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HomeCase StudiesGTM — Global WealthTech Startup (AI Financial Planning)
GTM ADVISORYWealth ManagementGlobal

GTM — Global WealthTech Startup (AI Financial Planning)

$0→$2.4M ARR in 8 months | 34 RIA firm contracts | Series A funded
8 months

The Problem We Were Brought In To Solve

Global WealthTech with AI financial planning platform: FINRA registered, 0 clients, 12 months of runway.

How Revino Delivered

GTM: RIA firm buyer mapping, compliance-friendly content marketing, LinkedIn outreach, FPA conference programme.

Measurable Business Impact

$2.4M ARR in 8 months
34 RIA firm contracts
Avg contract: $70K ARR
Series A: $12M raised
Pipeline: $8.4M at raise
HubSpotLinkedInZoomInfoSalesforceGoogle Ads
Wealth Management IndustryGTM AdvisoryFractional CMOSEO Services
KEY METRICS
$2.4M
ARR in 8 months
34
RIA contracts
$12M
Series A
$70K
Avg contract
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