients. Services are billed on a project or retainer basis aligned with the scope of strategic counsel and deliverables required.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Profile Advisors is a specialized financial communications consultancy that delivers strategic communications, media execution, and creative advisory services to capital markets and financial services clients. Its unified service model combines senior-led media strategy (media relations, content development, thought leadership, social media, video, events) with creative production (brand identity, website design, messaging, campaigns) for private equity, hedge funds, venture capital, asset/wealth managers, private credit, real estate finance, exchanges, and investment banking clients.

Product overview

Profile Advisors is a specialized, independent financial communications consultancy that offers a unified service model combining strategic communications and creative advisory services. The core offerings are: Strategic Communications & Media Execution (including media relations, content development, corporate positioning, brand amplification, launches and fund closes, and transaction communications) and Strategic/Creative Advisory (including brand strategy, messaging systems, executive communications design, digital presence, and reputation monitoring). These services work together to help financial institutions build their brands, manage reputation, and drive visibility with key stakeholders.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Communications & Media Execution Senior-led communications service combining media relations, content development, thought leadership, social media, video, and event management into integrated multi-channel programs for capital markets and financial services clients.
• Strategic/Creative Advisory Creative advisory service encompassing brand identity development, website design, messaging frameworks, and creative campaign development, designed to integrate with strategic communications engagements for financial services clients.

Named customers10 records

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• ICR: Strategic communications and advisory firm serving consumer, technology, and financial services clients. Comparable for financial-services IR/communications mandates and the integrated advisory-plus-PR model.
• BackBay Communications: Specialist financial services public relations and brand strategy firm. Comparable boutique focus on asset managers, PE, and financial technology clients with integrated brand and content services.
• Joele Frank: Specialist financial communications and investor relations firm focused on M&A, restructurings, and shareholder activism. Directly competes for similar financial-services communications mandates with a similarly senior-led boutique model.
• KCSA Strategic Communications: Boutique IR and strategic communications firm with deep financial services and crypto/blockchain practice. Directly comparable for capital markets and emerging-manager communications.
• Abernathy MacGregor: Strategic communications firm focused on corporate communications, investor relations, and M&A situations. Comparable for senior-led financial communications counsel to public and private companies.
• Gasthalter & Co. Boutique strategic communications firm specializing in special situations, restructurings, and shareholder activism. Comparable senior-led financial communications positioning, particularly for sensitive transactions.
• Greentarget: Boutique PR and strategic communications firm focused on professional services, financial services, and B2B technology. Comparable for senior-led, content-driven communications engagements with similar client profiles.
• Prosek Partners: Independent strategic communications firm specializing in financial services, investor relations, and public relations. Profile's affiliated partner with shared investor relationship, serving an overlapping client base of asset managers, PE firms, and financial institutions.

Broad incumbents

• FTI Consulting (Strategic Communications): Global advisory firm with a major strategic communications segment covering financial services, M&A, and special situations. Overlaps with Profile in financial communications and crisis/reputation work.
• Edelman: Largest global PR firm with a deep financial services and capital markets practice. Profile's two founders previously led parts of Edelman's financial communications practice, making Edelman a primary competitor and talent source.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Profile