Since launching in 2021, the financial advisor marketing and business development platform Intention.ly has grown its team to include more than 20 employees across seven states, and it now serves clients across the financial services ecosystem under the leadership of Kelly Waltrich, CEO and co-founder.

Waltrich is known for her prior roles at eMoney Advisor and Orion, where she helped those firms craft and deliver their marketing messages in a rapidly evolving segment of the financial industry. Last year, Waltrich played a key role in Intention.ly’s acquisition of C-Suite Social Media and the onboarding of its CEO Tina Powell.

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