Two firms, one which specialized in marketing and another which concentrated on business consulting, have combined and re-branded.

Wealth Management Marketing and Angie Herbers, two firms serving the independent financial advisory industry, have unified under one name: Kaleido.

“Through the merger of our companies into Kaleido Inc., we now can help many advisory firms achieve their greatest growth goals without breaking the bank,” said Kaleido co-founder Angie Herbers. “The economies of scale that we have created by pulling all the practice management help under one roof will greatly benefit the growth, profit and business value of advisory firms across the country.”

Prior to the merger, Angie Herbers provided business consulting to financial advisory firms across the US and specialized in assisting companies with human capital, operational strategy, mergers and acquisitions and client service models.

Wealth Management Marketing, which was founded by Kristen Luke, offered marketing solutions to RIAs.

The two firms announced their merger in May 2014.

Kaleido's debut service offering, Synergy, is focused on practice management across six areas: management, client service, human capital, sales and marketing, operations, and corporate finance.

The firm is based in San Diego, CA, and describes itself as a "growth agency."