# Astuteo client record

Record as of: 2026-09-20

## Timeline
- 2005: Print and web design
- 2008: Web design and development only
- 2014: Industrial and manufacturing web design and development

## Scope of this view

Showing 7 of 71 clients. Filter: industry=finance-insurance (includes child industries). Unfiltered record: https://www.astuteo.com/data/clients

## Aggregates

Counts are over the clients shown in this view. Each client is counted once. Child-industry counts are subsets of their parent. Endings by reason sum to the concluded count.

| Measure | Count |
|---|---|
| Total clients | 7 |
| Years covered | 2009 to 2026 |
| Active | [1](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=active) |
| Concluded (ended or dormant) | [6](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=concluded) |
| Clients with testimonials | [1](https://www.astuteo.com/data/clients.md?industry=finance-insurance&testimonials=yes) |

| Industry | Count |
|---|---|
| Manufacturing & Industrial | [0](https://www.astuteo.com/data/clients.md?industry=manufacturing-industrial) |
| Manufacturing & Industrial > Commercial Equipment | [0](https://www.astuteo.com/data/clients.md?industry=commercial-equipment) |
| Manufacturing & Industrial > Contractors & Trades | [0](https://www.astuteo.com/data/clients.md?industry=contractors-trades) |
| Manufacturing & Industrial > Distributors | [0](https://www.astuteo.com/data/clients.md?industry=distributors) |
| Manufacturing & Industrial > Electrical Equipment & Electronics | [0](https://www.astuteo.com/data/clients.md?industry=electrical-equipment-electronics) |
| Manufacturing & Industrial > Industrial Components | [0](https://www.astuteo.com/data/clients.md?industry=industrial-components) |
| Manufacturing & Industrial > Industrial Machinery | [0](https://www.astuteo.com/data/clients.md?industry=industrial-machinery) |
| Manufacturing & Industrial > Medical Devices | [0](https://www.astuteo.com/data/clients.md?industry=medical-devices) |
| Manufacturing & Industrial > Robotics & Automation | [0](https://www.astuteo.com/data/clients.md?industry=robotics-automation) |
| Technology | [0](https://www.astuteo.com/data/clients.md?industry=technology) |
| Finance & Insurance | [7](https://www.astuteo.com/data/clients.md?industry=finance-insurance) |
| Professional Services | [0](https://www.astuteo.com/data/clients.md?industry=professional-services) |
| Media & Publishing | [0](https://www.astuteo.com/data/clients.md?industry=media-publishing) |
| Nonprofit & Education | [0](https://www.astuteo.com/data/clients.md?industry=nonprofit-education) |
| Healthcare | [0](https://www.astuteo.com/data/clients.md?industry=healthcare) |
| Hospitality & Retail | [0](https://www.astuteo.com/data/clients.md?industry=hospitality-retail) |

| Era (by start year) | Count |
|---|---|
| 2005-2007: Print and web design | [0](https://www.astuteo.com/data/clients.md?industry=finance-insurance&era=2005-2007) |
| 2008-2013: Web design and development only | [3](https://www.astuteo.com/data/clients.md?industry=finance-insurance&era=2008-2013) |
| 2014-onward: Industrial and manufacturing web design and development | [4](https://www.astuteo.com/data/clients.md?industry=finance-insurance&era=2014-onward) |

| Ending reason | Count |
|---|---|
| Project Completed | 3 |
| Not the Right Fit | 1 |
| We Shifted Focus | 1 |
| No Current Needs | 1 |

## How to filter this record

Add query parameters to https://www.astuteo.com/data/clients (or https://www.astuteo.com/data/clients.md for markdown). One value per parameter; parameters combine as AND. Unknown values return zero clients.

