Avidian Wealth Solutions

Brief

Avidian Wealth Solutions is a Houston-based wealth management firm serving high-net-worth investors, families, private foundations, and nonprofit organizations operating endowments. Not only did Avidian need to appeal to a selective audience, they also needed the flexibility to expand and gain rank in new markets as they worked to scale their presence across Texas.

The challenge

Avidian had evolved significantly since their last redesign, raising their minimum investment requirements and expanding into new markets. Meanwhile, their existing website did not position them for either of these shifts.

The message was unclear, the online branding indistinct, and the site structure was built with a single geo-focus area in mind. To address these challenges, Avidian worked with Baal & Spots to create a sleek new website that would showcase their evolving brand and position them for long-term growth.

The results

Just four months after launching the redesigned website in July 2023, Avidian saw a 76% increase in organic traffic. This growth was matched with a 78% increase in engagement time and a 148% increase in lead value.

The momentum didn’t stop there. Since our partnership began in 2021, Avidian’s performance trajectory has been transformative:

Higher rank has translated into more qualified leads and greater assets under management — the value of potential clients has more than doubled since relaunch, while unqualified leads have sharply declined.

How we did it

1. A clear and consistent brand message

Before building the new site, we led Avidian through a brand messaging exercise, working closely with them to develop taglines, value propositions, and positioning statements that better communicate their unique approach to wealth management for high-net-worth clients.

2. Robust, location-specific service pages build traction in local markets

We developed content-rich, location-specific service pages to help Avidian rank for high-value keywords across Houston, Austin, and other Texas markets. 

To maintain scalability, we transitioned the main service pages to be geo-agnostic, improving user experience while keeping local visibility strong.

3. Optimized content showcases Avidian's unique approach to wealth management

Our content strategy centered on highly informative, search-optimized pieces rooted in meaningful insights and aligned with brand messaging. This not only improved rankings but also differentiated Avidian from competitors.

4. User-friendly design drives lead generation

The redesign emphasized both usability and aesthetics, creating a streamlined, visually engaging experience that makes it easy for users to navigate, engage, and convert.

5. New layouts for key pages based on user data

Analytics showed that the Team and Insights pages were critical for conversions. We restructured these pages to highlight advisor expertise, trust-building elements, and clear conversion pathways.

6. Ongoing social, paid search, and SEO strategy to sustain growth

Post-launch, we’ve continued to partner with Avidian to extend the value of their site through ongoing SEO, content marketing, social, and paid search strategies that maintain momentum and fuel long-term growth.

Continued collaboration for ongoing success

The results speak for themselves: Avidian’s redesigned website has dramatically improved their organic rankings, traffic, engagement, and lead value.

But this is only the beginning. Our partnership with Avidian began in 2021 and continues to thrive today. With strong foundations in place — and expanding traction in markets like Austin — we’re working side by side with the Avidian team to keep building long-term digital success.