Beyond AUM: Detailed Company Information & Corporate Profile
Summary
Beyond AUM is a Chicago‑based marketing firm founded in 2017 that serves the finance industry with tailored growth and brand strategies.
The company offers an integrated suite of services including client experience design, talent development, content creation, web design & development, digital advertising, SEO, SEM, social media management, and fractional CMO support. Its specialty areas extend to Advisor Marketing, RIA Marketing, and Wealth Management Marketing, positioning Beyond AUM as a one‑stop partner for financial professionals seeking comprehensive marketing solutions.
Rachel leads Public Relations and Media Placement, while Peyton Bondoc, Jeanne Coker, and Lucas Sperduto focus on various aspects of marketing strategy and digital execution. With a team of 10–50 employees and annual revenue between $1 million and $10 million, Beyond AUM delivers scalable marketing services to finance firms across the United States.
| Beyond AUM Website | beyondaum.com |
| Social Links |    |
| Phone Number | (800) 583-2315 |
| Industries | |
| Beyond AUM Headquarters Address | Chicago, Illinois, 60613 US |
| Company Size | 10-50 employees |
| Specialities & Services | marketing, growth, strategy, talent development, client experience, content development, web design, web development, content marketing, graphic design, branding, brand strategy, social media, digital advertising, fractional CMO, SEO, SEM, Advisor Marketing, RIA Marketing, Wealth Management Marketing |
| Founded | 2017 |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-09-29 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1998 | Privately Held | 10-50 | |
| 2006 | Sole Proprietorship | 1-10 |
Estimated Website Traffic
The chart shows a growth in traffic to the beyondaum.com website. In September, traffic increased to 409, compared to 251 in the previous month. The highest traffic in 2026 was recorded in February, reaching 792 visits.
Workforce Turnover
Length of Employment
Beyond AUM's workforce includes employees across a wide range of tenure levels.
11% have been with the company for 1 to 2 years22% have been with the company for 3 to 4 years33% have been with the company for 5 to 7 years33% have been with the company for 8 to 10 years
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Beyond AUM Corporate Information: FAQ
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