An Industry, Evolved.

First Phase was born to disrupt capital markets. The transition from old, ineffective marketing strategies to the new, transformative world. We are constantly investing in innovation and companies that speak to us.

A Message
From The Founders

We don’t see our clients as transactions..
but as family that we’re willing to go to bat for.

That’s why we’re extremely selective about who we work with and we’re transparent from start to finish.

We Often Get Asked “What Industries Do You Work In?”

The Answer Is All Industries

Our Agency’s North Star

The Problem
We Solve

The current marketing efforts and services, related to antiquated systems and industries, do not enable public companies to achieve digital omnipresence.


Revolutionize digital marketing within capital markets, for our clients, by embracing change and being at the forefront of disruption and innovation.


A world where public companies empower people, create community and benefits investors.

Our Story: Phase One

Not that long ago, we lived in a world of pink sheets and broker-client trading. But the world is now digital and we’ve been guiding public companies to the new world of social for years.

Times have changed, we live in the era of social investing. Not only do memes have the potential to move stocks but digital audiences have become as powerful as traditional hedge funds. For the public companies not yet leveraging the digital world… you’re already behind.

However, there’s still hope.

First Phase symbolizes step one for all public companies. The transition from old, ineffective marketing strategies to the new, disruptive world. We welcome you to the First of many phases in the process to becoming omnipresent.

We’re investors, marketers, & promoters at our core. We are constantly investing in innovation and companies that speak to us. A collection of experience going 25 years and beyond.

A Team Of Visionaries

A common theme you’ll hear from First Phase clients is “They always provided more than was asked or expected.” That’s our north star, to provide a boutique, transparent service that results in a client relationship built on trust.

First Phase is unique because it was born out of a frustration with the common “marketing partner” in the space. We’ve seen a plethora of overpromise-underdeliver expectations that only solve short term problems.

What’s different? The Team!

Digital Marketing Practitioners & Capital Markets Enthusiasts

We draw upon our expertise of capital markets, e-commerce & digital marketing to provide a bespoke & personalized service to every client. We have the ability, experience, network & scale to execute client campaigns that result in growth previously unseen in capital markets.

Unlike many other groups we are constantly on the lookout for the latest trends to always be on the forefront of innovation. We feel this is a critical aspect of our mission to revolutionize digital marketing within capital markets.


Meet The A-Team


Spencer Duke

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Darin Carroll

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Jason Schembri


Shirley Esid

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Joel Faltinsky

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Rachel Dyck


Mahtab Mashuq

Creative Director
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Aditya Krishnatry

Business Development
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The Architect

Strategic Advisor

Partnered With The Best

Our partnerships thrive on transparent relationships backed by trust. We're partnered with leading groups in industry.