By Simon Cocking

Describe the company – the elevator pitch

The Rudin Group is a global financial services marketing firm with expertise in three pillars:  wealth nextgen and technology which powers our “end-to-end” marketing services for financial services/fintech brands.

How are you different?

We are true to our belief that “Millennial is not an age; it’s a mindset” So we approach our client assignments with understanding more about the segments that each firm wants to reach. We have deep expertise in digital and HNW marketing thereby giving us a unique perspective on how to best create great brands (and brand experiences) for financial services. We only work with financial services firms which helps to avoid compliance and regulatory issues and allows for minimal ramp up time to understand services and offerings for even complex #fintech products and services.

Why will the company / product do well?

We will do well because we have spent the past eight years gathering expertise and growing a global network that allows us to bring products solutions and relationships to brands globally.

Where are you based?

Metro New York City

When was the company launched?


What have been your biggest wins to date?

Our biggest wins to date include Salesforce, the 4th largest technology firm globally distributing my own white paper “6 Ways to Grow AUM” through their channels.  I was also excited with UBS who recently tweeted my interview with Simon Smiles – CIO of UHNW for UBS on their white paper at Davos, “How Private Wealth Can Change The World”

I am excited about the client work that we do every day to excite and motivate prospects for our financial services brands.

What type of people (market segment) are you trying to attract to your product?

Our clients range from global brands who hire The Rudin Group for our deep financial services industry expertise, to wealth and brank brands or smaller firms for whom we serve as an “outsourced marketing department”

Tell us about your team?

My partner, Sharon McEvoy, has more than 15 years experience with Fortigent – the largest RIA in the US. She successfully managed their marketing and rebranding transition to a wealth management technology platform. Once industry colleagues and friends we are delighted to be working together.

Other team members include industry experts who are skilled in disciplines like PR or alts or digital.  We assemble the each team from among many industry experts who work on our client projects.

What are you long term plans for your product / company?

Our long-term plan for the company is to create wealth management network of industry experts so that firms can engage with a vetted group of experts in disciplines like marketing, product integrations, competitive analysis, and other related enterprise activities.

What are your favourite tech gadgets?

I love all tech gadgets and attended CES where I led a panel at the Digital Money forum 2017.

Secretly, I have a major crush on “Alexa” – she is amazingly helpful and I am confident will grow even more so!

What tech gadgets do you wish you could use to help you?

I wish someone would really improve the battery life for mobile devices   I am constantly charging!

Anything else you’d like to add / we should have asked?

I am enthusiastic about the time and place that we are in for financial services and its resistance to widespread technology adoption. While incumbent firms provide scale and strength, it is the agility and speed of some fintechs that will help speed up the “go to market” for many global finservices firms.

How do people get in touch with you?

[email protected]


See more media coverage here and here.

If you would like to have your company featured in the Irish Tech News Business Showcase, get in contact with us at [email protected] or on Twitter: @SimonCocking

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