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Investing in Digital-First

Protecting the firm’s namesake was key, and Bluetext configured a new brand identity that not only protected BELR’s extensive company history but also modernized the firm’s digital presence across all platforms.

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Acquisition Goals Accomplished

20 months after the Bluetext platform hit the market Bronfman Rothschild was acquired by a global wealth advisory firm.

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“In today’s demanding digital age, it is rare to find an agency that can professionally and effectively deliver on all aspects of a major rebranding project. From creating our new logo and brand identity system to developing a very sophisticated digital platform that includes a robust responsive website and content management system with an integrated and fully-configured marketing automation system, Bluetext was that perfect rare find.”
Neal Simon-Chief Executive Officer & Principal, BELR

Branded Books & Collateral

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Strategic Branding Leads to Acquisition and Expansion

Bronfman Rothschild's acquisition by NFP and subsequent integration with Sontag Advisory to form Wealthspire Advisors marked a significant milestone in the wealth management sector. As Bronfman Rothschild aimed to enhance its market presence and appeal to a broader audience, Bluetext partnered with the company to refine its brand identity, messaging, and digital presence. This comprehensive rebranding effort elevated Bronfman Rothschild's visibility and positioned the company as a leader in fiduciary-focused wealth management, contributing to its successful acquisition and the creation of a unified firm managing approximately $10 billion in assets.

Bronfman Outcome

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