The WBENC designation underscores the leading development agency’s efforts to advance female representation in Finserv and fintech.
King of Prussia, PA, June 02, 2026–(business telegram)–intention.lyThe financial services growth engine design firm today announced it has earned Women’s Business Enterprise Certification from the Women’s Business Enterprise National Council (WBENC), the nation’s leading certifier of women-owned businesses.
WBENC certification confirms that Intention.ly is owned, operated and controlled by women, a standard that requires rigorous third-party scrutiny. This designation connects certified firms with Fortune 1000 corporations and government entities committed to supplier diversity, opening doors to opportunities and partnerships that could not otherwise be accessed.
“Women have been underrepresented in this industry since I’ve been a part of it. We started intention.ly To change that narrative,” said Kelly Waltrich, CEO and co-founder of Intention.ly. “WBENC certification is a formal recognition of who we have always been: a women-led firm that competes at the highest level in financial services. “We are proud to earn this designation and turn it into more opportunities for our team, our customers, and the broader community of women building businesses.”
Since its inception, Intention.ly has served more than 200 financial technology firms, RIAs, broker-dealers, wealth management firms, banks, custodians and asset managers. The firm provides integrated development services spanning marketing, branding, communications, AI optimization, consultant recruiting, and technology, all designed to align a firm’s critical development functions into a single, coordinated engine.
The WBENC certification is the latest in a growing list of recognition for Intention.ly, which includes the 2026 Generative AI Platform of the Year designation and multiple Gramercy Institute awards.
About Intention.ly
Intention.ly is the leading growth consulting and marketing agency for financial services. Bringing together a team of cross-functional growth experts, Intention.ly partners with fintechs, RIAs, broker-dealers, custodians and asset managers to design and execute integrated strategies that drive pipeline, revenue and profitability. Services include marketing, branding, communications, AI enablement, consultant recruitment, talent acquisition, HubSpot customization and programs, all tailored to the specific demands of the financial services industry. Advisor Brand Builder, the firm’s proprietary AI-powered platform, creates personalized brand identities, websites and content libraries for financial advisors at a fraction of the traditional time and cost. intention.ly A WBENC-certified women-owned business, multiple Grammarly Institute award winner and 2026 Generative AI Platform of the Year.