AcquireUp

AcquireUp operates as a specialized marketing services firm with a clear focus on serving financial professionals, including advisors and agents. The firm's history is rooted in the merger of several established companies. In late 2023, White Glove, a digital seminar marketing company, merged with TouchFuse, which is the holding company for direct mail specialist Acquire Direct and seminar marketing technology platform LeadJig. This consolidation culminated in a rebranding to AcquireUp in September 2024, positioning the entity as a significant independent marketing firm dedicated exclusively to the financial services sector. The company is backed by Rockbridge Growth Equity, a private equity firm. The leadership team includes Greg Bogich as CEO and Alex Hug as President and COO.

The company's business model is centered on generating high-intent prospective clients for financial professionals primarily through educational and meal-based seminars. AcquireUp employs a mix of digital marketing, direct mail, and omni-channel strategies to attract attendees to these events. Revenue is generated through two main service offerings: "Ready-Made" and "Tailor-Made" campaigns. The Ready-Made option utilizes pre-set topics and a consumer-facing brand, with a pay-for-performance model where clients only pay for the households that attend the seminar. The Tailor-Made option offers customization of topics, venues, and branding, and is priced with a single upfront campaign fee.

At the core of AcquireUp's service is its proprietary technology platform, LeadJig. This platform provides clients with real-time campaign analytics and detailed consumer data on seminar attendees, including insights into assets and home value, which the company terms a "know before you go" approach. Beyond lead generation, the firm offers a "Nurture & Engage" platform. This service supports lead conversion through tools like a dedicated account concierge, FINRA-approved marketing campaigns, social media content, and automated email newsletters. The company leverages its extensive experience, citing the execution of over 145,000 campaigns, to guide clients on converting seminar registrants into long-term clients.

Keywords: financial advisor marketing, seminar marketing, lead generation for financial professionals, client acquisition, LeadJig platform, direct mail marketing for advisors, pay-for-performance marketing, omni-channel marketing, advisor branding, prospect nurturing, retirement seminars, estate planning seminars, investment seminars, marketing automation for finance, client engagement solutions, Greg Bogich, Alex Hug, White Glove, TouchFuse, Acquire Direct