Our Story

We could tell you about the years of experience we have building and leading marketing teams at some of the most successful fintech firms in the industry. We could tell you about the awards we’ve won and the titles we’ve held—but we don’t believe those are the most important things.

What’s most important is this: Our story, in so many ways, is

Wherever you are right now in your growth journey—building a lead generation engine from the ground up, executing a major go-to-market strategy with a million moving parts, bringing two businesses together, recruiting new talent, aligning your teams, driving growth—we’ve been there.

Now we use that experience as the fuel for our passion: Redefining the role of marketing in business as the strategic, intentional driver of vision and revenue.

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We Are … champions for marketing leaders, sounding boards for start-ups, brand builders for breakaways, and frontline partners for your most complex growth opportunities.

You won’t ever find us settling for good enough, or using the status quo as a measuring stick for success. We're here to challenge you to transform the way you approach your business's development. To coach you to reimagine the value and impact marketing has on your firm. To inspire you to break through the limits traditional thinking has put on your growth strategies. Because when you do, we know the results will be worth it.

The Team

Meet the Intention.ly team.

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Kelly Waltrich

Co-Founder

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer…

Meghan Richter

Co-Founder

From the onset of her career, Intention.ly Co-founder Meghan Richter has been resolute in her strategy-before-tactics approach to marketing, a discipline that’s allowed her to…

Kelly Forst

Director, Account Strategy

Dan Natale

Head of Demand Generation

Lauren Sanders

Head of Content

Erica Ellis

Event Strategist

Lauren Higgins

Client Account Manager

Crystal Hazlett

Marketing Coordinator

Amalia

Graphic Designer

Steven

Graphic Designer

Vanessa

Graphic Designer

Join Us! Check out open positions with our team and other
fintech/finserv marketing roles.

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Redefining the Role
of Marketing
Read our insights for changing the way you think about driving growth.

Need a Dose of
Inspiration?
Check out these insights from our team of marketing and branding experts.