CHALLENGE
We’ve built this brand not once, not twice, but three times. Not because the earlier versions weren’t effective—on the contrary, they worked so well the firm outgrew them. As Three Bell Capital scaled from a respected Bay Area partnership serving tech entrepreneurs to a Forbes Top 50 Global Wealth Management firm with over $4.4 billion in AUM, we ensured their brand evolved at every stage, keeping them ahead of the curve.
WHAT WE DID
What started as a brand tailored to the Bay Area and entrepreneurial clients expanded with precision—always maintaining a distinct, luxe, and undeniably sophisticated feel. The result? A brand that’s equal parts high-end and high-capability.
- Marketing Strategy
- Brand Identity
- Sales Decks
- Websites
- Product Market Fit
Sometimes the voice of a company comes from the feelings we're hoping to evoke, rather than the specific products and offerings the company brings to market. That was the case with Three Bell Capital, every single time we worked on their brand identity.
Originally, the firm gained a level of innovation and scrappiness emoted from their first sets of clientele, the tech and consumer entrepreneurs of fast-moving Silicon Valley. We imbued the spirit of the company with the kind of hold-no-bar ethos of those clients, who had made their fortunes ignoring conventional rules to deliver unprecedented innovation to our world.
As Three Bell became more global, opening offices in Dallas and on the East Coast, it was time to revisit the localized imagery of San Francisco and its tech-oriented surroundings, but we didn't want to lose the individualistic elements that made the brand the sexiest introduction to personal finance since the two-colored-collar.
Plan of Action.
We leaned into luxury brand elements, but kept the voice bold and no-nonsense to maintain the credibility a serious wealth management firm requires. The result imbued confidence with art, contemporariness with tradition to come away with a brand sense that lies somewhere between Mad Men and JP Morgan. We literally had to resist filling the image coffers with 80's images of Michael Douglas and Charlie Sheen.
RESULTS
We certainly can't (and don't try to) take credit for any business being amazing at what they do, but Three Bell has been thrilled with how we've helped them look.
- Well-branded customer communications
- An industry-topping web design
- Luxe brand elements and reusable design
- Consistently high-end brand imagery
ASSETS UNDER MANAGEMENT
$4.4 billion
TEAM GROWTH
1000%