Top 15 Financial Marketing Agencies That Drive Results in 2024

Alexandra Kazakova

By Alexandra Kazakova
17 min READ | Jan 15 2024

Table of contents

Struggling to find a financial marketing agency that truly understands your needs?

You're not alone in this challenge.

With so many options, it's hard to know where to start.

But don't worry, you're in the right place.

Our financial marketing agency provides a comprehensive guide to the top 15 financial marketing companies that are best on the market.

  • Discover each agency's unique selling points: What sets them apart in the competitive market.
  • Explore their key services: Tailored solutions to elevate your financial marketing strategy.
  • Learn about their notable clients: Proof of their expertise and success in the industry.

Continue reading to find the perfect partner for your financial marketing needs!

TL;DR: Top Financial Marketing Agencies

  1. inBeat: A performance creative agency that partners with top content creators, offering personalized campaigns and scalable paid media services to boost brand engagement.
  2. Mobas: Known for deep strategic workshops, they focus on personal finance, insurance, and investment management, helping clients transition to a consultative, brand-based approach.
  3. Media Logic: Specializing in financial services marketing for over two decades, they excel at crafting strategies using consumer insights to connect with sought-after demographics.
  4. FS Partnership: A specialist agency dedicated to understanding the complexities of the financial industry, offering adaptable and cost-effective solutions for global institutions and challenger brands.
  5. Ninja Promo: Experts in fintech digital marketing, they provide tailored strategies for financial technology businesses, allowing clients to focus on core business areas while generating quality leads.

Key Benefits of a Professional Financial Marketing Agency

Hiring a financial marketing agency offers numerous benefits for businesses operating in the highly competitive financial sector:

  • These agencies bring a wealth of industry-specific expertise and knowledge, allowing them to navigate the intricacies of financial services regulations and consumer behaviors effectively.
  • They can develop tailored marketing strategies that resonate with the target audience, ultimately driving better results.
  • Financial marketing agencies often have access to cutting-edge tools and technologies, enabling businesses to stay ahead of the curve in the digital landscape, including the best accounting software solutions.
  • Outsourcing marketing efforts to experts in the field can save businesses time and resources, allowing them to focus on core operations.

Partnering with a financial marketing agency can improve brand recognition, increase customer engagement, and enhance overall competitiveness in the financial industry.

A Deep Dive into Each Financial Marketing Agency

1. inBeat

Inbeat agency

inBeat is a standout performance creative agency known for its expertise in paid media and micro-influencer marketing.

They have a strong focus on helping businesses in the financial sector harness the power of micro-influencers with the highest engagement rates.

Their dedication to personalized campaigns, scalability, and versatile services sets them apart in the financial marketing industry.

inBeat collaborates with the top 2% of content creators, providing access to a valuable influencer network.

With a commitment to delivering results, inBeat is a top choice for those seeking to boost their brand through influencer partnerships.

inBeat's case studies testify to their commitment to achieving exceptional results.

As a financial company, you know that lowering costs is as important as increasing revenue.

Because of that, you need to know that inBeat managed to slash NielsenIQ's CPAs by 75%.

If you want more significant profits and fewer expenses, inBeat's the way to go!

Industries: Financial, Fintech, Tourism, Travel, Hospitality, Education, Mobile Applications, CPG and DTC brands, eCommerce, Agencies, Fashion, Food, B2B

Notable clients: Nissan, New Balance, Deux par Deux, Linktree, Hopper, Disney

Key services:

  • Financial Digital Marketing
  • Social Media Advertising
  • UGC Creation
  • TikTok and Instagram Marketing & Advertising
  • Micro-Influencer and nano-influencer marketing
  • Paid Advertising

Reason to work with inBeat - Micro-influencer and UGC pioneers

inBeat's unique feature is their specialization in micro-influencer marketing. They partner with the top 2% of content creators, ensuring access to influencers with the highest engagement rates in the financial sector.

2. Mobas

Mobas is a financial services marketing agency renowned for its strategic approach to marketing for financial institutions.

Their unique feature lies in their deep strategic workshops that prioritize a comprehensive understanding of your brand's objectives.

Their marketing team excels at delving into the big picture before embarking on detailed analysis and competitor research.

Mobas has a successful track record in helping clients in personal finance, insurance, and investment management.

Their expertise in providing digital marketing services that align with the growing ambitions of their clients distinguishes them as a trusted choice in financial marketing.

Industries: Financial Services, Food & Beverage, Animal Healthcare, Professional Services, NHS Healthcare, Property, Education, Membership Services

Notable clients: Bluefin, Saffron Building Society, The Cambridge Building Society, Marmalade Car Insurance

Key services:

  • Brand Strategy
  • SEO
  • Digital Marketing and Digital Activation
  • Creative & Design
  • Research & Insight

Reason to work with Mobas - Deep strategic workshops

Mobas stands out with their commitment to strategic workshops. They delve deep into your brand's strategy before implementing creative solutions, ensuring a comprehensive understanding of your business objectives.

3. Media Logic

Media Logic is a financial marketing agency with extensive experience in the industry.

