Built For Scrutiny.
Designed For Growth.
Custody & Agency engineers marketing and operations infrastructure for highly regulated industries. We are capturing a lucrative, deeply technical market share that generalist agencies fundamentally cannot service.
- Healthcare / Medical HIPAA
- Banking / Finance GLBA / FDIC
- Enterprise Gov ADA / SOC2
- Legal Practices BAR COMPLIANCE
The Unserviceable
Market.
Over 80% of digital marketing agencies operate as generalized creative shops. They lack the technical infrastructure and legal literacy required to service enterprise clients in regulated sectors.
The Creative Trap
Traditional agencies sell aesthetics and impressions. Enterprise healthcare and financial firms cannot buy aesthetics—they need secure data routing, ADA compliance, and verifiable ROI attribution that survives audits. Their current agencies are a legal liability.
The Technical Void
When a hospital requires server-side GTM tagging to prevent Facebook pixels from reading patient inquiries, a standard marketing agency fails. Custody & Agency steps into this void, commanding premium enterprise retainers for architectural security.
The Scale Opportunity
By productizing compliance processes (like our Overwatch IQ framework and ADA remediation pipelines), we generate software-like margins on what has traditionally been considered "services" revenue.
The Compliance
Moat.
Our business model is protected by an intense barrier to entry: Technical Liability.
A competitor cannot simply "decide" to start marketing for regional banks tomorrow. It requires a fundamental understanding of GLBA disclosures, headless CMS architecture, zero-party data storage, and strict SOC2 vendor compliance.
- ✓ Zero-Churn Mechanics
Once integrated into a client's secure CRM and routing infrastructure, the switching cost to a new agency becomes prohibitively high. We become the trusted architects of their pipeline.
- ✓ Premium Pricing Power
Clients under regulatory scrutiny are price-inelastic when purchasing risk-mitigation wrapped as marketing. They will pay 3x market rate for the guarantee of security.
Capital Allocation.
Our roadmap for scaling operations over the next 36 months focuses heavily on engineering talent and proprietary compliance automation.
Talent Acquisition
Recruiting senior developers natively familiar with isolated environments, headless networks, and enterprise-grade SEO architecture.
Overwatch IQ Software
Scaling our internal accountability and project management framework into a client-facing, SaaS-lite reporting dashboard for enterprise transparency.
Security Hardening
Investing in automated, third-party penetration testing and compliance auditing to further widen our competitive moat.
Vertical Expansion
Aggressive outbound sales targeting localized credit unions, regional pharmaceutical networks, and mid-tier law firms.
Engineering
The Vision.
Joshua Gallagher built Custody & Agency out of acute industry frustration. After 15+ years in the trenches of digital marketing operations, the pattern was clear: agencies were selling aggressive growth tactics to compliant-heavy industries, resulting in massive legal liabilities for the clients.
"We watched medical networks get sued over Facebook pixel deployments. We watched banks face DFS scrutiny because a junior marketer used poor webhooks. The market essentially forced us to build an agency that treats security and compliance as the primary vehicle for growth."
The Unit
Economics.
Our financial model is designed for high retention and recurring revenue stability.
Unlock The
Summary Deck.
For institutional investors, private equity partners, and strategic accelerators. Request our full prospectus detailing the next 36 months.
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