What The PSBLTY Co. does

The PSBLTY Co. is a privately held brand strategy, design, and implementation firm that serves the financial services industry. Its core offering is the Transform™ flagship program — a structured engagement (organized around three phases: Identity, Influence, and Impact) that combines brand strategy, positioning, visual and verbal identity development, sales training, culture building, client experience design, marketing strategy, leadership development, and operational simplification. The company also distributes an ancillary learning library comprising five self-paced training programs (Sell Like a Leader, Reinforce Your Culture, The Owner Misnomer, Authentic Conversations, Playing to Win) and five downloadable tools (Audience Persona Builder, Differentiation Scorecard, Language Elevation Glossary, The Practical Innovator's Guide, Discovery Call Question List). PSBLTY reports influencing $8.85 trillion in assets under leadership through brands it currently serves and cites enterprise relationships with firms including Edward Jones, Morgan Stanley, UBS, Raymond James, Carson, Duffy, F&G, Integrated, and Konvergent.

The company targets certified financial professionals and their firms — including CFPs, CFAs, CEPAs, CPAs, RICPs, and RIAs — as well as enterprise-level institutions and networks. Its business model is subscription-based recurring revenue delivered through four engagement tiers: Solo (1 advisor, from $1,500/month), Team (up to 5 advisors, from $3,000/month), Business (up to 20 advisors, from $4,500/month), and Enterprise (institutions and networks, custom multi-year pricing). Go-to-market is sales-led and consultative: prospects are routed to "brand session" booking pages (app.iclosed.io, win.psblty.com), with no reseller, marketplace, or partner channels in use.

PSBLTY does not disclose a proprietary software platform, technology stack, API surface, or AI/ML capabilities. There is no publicly disclosed revenue, headcount, funding history, ownership structure, founding year, or office footprint in the available source material; these constitute meaningful data gaps. The operating entity is privately held and led by Chris Smith, identified as "Leader of PSBLTY."

Name

The PSBLTY Co.

Legal name

The PSBLTY Co.

Website

https://psblty.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

The PSBLTY Co. is a privately held brand strategy, design, and implementation firm that delivers subscription-based brand transformation services to financial advisors, advisory teams, and financial institutions through its flagship Transform™ program.

Ownership category

akta.pro rank

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Brand Transformation Services (Transform™ Program): PSBLTY generates revenue through subscription-based monthly fees for its flagship Transform™ brand transformation program. Services include brand strategy, design, positioning, sales training, culture development, and operational consulting for financial advisors. The company offers four service tiers targeting different team sizes, from solo advisors to enterprise institutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

PSBLTY is a brand strategy, design, and implementation firm that transforms financial advisors, teams, and enterprises into industry leaders through its flagship Transform™ subscription program. All services are delivered through an identity-first lens, covering brand strategy, positioning, sales transformation, client experience, culture building, marketing strategy, leadership development, and operational simplification. Services are sold via monthly subscription tiers scaled to advisor headcount.

Product overview

PSBLTY is a brand strategy, design, and implementation firm that transforms financial advisors, teams, and companies into industry leaders. The core offering is the Transform™ flagship program, which provides a structured engagement process (Identity, Influence, Impact) to help advisors grow AUM by building a bold brand. PSBLTY's portfolio includes five training programs (Sell Like a Leader, Reinforce Your Culture, The Owner Misnomer, Authentic Conversations, Playing to Win) and five downloadable tools (Audience Persona Builder, Differentiation Scorecard, Language Elevation Glossary, The Practical Innovator's Guide, Discovery Call Question List). Services are offered in four tiers: Solo, Team, Business, and Enterprise, serving individual advisors working upmarket to enterprises with trillions in assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

• Transform™ Brand Transformation Program PSBLTY's flagship subscription-based engagement program through which all financial advisor clients begin their brand revolution. Delivered via a structured Identity → Influence → Impact methodology, Transform™ provides brand strategy, visual and verbal identity design, sales transformation, client experience optimization, culture building, marketing strategy, leadership development, and operational simplification. Available across four subscription tiers (Solo, Team, Business, Enterprise) priced per advisor headcount, targeting individual advisors through to institutions with trillions in AUM.

Quantifiable outcome

• Client testimonial: 'Doubled our business in a year'
• +1 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edelman: Edelman is a global communications and marketing firm with a substantial financial services practice serving banks, asset managers, and insurers. It is a broad incumbent comparable to PSBLTY in providing brand and communications services to large financial enterprises, but operating across many industries rather than specializing in advisor branding.

Direct peers

• FMG (formerly FMG Suite): FMG is a marketing platform and services provider for financial advisors, offering websites, email, social media, and curated content libraries on a subscription basis. It competes directly with PSBLTY in the financial advisor marketing and branding category, though FMG leans more productized and tech-enabled.
• Snappy Kraken: Snappy Kraken is a marketing automation and growth platform built specifically for financial advisors and insurance producers, providing automated campaigns, email, and digital lead-nurture tools. It is directly comparable to PSBLTY as a financial advisor-focused marketing/brand-solutions provider, with a more tech-product orientation.
• Twenty Over Ten: Twenty Over Ten is a financial advisor website design and branding firm serving RIAs and wealth managers with digital branding and content. It is a direct peer to PSBLTY because both occupy the niche of brand and digital presence services specifically tailored to financial advisors.
• Oechsli: Oechsli is a financial advisor marketing consulting and research firm that helps advisors with client acquisition, center-of-influence strategies, and digital marketing. It overlaps with PSBLTY in serving financial advisors seeking growth and brand transformation, with a stronger emphasis on consulting/research rather than brand design.
• CreativeOne: CreativeOne is a marketing services firm focused on financial advisors and financial institutions, providing websites, branding, video, and content support. It is comparable to PSBLTY in serving financial advisors and institutions with integrated brand and marketing services.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/thecampfireeffect
• Instagraminstagram.com/iampsblty?igsh=a3VlMGs2bnp3MTA0
• LinkedInlinkedin.com/company/the-possibility-co

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 The PSBLTY Co.