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Marketing That Understands Your Market
Selling financial technology takes a clear understanding of the product, the buyer, and the problem it solves. We work with founders and commercial teams to set marketing priorities and put them into action, from positioning and content to campaigns and sales support.
01
Clearer Positioning
Turn complex capabilities into a clear reason for the right buyers to choose you.
02
Focused Demand Generation
Build campaigns around the accounts, audiences, and opportunities that matter to your business.
03
Hands-On Execution
Get campaigns launched, content published, and sales materials into your team’s hands.
04
Experienced Leadership
Bring CMO-level direction to your marketing, with support tailored to your team and stage.
1
Understand the Business
Get to know your product, buyers, sales process, and current marketing efforts.
2
Set the Priorities
Sharpen the message, identify the right audiences, and agree on a focused plan.
3
Put the Plan to Work
Create content, launch campaigns, and equip sales with the materials and follow-up they need.
4
Measure and Improve
Review performance and sales feedback to refine the work and guide the next steps.
Why evolveIQ?
Financial Experience. Commercial Perspective.
Our background spans finance roles inside American Express, Two Sigma and SESAMm, building a wealthtech company, and leading marketing for data and investment technology businesses. That experience helps connect what your product does with why a buyer should care.
FP&A & Treasury
Six years in FP&A and seven in treasury at American Express bring firsthand understanding of finance teams, their workflows, and their priorities.
Wealthtech
Six years co-founding and building Advizr, acquired by Orion in 2019, plus 1.5 years supporting SurgeONE’s marketing for advisor-focused compliance and cybersecurity technology.
Alternative Data
Three years at SESAMm, combined with work across several alternative data fintechs, inform our approach to turning complex capabilities into clear, compelling value for financial market buyers.
Investment Analytics
Two years at Venn by Two Sigma bring experience launching and marketing sophisticated investment analysis software.
Frequently Asked Questions
Have questions? We’ve got answers. Need more help? Feel free to reach out!
We focus on B2B fintech and financial software, with experience across FP&A, treasury, wealthtech, alternative data, and investment analytics. We work with companies that need to explain complex products clearly and reach specialized buyers.
Yes. We help define the priorities and deliver the work. Depending on the engagement, that can include messaging, email and LinkedIn campaigns, content, webinars, product launches, sales materials, and marketing operations. We agree on responsibilities and deliverables upfront.
Yes. We can lead marketing alongside a founder or sales leader, support an existing marketing team, or take ownership of a specific initiative. We define who handles what so the work moves forward with clear accountability.
ABOUT US
evolveIQ is led by Jorge Alvarez, a fintech marketing executive and entrepreneur with firsthand experience in financial planning and analysis and corporate treasury at American Express. He later co-founded Advizr, a financial planning software company acquired by Orion, and held CMO roles at Venn by Two Sigma and SESAMm.
Today, Jorge brings that combination of financial expertise, founder experience, and marketing leadership to B2B fintech companies. evolveIQ helps translate complex products into clear positioning and focused campaigns, with hands-on support to get the work done. AI and automation support research, content, and execution where they make the work more effective.