Intention.ly Tech Stack

Growth consultancy for financial services firms

Financial Services Philadelphia, PA 11–50 employees Founded 2021 Partnership

Intention.ly is a marketing and growth consultancy serving financial services firms, built around full-funnel paid media strategy and revenue automation. The stack reveals a services-first operation—Google Ads, LinkedIn, Meta, HubSpot, Salesforce—paired with lightweight automation (n8n, Monday.com) and design tools (Figma). Active hiring skews senior and director-level across marketing and product, suggesting they're scaling service delivery capacity and building internal tooling (the advisor brand builder product) alongside client work.

Tech Stack 17 technologies

Core StackGoogle Ads HubSpot Figma n8n Monday.com Salesforce LinkedIn Meta YouTube Google Analytics 4 Looker Studio Word Outlook PowerPoint Google Workspace Keynote Adobe Acrobat

What Intention.ly Is Building

◆Challenges

Reducing non-converting spend
Avoiding learning-phase resets
Improving creative team efficiency
Increasing platform adoption
Scaling to recurring revenue
Automating revenue workflows
Improving performance using ai
Auditing crm/map environments

▲Active Projects

Full-funnel paid media strategy development
Budget and forecast management
Audience and creative testing
Advisor brand builder product roadmap
Advisor brand builder go-to-market execution
Advisor brand builder adoption campaigns
Automating revenue workflows
Auditing crm/map environments
Implementing lifecycle automation

Hiring Activity

Accelerating6 roles · 4 in 30d

Department

Marketing

Product

Seniority

Senior

Director

Mid

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About Intention.ly

Intention.ly operates as a boutique growth consultancy and marketing agency focused exclusively on financial services. Founded in 2021 and based in Philadelphia, the firm works with established players in the industry on paid media strategy, creative testing, budget optimization, and revenue workflow automation. Their service footprint spans strategy development, CRM/marketing automation auditing, lifecycle automation implementation, and adoption campaigns—indicating a consulting model that bridges marketing, sales, and operations for clients. The team is growing toward recurring revenue and higher platform adoption metrics for clients.

HeadquartersPhiladelphia, PA

Company Size11–50 employees

Founded2021

Hiring MarketsUnited States

Frequently Asked Questions

What is Intention.ly's tech stack?

Paid media (Google Ads, LinkedIn, Meta, YouTube), marketing automation (HubSpot, Salesforce), analytics (Google Analytics 4, Looker Studio), automation (n8n), and design/collaboration tools (Figma, Google Workspace, Monday.com).

What does Intention.ly work on?

Full-funnel paid media strategy, budget forecasting, audience and creative testing, CRM auditing, lifecycle automation, revenue workflow automation, and go-to-market execution for an internal advisor brand builder product.