The White Label Creative
The White Label Creative is a privately held, founder-led marketing consultancy founded in 2019 that provides outsourced CMO services, marketing audits, strategy builds, and managed marketing operations to financial services firms and growing B2B companies at growth inflection points.
- Company typePrivate
- Founded2019
- HeadquartersTampa, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The White Label Creative does
The White Label Creative is a privately held, founder-led marketing consultancy established in 2019 by Lindsay White, headquartered in Atlanta, Georgia, that delivers outsourced CMO services exclusively to financial services firms — asset managers, RIAs, and wealth management practices — typically those navigating inflection points such as acquisitions, leadership changes, or rapid growth. The firm's core offering is a three-phase engagement model: a 2–3 week Marketing Audit that produces three defined deliverables (Audit Report, KPI Scorecard, Opportunity Map), a 6–10 week Strategy Build that produces positioning, channel strategy, communications framework, and operational infrastructure, and an optional Run phase (90-day minimum, then month-to-month) that operates the marketing function as a managed service. Additional offerings include an Outsourced CMO service and a dedicated Answer Engine Optimization (AEO) practice that structures client content for AI-powered search platforms such as ChatGPT, Google AI Overviews, and Perplexity.
Underlying the service is a documented methodology — a six-dimension audit framework and an anchor-and-spoke content model — built from the founder's 14 years of in-house financial services marketing experience at Raymond James and seven years of consulting for firms including Wedbush, Capital Wealth Planning, Opal Capital, and Harvard Business School. The founder's FINRA Series 7 license and compliance-aware positioning (FINRA/SEC regulated content review) are embedded as differentiators.
The business model is professional services and managed services, with custom engagement-based pricing scoped on a 30-minute consultation call rather than published rates. Go-to-market is enterprise sales-led, targeting decision-makers at asset managers, RIAs, and wealth management firms, with acquisition primarily through direct consultation bookings, an Insights thought-leadership blog, and peer/referral networks. The firm operates with 1–10 employees, has raised no external institutional capital, and discloses no revenue figures.
The White Label Creative firmographics
Firmographics- Name
- The White Label Creative
- Legal name
- The White Label Creative
- Website
- https://thewhitelabelcreative.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The White Label Creative is a privately held, founder-led marketing consultancy founded in 2019 that provides outsourced CMO services, marketing audits, strategy builds, and managed marketing operations to financial services firms and growing B2B companies at growth inflection points.
- Ownership category
- akta.pro rank
The White Label Creative industry classification
Industry- Product category
- Financial Services Marketing Consultancy
- NAICS
- Advertising Agencies (541810), Advertising, Public Relations, and Related Services (5418)
- SIC
- Services-Advertising Agencies (7311)
- akta.pro primary industry
- Creative Concepting & Campaign Development (BPAFAEAD)
- akta.pro secondary industry
- Creative & Brand Campaign Development (BPAFAAAB)
Keywords
Where The White Label Creative is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The White Label Creative business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Marketing Audit: Fixed-scope diagnostic engagement lasting 2-3 weeks from kickoff to deliverable. Produces Marketing Audit Report, KPI Scorecard, and Opportunity Map. Priced based on company size and complexity, scoped on intro call.
- Strategy Build: Project-based strategy engagement lasting 6-10 weeks. Aligns marketing goals to business goals, builds positioning, channel strategy, communications framework, and operational infrastructure. Delivered as complete strategy package with executive deck.
- Run (Ongoing Operations): Month-over-month marketing operations following Audit and Build. Includes live strategy management, managed execution, monthly performance reporting, and monthly working sessions. 90-day minimum engagement, then month-to-month. Priced based on scope defined during Build.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom engagement scoping based on firm size and complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
The White Label Creative product offering
Product offeringCore offering
The White Label Creative is a marketing consultancy and outsourced CMO serving financial services firms (asset managers, RIAs, and wealth management practices). It delivers a three-phase engagement: a 2-3 week Marketing Audit (scored diagnostic across positioning, content, channels, team, technology, and sales alignment), a 6-10 week Strategy Build (positioning, channel strategy, communications framework, operational infrastructure), and an optional month-over-month Run service that operates the marketing function continuously.
