Second Summer
- Company typePrivate
- Founded1994
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Second Summer firmographics
Firmographics- Name
- Second Summer
- Legal name
- Second Summer Inc.
- Website
- https://secondsummer.net
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where Second Summer is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Second Summer business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- Strategic Consulting & Brand Development: Ongoing partnership engagement with advisory firms to codify their intellectual capital. The model emphasizes long-term relationship over point-in-time projects. Clients make substantial investments in collaboration spanning multiple years.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement based on firm size and scope |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
Second Summer product offering
Product offeringCore offering
Second Summer is a brand development and coaching firm that helps high-performing financial and professional services firms codify their unique intellectual capital into tangible language, concepts, and pictures. Using the proprietary three-phase Shared Purpose® Cycle methodology (Codify Your Genius™, Own Your Zone™, and Return on Wisdom™), the firm partners long-term with advisory firms serving affluent and well-insulated markets to differentiate them from commoditized competitors and attract ideal clients.
Product overview
Second Summer is a brand development and thought leadership partnership firm offering a three-phase Shared Purpose® Cycle methodology: Codify Your Genius™ (discovery and packaging of intellectual capital into language, concepts and pictures), Own Your Zone™ (hands-on coaching to take capital to market), and Return on Wisdom™ (attracting ideal clients). The firm specializes in serving high-performing advisory firms in affluent markets and provides tangible deliverables including website copy, explainer videos, client experience development, discovery questionnaires, sales funnel tools, and Thought Leadership Pillars. They offer three client portals: Shared Purpose Vault, Client Portal, and Guest Portal for accessing materials.
Differentiator
Problem solved
Functional benefit
Products and services
- Shared Purpose® Cycle
Quantifiable outcome
- Multi-seven-figure revenue results achieved for individual clients
- +3 more outcomes
Companies that use Second Summer
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles2 records
Second Summer technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Second Summer partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
Second Summer competitors and assessment
Company assessmentDirect peers
- FMG Suite: Marketing and content platform purpose-built for financial advisors; serves the same target market of independent advisory firms and competes for the same brand-development budget.
- Twenty Over Ten: Marketing websites, content, and compliance tools for financial advisors; comparable niche focus and end customer base as Second Summer.
- Hinge Marketing: Marketing and branding firm specializing in professional services firms; comparable positioning as a brand strategy partner for high-expertise B2B and professional services clients.
- Cardinal Digital Marketing: Performance and brand marketing agency with a dedicated financial services and advisor practice; competes for the same advisory-firm marketing budgets.
- Strategic Coach: Coaching and structured methodology firm for entrepreneurs and advisors; closely comparable in delivering a proprietary, methodology-driven program to high-performing professionals.
- Bluespire: Marketing agency serving financial services and senior-living brands; comparable mix of strategy, brand development, and creative services for similar clients.
Broad incumbents
- Edelman: Global communications and marketing firm with a substantial financial services practice; provides brand and reputation services to large financial institutions as a broader, less specialized incumbent.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Second Summer social profiles
Digital presenceSecond Summer financial estimates
Financial estimateRevenue estimate
Valuation estimate
Second Summer leadership team
Management profileNumber of profiles
Profiles5 records
Second Summer funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Second Summer 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 Second Summer
What does Second Summer do?
Second Summer is a brand development and coaching firm that helps high-performing financial and professional services firms codify their unique intellectual capital into tangible language, concepts, and pictures. Using the proprietary three-phase Shared Purpose® Cycle methodology (Codify Your Genius™, Own Your Zone™, and Return on Wisdom™), the firm partners long-term with advisory firms serving affluent and well-insulated markets to differentiate them from commoditized competitors and attract ideal clients.
Is Second Summer a public or private company?
Second Summer is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Second Summer founded?
Second Summer was founded in 1994. It employs 1 to 10 people.
Where is Second Summer based?
Second Summer is headquartered in San Francisco, United States, in the North America region.
How does Second Summer make money?
One revenue line is on record: strategic Consulting & Brand Development.
Who are Second Summer's main competitors?
Direct peers on record are FMG Suite, Twenty Over Ten, Hinge Marketing, Cardinal Digital Marketing, Strategic Coach and Bluespire. Edelman is listed as a broad incumbent.
Does Second Summer have an API?
No public API is recorded for Second Summer.