Intention.ly, the growth engine design firm serving financial services, announced today it has earned Women’s Business Enterprise certification from the Women’s Business Enterprise National Council (WBENC), the nation’s leading certifier of women-owned businesses.
The WBENC certification confirms that Intention.ly is owned, operated, and controlled by women, a standard that requires rigorous third-party vetting. The designation connects certified firms with Fortune 1000 corporations and government entities committed to supplier diversity, opening doors to opportunities and partnerships that couldn’t be accessed otherwise.
“Women have been underrepresented in this industry for as long as I’ve been a part of it. We started Intention.ly to transform that narrative,” said Kelly Waltrich, CEO and Co-Founder of Intention.ly. “The WBENC certification is a formal recognition of what we’ve always been: a women-led firm that competes at the highest level in financial services. We’re proud to carry the designation and to turn it into more opportunities for our team, our clients, and the broader community of women building businesses.”
Since its founding, Intention.ly has served more than 200 financial technology firms, RIAs, broker-dealers, wealth management firms, banks, custodians, and asset managers. The firm provides integrated growth services spanning marketing, branding, communications, AI optimization, advisor recruitment, and technology, all designed to align a firm’s critical growth functions into a single, coordinated engine.
The WBENC certification is the latest in a growing list of recognition for Intention.ly, including the 2026 Generative AI Platform of the Year designation and multiple Gramercy Institute awards.
About Intention.ly
Intention.ly is the go-to growth consultancy and marketing agency for financial services. Bringing together a team of cross-functional growth specialists, Intention.ly partners with fintechs, RIAs, broker-dealers, custodians, and asset managers to design and execute integrated strategies that drive pipeline, revenue, and profitability. Services span marketing, branding, communications, AI enablement, advisor recruitment, talent acquisition, HubSpot optimization, and events, all built around the specific demands of the financial services industry. Advisor Brand Builder, the firm’s proprietary AI-powered platform, generates personalized brand identities, websites, and content libraries for financial advisors at a fraction of the traditional time and cost. Intention.ly is a WBENC-certified women-owned business, a multiple Gramercy Institute award winner, and the 2026 Generative AI Platform of the Year.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260602822100/en/
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