- industry: manufacturing-industrial, commercial-equipment, contractors-trades, distributors, electrical-equipment-electronics, industrial-components, industrial-machinery, medical-devices, robotics-automation, technology, finance-insurance, professional-services, media-publishing, nonprofit-education, healthcare, hospitality-retail. A parent industry (manufacturing-industrial, technology, finance-insurance, professional-services, media-publishing, nonprofit-education, healthcare, hospitality-retail) includes its child industries.
- status: active, concluded
- era: 2005-2007, 2008-2013, 2014-onward
- client: a client slug, printed as the Record URL in each block below
- testimonials: yes (only clients with at least one testimonial)

Examples: https://www.astuteo.com/data/clients?industry=manufacturing-industrial and https://www.astuteo.com/data/clients?status=active&era=2014-onward

## Clients

### Adept Insurance Group

- **Descriptor:** Independent insurance brokerage
- **Industry:** [Finance & Insurance](https://www.astuteo.com/data/clients.md?industry=finance-insurance)
- **Start:** 2009-10-30
- **End:** 2010-03-16
- **Status:** [Ended (concluded)](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=concluded)
- **End reason:** Project Completed
- **Notes:** Astuteo was hired for a logo design and website consulting.
- **Testimonials:**
  - "I've hired Matt to do a few projects for my company and the results have been outstanding.  I would recommend Matt to anyone." — Ben Brindley, Owner (2010-01-14) [Source](https://www.linkedin.com/in/matteverson/details/recommendations/)
- **Record URL:** https://www.astuteo.com/data/clients?client=adept-insurance-group

### American Family Insurance

- **Descriptor:** National property and casualty insurer
- **Industry:** [Finance & Insurance](https://www.astuteo.com/data/clients.md?industry=finance-insurance)
- **Start:** 2010-10-28
- **End:** 2011-05-22
- **Status:** [Ended (concluded)](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=concluded)
- **End reason:** Project Completed
- **Notes:** Astuteo was engaged to build a fully custom, PHP-based content management system for the Human Resources department.
- **Record URL:** https://www.astuteo.com/data/clients?client=american-family-insurance

### CUNA Mutual Group

- **Descriptor:** Insurance and financial services company
- **Industry:** [Finance & Insurance](https://www.astuteo.com/data/clients.md?industry=finance-insurance)
- **Start:** 2015-09-11
- **End:** 2023-05-23
- **Status:** [Ended (concluded)](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=concluded)
- **End reason:** Project Completed
- **Notes:** Astuteo was hired for various website design and UX related projects.
- **Record URL:** https://www.astuteo.com/data/clients?client=cuna-mutual-group

### Resonant Capital Advisors

- **Descriptor:** Wealth management firm
- **Industry:** [Finance & Insurance](https://www.astuteo.com/data/clients.md?industry=finance-insurance)
- **Start:** 2018-03-26
- **Status:** [Active](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=active)
- **Record URL:** https://www.astuteo.com/data/clients?client=resonant-capital-advisors

### Symmetry Lending

- **Descriptor:** Specialty mortgage lender
- **Industry:** [Finance & Insurance](https://www.astuteo.com/data/clients.md?industry=finance-insurance)
- **Start:** 2023-05-31
- **End:** 2024-10-11
- **Status:** [Ended (concluded)](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=concluded)
- **End reason:** Not the Right Fit
- **Notes:** Symmetry was in a transitional period internally, our champion left, and the website project stalled indefinitely. We proposed moving the completed work to their in-house team and coordinated the handoff.
- **Record URL:** https://www.astuteo.com/data/clients?client=symmetry-lending

### TASC

- **Descriptor:** Employee benefits administration provider
- **Industry:** [Finance & Insurance](https://www.astuteo.com/data/clients.md?industry=finance-insurance)
- **Start:** 2011-04-04
- **End:** 2014-01-16
- **Status:** [Ended (concluded)](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=concluded)
- **End reason:** We Shifted Focus
- **Notes:** In 2014 Astuteo narrowed its focus to industrial and manufacturing exclusively. We helped the local service clients we'd been working with find other strong local agencies, and handed their website projects off on good terms.
- **Record URL:** https://www.astuteo.com/data/clients?client=tasc

### Trustage

- **Descriptor:** National insurance and financial services provider
- **Industry:** [Finance & Insurance](https://www.astuteo.com/data/clients.md?industry=finance-insurance)
- **Start:** 2015-08-13
- **End:** 2020-03-14
- **Status:** [Dormant (concluded)](https://www.astuteo.com/data/clients.md?industry=finance-insurance&status=concluded)
- **End reason:** No Current Needs
- **Notes:** A series of redesign and UX projects across TruStage.com and its departmental microsites. Budget reductions resulted in work requests trailing off, but the relationship remains a good one.
- **Record URL:** https://www.astuteo.com/data/clients?client=trustage