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Our Purpose


Carpenter Group: a creative agency with a consultative approach to strategy and marketing.

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Our Purpose


Carpenter Group: a creative agency with a consultative approach to strategy and marketing.

Strategic Advantages


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Strategic Advantages


We deliver strategic advantages to leading global firms in the financial, professional services and technology industries.   

At Carpenter Group, we’re known for our depth of expertise as strategic and creative marketers. With a team that brings long-term agency experience together with first-hand client-side experience, we understand the nuances and complexities of the industries we serve. 

We understand that successful marketing initiatives are integrated, holistic experiences. Our broad cross-discipline experience enables us to craft brand messaging and carry it through to whichever channels are appropriate — editorial content, design, advertising, digital marketing, social media, event marketing and more.

We are committed to a client-centric approach, and work in our relationships as trusted consultants, marketing partners, thinkers and implementers. We ground our recommendations in sound thinking and pursue quantifiable results.

Ready to get started? Contact Carpenter Group today.

The Exponent


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The Exponent


The Exponent

Our purpose is to create the exponent — a measurable difference in outcomes for our clients. We consider no challenge too big. Find out how Carpenter Group can help you with:

Advertising  
We create award-winning concepts and creative that stand out. We partner with our expert media buyers to maximize strategic placements. >>

Branding
Through strategic blending of verbal and visual elements, we build and transform brands to differentiate businesses and communicate their value. >>

Content
Across in-depth industry topics and communications touchpoints, we provide editorial strategy, content development and implementation. >>

Digital
We create digital marketing campaigns that link together social media, content marketing and websites to drive measurable results. >>

Contact us.
We’re interested in learning about your advertising, digital marketing, content marketing and branding needs. Contact Carpenter Group today. 

About us


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About us


Our History

Carpenter Group has been at the epicenter of the financial services industry through dynamic periods of change. We’ve supported our clients through economic volatility, competitive shifts, and the proliferation of new products and media channels in the more than 35 years we’ve been in business.

Following long-term success with B2B and B2C financial services companies, we expanded our reach into the technology, data and professional services industries.

Our clients have relied on us for sound, relevant solutions for their evolving creative and strategic marketing challenges. Clients come to Carpenter Group to:

We continually work to be as relevant and aware as possible to serve our clients. By staying ahead of trends and on top of changing industries, we provide smarter, powerful, more effective solutions for you.

Our Team

More than anything else, Carpenter Group is proud of its talent. You'll be working with senior-level professionals who understand the challenges you face — and who bring exceptional skill and diverse backgrounds and perspectives to the table.

We tap into our pool of trusted partners to serve specialized needs and support you. Our partners include subject matter specialists and consultants, research and data analytics professionals, and media and public relations partners.

Meet some of the members of our team.

Our Clients

From entrepreneurs to global leaders in the financial, professional services and technology industries, Carpenter Group is a valued partner. Our clients include:

  • Institutional asset managers
  • Wealth managers and advisory businesses
  • Technology firms
  • Data-information companies
  • Index providers
  • Insurance, banking and real estate companies
  • Professional services firms (including accounting, recruiting, consulting)

We have extensive marketing experience with:

  • Business-to-business (B2B)
  • Business-to-business-to-consumer (B2B2C)
  • Business-to-consumer (B2C)

Carpenter Group has been a valued creative and strategic partner for many of the best-known and innovative financial and professional services brands.

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Smashing Boundaries


Smashing creative boundaries across the globe made S&P DJI the one to watch year after year. 170k leads in a single quarter agreed. 

S&P Dow Jones Indices

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Smashing Boundaries


Smashing creative boundaries across the globe made S&P DJI the one to watch year after year. 170k leads in a single quarter agreed. 

S&P Dow Jones Indices

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Disruptive Innovation


To drive its creative, a brand with its eye on the future looks to visionary and disruptive innovations in the non-financial world.

SEI Investments

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Disruptive Innovation


To drive its creative, a brand with its eye on the future looks to visionary and disruptive innovations in the non-financial world.

SEI Investments

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Lipper Fund Awards


A prestigious industry award benefits from a brand makeover—aligning it with its parent’s dynamic product portfolio and reenergizing its positioning to engage asset managers.

Lipper Fund Awards

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Lipper Fund Awards


A prestigious industry award benefits from a brand makeover—aligning it with its parent’s dynamic product portfolio and reenergizing its positioning to engage asset managers.

Lipper Fund Awards

Recent News


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Recent News


Recent News