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.