Loading...

Program Services

...Will Take Your Investor Marketing to New Levels
At Uptick, we specialize in connecting micro and small-cap companies with capital markets investors through strategic, turnkey Services designed to harness the power of the growing digital retail investor community. With over 40 years of experience, we have built a trusted network of industry-leading retail investor-centric digital marketing partners to penetrate, present effectively, and brand companies through unique channels, driving engagement and success.

The Evolving Capital Markets Landscape

  • Institutional investors remain important but are no longer the driving force or majority shareholders for micro cap companies.
  • Retail investors account for the majority of shareholders in companies under $250mm in market capitalization.
  • Most retail investors in the micro cap sector purchase shares through online brokerage houses (e.g., Schwab, E*TRADE, etc.).
  • Our messages reach over 200 million retail investors worldwide

Our Tailored Approach and Strategy

  • We recognize that each client is unique and requires a customized story and positioning.
  • We tailor our message for each client based on their specific needs, current position, and upcoming key events.
  • Develop captivating stories that resonate with all types of investors, creating a powerful emotional connection to drive engagement.
  • Pair the right story with targeted delivery mechanisms to attract a diverse range of investors.
  • Deliver the tailored message to a vast audience of retail investors, leveraging our extensive network and digital marketing expertise to maximize visibility and engagement.
  • We develop and deliver a compelling equity growth story that instills confidence in your company's management team.

Retail Investor Marketing

  • Our focus is driving retail investor engagement, this sets us apart from the competition.
  • We synchronize our targeted media buy program with company milestones and key events, providing the perfect springboard for your achievements.
  • Our clients benefit from our experience in designing, deploying, and testing digital media campaigns for retail investors, leveraging real-life data for greater marketing ROI.
  • We provide weekly reviews of campaign expectations, past week results, and optimizations for complete transparency of investment results.
  • We continually adapt and evolve our strategies based on the changing needs of corporate clients, ensuring ongoing success.

Our Programs in Detail

Market Exposure - Warm Up Program

A critical aspect of success is timing; programs in the early stages are unpredictable, delaying strong results in the early stages. For Example: heavy shorting, dumping, counter media programs in support of shorting, etc. This Warm-up program offers insight into the early-stage unpredictability in preparation for a key event and/or a Semi-Customized Program engagement.

What You Can Expect
  • Unique custom landing page consultation and construction
  • One company profile editorial submitted to mainstream journalists, per month, requesting CEO interviews and story coverage
  • Two editorials on sector updates and analyst valuations ticker tagged and social media
  • Full engagement report, as detailed as required
  • Digital Breaking News ads for your company- Programmatic, Native and Social Media
  • Estimated to reach 150,000 or more unique readers/investors per month
  • Existing shareholders matched and added to company IR portal newsletter
Engagement: 2 to 4 months
Cash-to-Stock Payment Options Negotiable

Market Impact


Varies but always in direct alignment with a company’s strategic objectives. Together we design and curate investor marketing/media strategies focused on bringing awareness and clarity to targeted market influencers and investor communities.



What You Can Expect
Market Exposure Plus:
  • 8-12 page digital magazine featuring your company, containing analyst reports,presentations, and all things IR related(updated monthly)
  • Magazine and special report will go out to all readers through all channels
  • Thoroughly researched content to provide the most impact
  • Original copy-writing with industry and competitor information
  • Estimated to reach 300,000 or more unique readers/investors per month
  • Participation in industry-related podcasts and events subject to availability and scheduling
  • Creation of short curated video clips used for display ads across multiple devices
  • One monthly live event, press conference or CEO interview subject to availability and scheduling
  • Up to 500,000 targeted email messages
  • Up to 50,000 targeted SMS messages
  • 5,000,000 targeted ad impressions (web and social) est.
  • 20,000 targeted ad clicks (web and social) est.
Engagement:6 to 18 months
Cash-to-Stock Payment Options Available

Market Mover


They are designed for when a company is at a point of equilibrium with its market and investment community. Through tracking key indicators, Uptic Analytics focuses marketing efforts on maintaining its current stature with investors and the investment community.



What You Can Expect
Market Impact Plus:
  • Dedicated financial PR professional
  • Full-service video production and editing by industry experts for a live event, press conference, or interview subject to availability and scheduling (one per month)
  • Broadcast and web content
  • Pre-production, video production services, post-production, and graphics
  • Estimated to reach 450,000 or more unique readers/viewers/investors per month
  • Televised or prerecorded interview on business or industry related programming subject to availability and scheduling
  • Up to 1,000,000 targeted email messages
  • Up to 100,000 targeted SMS messages
  • 10,000,000 targeted ad impressions (web and social) est.
  • 30,000 targeted ad clicks (web and social) est.
Engagement: 3 months to on-going
Cash-to-Stock Payment Options Available