Strategic marketing for financial and professional services firms.

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A BOUTIQUE APPROACH

Perissos Agency is a specialized marketing firm primarily serving the family office, private investment, and wealth management sectors.

the Team /

COMPREHENSIVE MARKETING EXPERTISE TAILORED TO YOUR BUSINESS

With over a decade of combined experience leading strategic growth marketing efforts, both agency-side and in-house, our team has developed a deep understanding of the markets we serve and the strategy, thoughtful brand positioning, and operational performance needed to achieve long-term success. We combine specialized industry expertise with a sharp awareness of broader marketing trends to deliver unparalleled value to those we partner with—whether on a consulting, project, or full-time basis.

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LILLY MARKS, FOUNDER

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MEREDITH SYKES, MARKETING DIRECTOR

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BESPOKE SERVICES

STRATEGY

Market research & analysis

Brand positioning

Copywriting

Marketing & communications strategy

Website design & development

Branded marketing collateral

OPERATIONS

Process development

Tech stack optimization

Workflow automations

CRM set up & management

GROWTH

Email marketing

Public relations

Event planning

Content creation

Social media strategy

Podcast production

Search engine optimization

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A commitment to marketing excellence.

Our approach is grounded in a dedication to building long-term relationships and delivering on our promises, all with excellence. We believe exceptional marketing begins with trust and taking the time to understand the nuances of each business. We intentionally partner with a select group of firms and limit the number of projects we take on at any given time, allowing us to deliver personalized attention and top-tier service to every client.

Inquire About Availability

If you’d like to explore how we can work together or learn about our current availability, we invite you to connect with our team for an introductory call.