Our Clients
We work with RIA firms, financial advisors, asset managers, fintech companies, sustainable investing firms, and more in the wealth management industry.
Below is a select list of past and present clients and what they have to say about our work:
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"It has been an absolute pleasure to work with the Greenrose Communications team for more than four years! Our partnership has been seamless and productive. I’m so grateful for the Greenrose team and proud of all we accomplished together."
Martina Chisholm
Former Vice President, Brand
Merit Financial Advisors
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"Abbie is knowledgeable, creative, and persistent. She constantly builds new relationships and helps make sure that our message is in front of the journalists who matter. Most of all, she’s a trusted advisor who has helped our business grow dramatically since we began working with her in 2017."
Gary Zimmerman
Founder & CEO
Max
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"Hands down, there is no one more knowledgeable about PR or more willing to dive in and help us get better than the Greenrose team."
Kelli Kiemle
Managing Director of Client Growth & Experience
Halbert Hargrove
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"Abbie is a consummate professional – thorough, thoughtful, prepared, and connected. Better yet, she is very much a colleague and communications partner with me, and I always feel that she is on point when setting up opportunities for my own voice to resonate."
Thomas West
Senior Partner
SEIA
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“Working with Abbie Sheridan and the Greenrose team has been an absolute JOY. Abbie takes the time to understand what matters to us and what we want people to know about how Mitlin Financial serves. She is thoughtful, incredibly easy to work with, and the network she has built enables her to deliver results. What I appreciate most might be that we share a similar personalized approach to service. Greenrose has been a true partner in helping us amplify our message. They understand financial services, care deeply about relationships, and deliver results."
Larry Sprung
Founder, Wealth Advisor
Mitlin Financial, Inc.
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"When I engaged Greenrose Communications, I knew I needed professional help not only with the launch of my new firm, but with general media engagement. Not only was the launch successful, but the process was so fun! As a result, I've had so many people reach out and gained credible referral sources. This is a result I could not have imagined and I am so thankful for Greenrose’s assistance!"
Anna Rathbun
Founder & CEO
Grenadilla Advisory
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"We had the pleasure of collaborating with Greenrose on a critical PR campaign. The experience was exceptional, from the initial strategy sessions to the seamless execution of the campaign. The Greenrose team demonstrated an impressive understanding of our goals, working closely with us to refine our messaging and ensure it resonated with our target audience. They took the time to craft a powerful narrative, while amplifying our story across multiple channels for maximum impact. We generated great coverage with targeted media outlets and publishers. I highly recommend working with the Greenrose team!"
Nadia Milani
VP Marketing
FundThrough
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"Greenrose came highly recommended by an industry colleague, and I could not be more delighted with their work. Working with Abbie and her team for just one year, our Founder and CIO was featured in many of the major industry publications. We’ve been thrilled with the consistent media coverage and the reporter relationships we’ve fostered over this short period."
Holly Lichtenfeld
CMO & Sustainability Advisor
Nia Impact Capital
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"I’ve worked with Abbie for almost eight years now. She has been able to take our little firm and get us big exposure. I like to say that she’s been able to help us 'punch above our weight.'"
Pete Krull
Partner, Director of Sustainable Investments
Earth Equity Advisors
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"I have known and worked with Abbie Sheridan for nearly 10 years; she is truly the best in the business. I love working with her and the Greenrose team; they consistently deliver results and approach everything they do with thoughtfulness and care."
Pete Muckley
SVP, Marketing
Meketa Capital
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"I appreciated Greenrose’s diligence, professionalism, and our productive working relationship. I'm delighted with the extent and quality of the coverage in the financial advisory media that they secured."
Stefan Sharkansky
Founder
The Best Third
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"As we continue to figure out what resonates AND drives great business results, Abbie and the team at Greenrose help us build that story. They constantly find us new venues to get our messaging out. Great PR is the most proactive money I spend on my business."
Eric Franklin
Managing Principal
Prospero Wealth
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"We engaged with Greenrose in 2024 to generate awareness in the wealth management industry, and their team continues to do a wonderful job elevating our brand. We have been extremely pleased with their creativity and expertise in connecting us with the journalists that matter."
Era Jain
Co-Founder & CEO
Zeplyn
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"Greenrose boasts a team of highly skilled professionals with extensive expertise. Abbie and her team have prioritized my goals and vision to build out the PR strategies that best suit my practice."
Vanessa N. Martinez
CEO & Co-Founder
Em-Powered Network
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“Working with the Greenrose team has exceeded all of my expectations. I have been blown away by the results they’ve achieved in a short period of time. Abbie and her team continue to make the process enjoyable and fun. If you are an advisor looking for PR, I highly recommend the Greenrose team. My only regret is not engaging with them sooner!”
Monish Verma
CEO, Founding Partner
Vardhan Wealth Management
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"Working with Greenrose has helped us build a level of PR exposure we've never had before – plus, the team is extremely attentive and easy to work with. This partnership has been a great investment for us!"
Liv Gagnon
Marketing & Social Responsibility Manager
Chicory Wealth
