Discover Blind Spots

What Discover Blind Spots does

Discover Blind Spots is a privately held, founder-led marketing services agency founded in 2018 by Tim Riddle and headquartered in Burlington, North Carolina. The company serves financial advisors, CFPs, and wealth management firms, providing a bundled service portfolio across website design, social media management, email marketing, and video production. Its core offerings are delivered through a combination of custom website builds, branded content strategies across LinkedIn, Facebook, Instagram, and YouTube, personalized and automated email campaigns using Keap as the underlying marketing automation platform, and onsite/remote video production. A proprietary Marketing & Branding Health Check assessment tool scores a prospect's brand consistency on a 0-100 scale and functions as a top-of-funnel diagnostic.

The business model combines recurring marketing services subscriptions with strategic consulting engagements. Pricing is quote-based and not publicly disclosed; the primary customer acquisition mechanism is a free consultation call led by the founder, followed by one-on-one strategy development and ongoing campaign management. Distribution is direct and consultative, supported by a content marketing flywheel that includes a podcast (Spotify, Apple), an ongoing video library, a blog, and founder speaking engagements at industry events. The team consists of approximately six people, including multiple family members in operational and video production roles, with two remote employees.

The company is bootstrapped with no external venture capital, operates only in the Southeast United States, and is materially dependent on Tim Riddle as both the sales lead and principal practitioner. The October 2023 release of the founder's book "Communicate or Else, A New Perspective on Marketing for Financial Advisors" serves as a thought leadership anchor for the vertical niche. Customer evidence is limited to three named small/mid-market advisory firms (Blaser Investment Management Group, Pursuit Wealth Strategies, Freedom Street Partners), and no revenue, headcount beyond the disclosed team, or pricing data has been publicly disclosed.

Name

Discover Blind Spots

Legal name

Discover Blind Spots

Website

https://discoverblindspots.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Discover Blind Spots is a founder-led, Burlington NC-based marketing services agency that provides website design, social media management, email marketing, and video production to financial advisors and wealth management firms, primarily in the Southeast US.

Ownership category

akta.pro rank

Headquarters

HQ city

Burlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Marketing Services Subscription: Ongoing marketing services for financial advisors including email campaigns, video production, social media management, website services, and strategic consulting. Services appear to be delivered through regular client collaboration and account management.
2. Strategic Consulting: One-on-one strategy development and monitoring/adjustment services, kickoff strategy sessions, and ongoing campaign management.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Discover Blind Spots is a marketing strategy and implementation company serving financial advisors. It delivers website design, social media management, email marketing campaigns, video production, and one-on-one strategic consulting to help advisory firms build consistent client and prospect communication using the advisor's own voice.

Product overview

Discover Blind Spots is a marketing strategy and implementation company serving financial advisors. The company offers a unified service portfolio consisting of Website Services (custom-designed websites for financial advisors), Social Media Services (content strategy, video production, and management across LinkedIn, Facebook, Instagram, and YouTube), and Email Marketing Services (personalized campaigns, automation, and compliance-friendly design). These core offerings are complemented by a Marketing & Branding Health Check assessment tool and a Resources hub containing educational podcasts, videos, and blog content. The company also provides free consultation services to help prospects discover their marketing blind spots. All services are delivered with a focus on personalized communication using the client's own voice, combining human touch with technology to build stronger client relationships and grow advisory firms sustainably.

Differentiator

Problem solved

Functional benefit

Products and services

• Website Services Custom-designed websites built specifically for financial advisors, featuring compliance-friendly content, integrated video storytelling, powerful messaging and copy, mobile-optimized and SEO-ready design.
• Social Media Services Social media management including branded content strategy and calendar planning, short-form and thought leadership video production, professionally written posts and video scripts, with analytics and optimization across LinkedIn, Facebook, Instagram, and YouTube.
• Email Marketing Services Email marketing services featuring engaging copy, integrated video and storytelling, personalized campaigns for clients, prospects, and referrals, automated workflows, and compliance-friendly design with performance reporting.
• Marketing & Branding Health Check Assessment tool that evaluates a financial advisor's website, social media, and email communication to provide a personalized score (0-100) and insights on brand clarity and consistency.
• Strategic Marketing Consulting One-on-one strategy development, kickoff sessions, and ongoing campaign monitoring and adjustment for financial advisors, initiated via a free consultation call.

Quantifiable outcome

• Improved client engagement and more conversations with clients through consistent communication

Named customers3 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• KeapcoreTechnology or IntegrationKeap Certified Partner. Tim Riddle leads the technical aspect of the business using Keap marketing automation platform. Keap is a CRM and marketing automation platform used for client communication, email campaigns, and marketing workflows. The partnership enables the company to create and manage automated marketing campaigns for financial advisor clients.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Emerging players

• Wealthbox: Modern CRM for financial advisors with workflow and lightweight client communication features. Comparable as an adjacent technology layer in the same advisor stack, with some overlap in client communication tooling.
• Redtail Technology: CRM and workflow platform used by many of the same independent financial advisors. Comparable as an ecosystem participant: integrates with Keap and marketing tools, addresses the same advisor's day-to-day operations pain point.
• ActivePipe: Lead generation and email engagement platform built for mortgage and financial services professionals. Comparable because it addresses the same 'automated but personalized client/prospect communication' pain point for advisory-adjacent buyers.

Others

• MarketingProfs: Training, events, and resources for B2B marketers. Not a direct competitor but an adjacent educational ecosystem that financial advisor marketers (and the Discover Blind Spots team itself) consume for upskilling.

Direct peers

• Snappy Kraken: Tech-enabled marketing automation and content platform purpose-built for financial advisors. Directly comparable on target customer (RIAs/IAs), subscription pricing, and the integrated email + social + ads playbook.
• FMG (Foundation Marketing Group): The largest and most established marketing services and content library provider for financial advisors. Comparable because it offers websites, email marketing, social media, and curated content to the same RIA/wealth management buyer under a subscription model.
• Advisor Websites: Website design, hosting, and marketing services tailored to financial advisors. Directly comparable on the website build + ongoing marketing services bundle sold to the same advisor buyer.
• Twenty Over Ten: Provider of compliance-friendly websites, blogs, and email marketing tools for financial advisors. Comparable because it targets the same vertical, sells to mid-market advisory firms, and bundles website + content services.
• Oechsli: Consulting and marketing services firm focused exclusively on financial advisors and elite producers. Comparable on vertical specialization, relationship-led sales motion, and content/marketing strategy offerings.

Broad incumbents

• Hearsay Systems: Enterprise social media and compliance archiving platform for financial advisors and insurance agents (now part of Yext). Overlaps with Discover Blind Spots on social media management for advisors but serves larger enterprises with a broader compliance archive angle.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@discoverblindspots
• Facebookfacebook.com/profile.php

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 Discover Blind Spots