This Is Trading On A Dime.


Fortex accelerates trade executions and sophisticated trading strategies for broker dealers, banks, hedge funds, investors, market makers, money managers, and traders around the world. With a massive audience comes a massive need for concise messaging.


Develop key brand management tools to steward the institutional brand and product portfolio marketing.


To guide all communications, our agency responded by crafting an institutional brand platform and messaging system that memorialized audience care-abouts, key messages, and proof points. We then refreshed the entire branded environment—including the logo, website, and identity guideline to ensure proper application of the brand as the organization grew.


Historical Financial Services Client List

  • Andreessen Horowitz
  • Cathay General Bancorp
  • Correlation Ventures
  • Fair, Isaac and Company (FICO)
  • First Tech Federal Credit Union
  • Franklin Resources (Franklin Templeton Investments)
  • GGV Capital
  • Hambrecht & Quist (JPMorgan Chase & Co.)
  • Hercules Capital
  • Institutional Venture Partners
  • JMP Group
  • Mayfield
  • Montgomery Asset Management
  • Montgomery Securities
  • Redpoint Ventures
  • SmartBiz
  • Stanford Federal Credit Union
  • Tech CU (Technology Credit Union)
  • Top Tier Capital Partners
  • Umpqua Bank
  • Umpqua Holdings
  • Union Bank
  • Visa
  • Wells Fargo

Interested in more financial services work? See our portfolio.