Frequently asked
questions
Straight answers about what Ulicny does, who it does it for, and how an engagement runs. If your question is not here, ask us directly.
About Ulicny
What does Ulicny do?
Ulicny is a financial communications firm — thinking, content and design by people who understand institutions, advisors and investors.
We know that while technology has changed many of the ways we interact, the ways you earn investors’ trust remain the same. Ulicny helps you build on that trust with content that connects with investors and their advisors in ways that matter most to them, digitally and in person.
How long has Ulicny worked in financial services?
Over three decades. Ulicny has spent more than 30 years serving top financial groups — through market ups and downs, reassuring investors, reinforcing value, and maintaining the integrity of our industry’s most respected brands.
2026 is the firm’s 30th year. More about the anniversary.
Where is Ulicny based?
Ulicny works across the United States, with people in the San Francisco Bay Area, Park City, Los Angeles, Dallas, Chicago and New York.
What we do
What services does Ulicny provide?
Three practices, which usually run together rather than separately:
- Strategy — positioning, new business and product launches, value propositions, messaging frameworks, client segmentation, digital lead generation.
- Content — digital content, long-form content, editorial.
- Design — branding, print design, digital design, data visualization, video and environment, production.
Who does Ulicny work with?
Three audiences: institutions, advisors and investors. The work is usually commissioned by the asset manager, and read by all three.
Clients include ADP, American Century Investments, AssetMark, BlackRock, BNY Mellon, Capital Group | American Funds, Charles Schwab, Fidelity Investments, Goldman Sachs, Kestra Financial, MassMutual, ProShares, Russell Investments, SEI and Wells Fargo Asset Management. See the full list.
The team
Who runs Ulicny?
Jeanie Ulicny, Managing Partner. She has more than 25 years of experience in the financial services industry, advising investment management and brokerage companies on corporate positioning, branding and marketing communications. Full biography.
How large is the team?
Over 30 veteran writers, designers and marketing strategists across the U.S. Each specialist and creative has a minimum of 10 years of industry experience — we attract industry creatives who thrive working at a corporate level.