Product overview
The White Label Creative offers a three-stage marketing consultancy service for financial services firms: the Marketing Audit (a 2-3 week diagnostic that evaluates positioning, content, channels, team structure, technology, and sales alignment, producing a KPI Scorecard and Opportunity Map with prioritized recommendations), followed by a Strategy Build (6-10 weeks) that closes identified gaps through Positioning & Messaging, Channel Strategy, Communications Framework, and Operational Infrastructure, with an optional Run engagement for ongoing month-to-month operations. The firm also provides an Outsourced CMO service and specialized Answer Engine Optimization (AEO) for AI search visibility. The core model is audit-first, then build — ensuring strategy is grounded in diagnosis rather than assumption.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- $5B+ earned media value and $6B broadcast exposure for national wealth management firm
- +2 more outcomes
Companies that use The White Label Creative
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles2 records
The White Label Creative technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
The White Label Creative partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
The White Label Creative competitors and assessment
Company assessmentDirect peers
- Prosek Partners: Specialist financial services communications and marketing firm serving hedge funds, private equity, asset managers, and fintechs. Comparable on deep FS vertical focus, senior-led engagements, and integration of PR, content, and brand strategy for institutional buyers.
- Gregory FCA: Integrated communications and PR agency with a dedicated financial services practice serving asset managers, wealth managers, and financial technology firms. Comparable on vertical focus and on offering strategy + communications execution to mid-market and enterprise FS clients.
- RF|Binder: Independent communications and marketing firm with a financial services practice covering asset management, wealth, and fintech. Comparable on FS specialization, integrated communications strategy, and mid-to-enterprise client base.
- Greentarget: Boutique B2B marketing and PR agency with a long-standing financial services practice serving RIAs, asset managers, and professional services firms. Comparable on boutique scale, FS vertical specialization, and integrated strategy-plus-execution model.
- BackBay Communications: Boutique PR and marketing communications firm focused exclusively on financial services, including asset managers, RIAs, and fintechs. Directly comparable to The White Label Creative on vertical specialization (financial services), boutique scale, and integrated communications offering.
- Wall Street Creative: Boutique marketing and creative agency focused exclusively on financial services firms. Comparable on vertical specialization, the integrated brand-and-campaign scope, and the boutique senior-led engagement model.
Emerging players
- SPARK Business Works: Branding and digital marketing agency that serves financial services and B2B clients with strategy, design, and execution. Comparable on the audit-then-build methodology and on serving growing mid-market firms.
- Hound Dog Digital: Digital marketing agency with deep focus on financial services SEO, content, and digital strategy for RIAs and asset managers. Comparable on digital-first execution and FS vertical focus, though more execution-led than the White Label Creative's leadership-level engagement.
Broad incumbents
- Accenture Song: Global experience and marketing services arm of Accenture with deep financial services industry coverage, including marketing operations, brand strategy, and customer experience. Comparable on the outsourced-marketing-leadership capability but at an enterprise scale that competes for the largest end of the firm's client set.
- Deloitte Digital: Global consultancy offering large-scale marketing strategy, digital transformation, and creative services with a substantial financial services industry practice. Comparable at the strategy and operating-model level but operates at vastly larger scale and broader scope than a boutique FS consultancy.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
The White Label Creative social profiles
Digital presenceThe White Label Creative financial estimates
Financial estimateRevenue estimate
Valuation estimate
The White Label Creative leadership team
Management profileNumber of profiles
Profiles1 record
The White Label Creative funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The White Label Creative M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The White Label Creative
What does The White Label Creative do?
The White Label Creative is a marketing consultancy and outsourced CMO serving financial services firms (asset managers, RIAs, and wealth management practices). It delivers a three-phase engagement: a 2-3 week Marketing Audit (scored diagnostic across positioning, content, channels, team, technology, and sales alignment), a 6-10 week Strategy Build (positioning, channel strategy, communications framework, operational infrastructure), and an optional month-over-month Run service that operates the marketing function continuously.
Is The White Label Creative a public or private company?
The White Label Creative is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The White Label Creative founded?
The White Label Creative was founded in 2019. It employs 1 to 10 people.
Where is The White Label Creative based?
The White Label Creative is headquartered in Tampa, United States, in the North America region.
How does The White Label Creative make money?
Three revenue lines are on record. Marketing Audit is the primary driver. The others are strategy Build and run (Ongoing Operations).
Who are The White Label Creative's main competitors?
Direct peers on record are Prosek Partners, Gregory FCA, RF|Binder, Greentarget, BackBay Communications and Wall Street Creative. Emerging players are SPARK Business Works and Hound Dog Digital. Broad incumbents are Accenture Song and Deloitte Digital.
Does The White Label Creative have an API?
No public API is recorded for The White Label Creative.
What industry is The White Label Creative in?
The White Label Creative's product category is Financial Services Marketing Consultancy. Its primary akta.pro industry code is BPAFAEAD, Creative Concepting & Campaign Development, with a secondary code of BPAFAAAB, Creative & Brand Campaign Development. Its NAICS code is 541810 and its SIC code is 7311.