TE+A Marketing

What TE+A Marketing does

TE+A Marketing (Trungale Egan & Associates) is a privately held, founder-led, full-service marketing agency headquartered in Chicago with a second office in Los Angeles. The firm was founded approximately 35 years ago by Bill Egan, who continues to lead it as President alongside a senior team of long-tenured practitioners (many 30+ years with the agency), and operates with 11–50 employees. Its core offerings span strategy and 3–5 year corporate planning, website development, email and marketing automation, paid digital media (search, display, retargeting, paid social), content development (blogs, podcasts, video), and social media management, delivered through a proprietary methodology stack consisting of Digital HUB+, TOP, FUEL, AMP, Collateral 360, CAP, and the Digital 360° Review.

The agency's primary vertical is financial services, where it has built an unusually deep track record — spanning CME Group, Charles Schwab, NYSE, the Chicago Board of Trade, and a broad base of wealth managers, RIAs, fintechs, broker/dealers, custodians, exchanges, and trading platforms (reported as 60+ sub-categories). It supplements this core with selective work in B2B, B2C, retail, telecom, consumer goods, food and beverage, and education — including engagements with Costco, U.S. Cellular, Adidas, World Book, and Leahy-IFP — but these appear to be opportunistic rather than a strategic second vertical.

The business model is classic professional services: project-based fees and ongoing retainers, sold through direct, relationship-driven enterprise sales led by principals. The firm operates as a systems integrator on top of third-party martech — certified Zoho partner, Act-On for marketing automation, and integrations with Salesforce, HubSpot, Redtail, Tableau, and the Google marketing and analytics suite — giving clients a CRM-integrated digital ecosystem rather than proprietary IP. No pricing is publicly disclosed, there are no outside investors, and the company is private with no revenue disclosures available.

Name

TE+A Marketing

Legal name

TE+A Marketing

Website

https://trungaleegan.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

TE+A Marketing is a privately held, founder-led full-service marketing agency based in Chicago with a Los Angeles office. For over 35 years it has provided branding, website development, digital media, content, and social media services primarily to enterprise clients in the financial services vertical.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Marketing Services and Consulting: TE+A generates revenue through providing comprehensive marketing services including strategy and planning, website development, email marketing, digital media campaigns, content development, and social media management. Revenue is derived from project-based fees, retainer arrangements, and ongoing marketing support services delivered to enterprise clients across financial services, B2B, and B2C sectors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels10 records

Core offering

TE+A Marketing is a full-service digital marketing and branding agency that provides strategy and planning, website development (via the Digital HUB+ methodology), email and marketing automation, paid digital media, content development, and social media management. The agency primarily serves enterprise clients in the financial services industry as well as B2B and B2C sectors across the United States, with offices in Chicago and Los Angeles.

Product overview

TE+A Marketing is a digital marketing agency that operates as a full-service marketing firm offering a portfolio of services organized around their core methodology and proprietary branded platforms. The company provides Strategy + Planning, Website Development (using the Digital HUB+ methodology), Email Marketing (leveraging the AMP platform), Digital Media (powered by the TOP platform), Content Development (through the FUEL platform), Social Media, and specialized Financial Services marketing. Their proprietary platforms—Digital HUB+, TOP, FUEL, AMP, Collateral 360, and CAP—work together as integrated methodologies: Digital HUB+ serves as the foundation for website development with CRM integrations, TOP drives traffic and SEO performance, FUEL accelerates content engagement, AMP powers automated marketing and email campaigns, Collateral 360 ensures brand consistency, and CAP aligns organizational culture with brand promise. The company has over 35 years of experience serving clients primarily in the financial services sector, B2B, and B2C industries.

Differentiator

Problem solved

Functional benefit

Brands

• Digital HUB+: Website development approach that centers around the client's unique story and go-to-market needs, with CRM integration
• TOP (Traffic Optimization Platform)
• FUEL (Prospect Accelerated Content)
• AMP (Automated Marketing Platform)
• Collateral 360
• CAP (Cultural Alignment Process)
• Digital 360° Review

Products and services

• Strategy + Planning
• Website Development (Digital HUB+)
• Email Marketing and Marketing Automation
• Digital Media Campaigns
• Content Development
• Social Media Management
• Financial Services Marketing Suite

Quantifiable outcome

• 6.1 million+ media impressions achieved for Costco downtown Chicago opening campaign with 11 TV and 14 print placements, resulting in best-ever grand opening for Costco.
• +3 more outcomes

Named customers18 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

Feature2 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Act-OncoreTechnology or IntegrationAct-On is a marketing automation platform partner that TE+A leverages for clients' automated marketing campaigns, CRM integration, and lead generation programs.
• ZohocoreTechnology or IntegrationZoho Partners - TE+A is a certified Zoho partner providing CRM implementation and integration services for clients alongside their marketing solutions.
• AdvizorProminorGTM or Marketing PartnerMarketing technology partner featured on TE+A's client roster.
• Chalice NetworkcoreChannel Partner/ Reseller/ DistributorChalice Financial Network is a member-benefit organization that TE+A has built a strategic marketing partnership with, developing and executing marketing plans for growth and expansion.
• Level Three Performance SolutionsminorStrategic or Co-development PartnerLevel Three Performance Solutions is a business consulting firm that TE+A partners with to provide comprehensive marketing and branding solutions.
• Financial Planning AssociationminorGTM or Marketing PartnerProfessional association partnership supporting marketing efforts within the financial planning community.
• TD Ameritrade | Charles SchwabminorGTM or Marketing PartnerStrategic partnership with major financial services platform for joint marketing initiatives.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• HDMZ: Independent integrated marketing agency delivering branding, digital, and strategic communications. Similar mid-size independent agency profile and enterprise B2B positioning as TE+A.
• Ansira: Mid-sized marketing services firm offering integrated B2B and B2C marketing, digital media, and CRM/marketing automation services. Comparable to TE+A in scale, full-service offering, and enterprise client focus across similar verticals.
• PAN Communications: Mid-size integrated marketing and PR agency serving B2B technology and financial services clients. Comparable integrated service offering and vertical mix to TE+A.
• Mower: Independent integrated marketing agency of comparable size offering branding, digital, PR, and content services. Similar privately-held, mid-size agency profile and full-service positioning to TE+A.
• The Ward Group: Marketing and communications agency with deep financial services specialization, serving wealth management, fintech, and capital markets clients — directly mirroring TE+A's financial services vertical focus.
• Schaaf-PartnerCentric: Independent full-service marketing agency providing strategy, digital, branding, and content services. Comparable privately-held mid-size agency competing for similar mid-market and enterprise clients.
• Sagefrog Marketing Group: B2B marketing agency offering branding, digital marketing, content, and PR services. Comparable size, integrated service mix, and B2B focus make it a relevant peer for TE+A.

Broad incumbents

• Epsilon: Global marketing services platform with deep data, media, and CRM capabilities serving enterprise financial services and consumer brands. Competes with TE+A across the same enterprise marketing services category from a much broader portfolio.
• Ogilvy: Global advertising and marketing network offering full-service creative, digital, PR, and consulting. Overlaps with TE+A on enterprise financial services clients but operates at global scale with much broader capabilities.
• Merkle: Large data-driven marketing agency with deep CRM, analytics, and digital media capabilities serving enterprise financial services clients. Competes with TE+A in the same end market but at significantly greater scale and with broader technology IP.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC_pJRkknmCg1h6yBpDrmixA
• Facebookfacebook.com/TrungaleEgan
• LinkedInlinkedin.com/company/trungale-egan-&-associates
• Xx.com/trungaleegan

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 TE+A Marketing