Intention.ly, the growth engine design firm serving financial services and fintech companies, today announced the opening of its Omaha, Nebraska office, marking a significant expansion ahead of its five-year anniversary next month.
The Omaha office will serve as the central hub for Intention.ly’s Event Strategy and Multimedia teams, reinforcing the firm’s commitment to delivering integrated, high-impact marketing experiences that drive measurable growth. The location was intentionally selected to create a more accessible, centralized meeting point for employees and clients nationwide, complementing the firm’s headquarters in the Philadelphia suburbs.
“This expansion reflects how we think about growth—not as a series of tactics, but as a system that needs to be designed, built, and continuously optimized,” said Kelly Waltrich, CEO of Intention.ly. “Omaha gives us the geographic advantage and operational infrastructure to bring our teams and clients together in a more meaningful way as we scale.”
The Omaha office is led by Joe Steuter, Partner at Intention.ly, who is working alongside Waltrich to build the location into a critical hub for the firm’s next phase of growth.
“We’ve been deliberate about every step of our expansion,” said Steuter. “Rather than simply adding a footprint for the sake of it, we’re building a center of gravity in the Midwest that strengthens how we serve clients and how our teams collaborate.”
The move underscores a broader shift happening across the financial services and fintech landscape, where firms are moving beyond traditional marketing approaches in favor of strategies that deliver real, sustained growth.
“Marketing is having a moment—but not all marketing,” Waltrich added. “Firms achieving significant growth right now are investing in work that is intentional, integrated, and accountable to results. That’s exactly where we operate.”
As Intention.ly nears its five-year milestone, the firm continues to experience strong organic growth and expects to announce at least one additional office location later this year, further expanding its national presence.
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, the 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/20260414999951/en/
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