Their unique feature lies in their proficiency in profiling and targeting, enabling them to connect effectively with specific demographics, including affluent and millennial consumers.

With a focus on delivering a broad range of breakthrough solutions, Media Logic combines strategic and creative expertise to address complex challenges in the financial sector.

They offer valuable insights into prized customers and prospects, backed by seamless execution and a client-centric approach.

Their deep knowledge of the financial services industry positions them as experts in crafting strategies that drive business success and return on investment.

Industries: Financial Services, Healthcare, Technology

Notable clients: Visa, Chase, Bank of America and U.S. Bank

Key services:

  • Strategy & Planning
  • Branding
  • Content Marketing & Social Media
  • Audience ID & Segmentation
  • Media Buying
  • Website/Mobile/App Development

Reason to work with Media Logic - Profiling and targeting experts

Media Logic excels at profiling and targeting specific demographics, particularly affluent and millennial consumers. Their strategies are tailored to help financial institutions to better connect with their desired audience.

4. FS Partnership

FS Partnership is a specialized financial marketing agency known for its commitment to understanding the unique complexities of the financial services industry.

Founded in 2014, their founders recognized the need for an agency that could cater specifically to the demands of financial services organizations.

What sets FS Partnership apart is its adaptable approach, customized to align with each client's objectives and business culture.

Their marketing team provides access to high-quality resources cost-effectively, making them a valuable partner for global institutions and challenger brands in the financial sector.

FS Partnership offers a full spectrum of services, from strategic marketing plans to technical writing, to strengthen brands and drive growth for financial products and services.

Industries: Financial Services, Retail And Commercial Banking, Fintech, Wealth Management, Payments, Insurance, Investment Management

Notable clients: Aronova, Zurich Insurance, Iliad Solutions, Marqeta

Key services:

  • Marketing Strategy
  • SEO
  • PPC
  • Media Planning & Buying
  • Web Design

Reason to work with FS Partnership - Industry understanding

FS Partnership's founders have client-side experience, making them experts in understanding the unique demands of financial services organizations. Their approach is built around your business objectives and culture.

5. Ninja Promo

Ninja Promo is a fintech marketing agency specializing in creating tailored fintech marketing strategies designed to accelerate growth and success.

What makes this fintech marketing agency unique is its deep industry knowledge and expertise, which acts as a launchpad for its clients, propelling them ahead of the competition.

Ninja Promo's focus on generating quality leads and allowing clients to focus on critical business areas makes them valuable partners in the financial technology sector.

With a commitment to helping financial technology businesses navigate the complexities of scaling and expansion, Ninja Promo stands out as a trusted ally in fintech marketing.

Industries: Fintech, B2B, Crypto, Software, SaaS, Startup, Small Business, Gaming, Esports, Mobile, eCommerce

Notable clients: Ultron, Innowise, Unity Network, Tozex

Key services:

  • Paid Social
  • Paid Media
  • SEO
  • Influencer Marketing
  • PR & Outreach
  • Video Production
  • Video Marketing
  • Branding

Reason to work with Ninja Promo - Focused fintech expertise

Ninja Promo's standout feature is their dedicated focus on fintech digital marketing. They provide tailored strategies for financial technology businesses, helping them navigate the complexities of the industry.


CSTMR is a financial marketing agency with a strong focus on helping fintech, and financial services companies achieve business growth.

Their unique feature lies in their digital marketing expertise, which is combined with an in-depth understanding of the financial industry.

This combination allows CSTMR to deliver powerful insights and digital solutions that directly impact customer growth and retention.

Whether you're a traditional financial services institution or an innovative fintech company, CSTMR offers tailored digital solutions that align with your business goals.

Their expertise in helping leading financial brands achieve the next level of growth positions them as a valuable asset in the financial marketing space.

Industries: Financial, Banking, Credit, Cryptocurrency, Insurance, Investing, Lending, SaaS, Payments

Notable clients: Accesone, Lendingtree, UniTeller, Credit Karma

Key services:

  • Marketing Strategy
  • Paid Media Advertising
  • Organic Marketing
  • Experience Design

Reason to work with CSTMR - Savvy digital marketing

CSTMR combines their financial services and fintech knowledge with savvy digital marketing expertise. They help financial brands uncover their value proposition, reach the right audience effectively, and achieve business growth.

7. Fintech Digital

Fintech Digital is a financial marketing agency built to serve direct-to-consumer financial services businesses' unique needs.

Their distinctive feature lies in their ability to help businesses break away from traditional financial services models and approaches to customer generation, retention, and success.

Fintech Digital is dedicated to designing and implementing programs that activate and refresh emerging and established financial brands.

With a Fintech mindset, they excel at efficiently bringing financial brands to market, from initial research to full-scale tech and media setup across digital consumer touchpoints.

Their quick and efficient brand activation expertise makes them a standout choice for financial services businesses.

Industries: Financial Services

Notable clients: Greenwood, Beanstox, Polygon, Paybotic

Key services:

  • Marketing Strategy
  • Content Distribution
  • Search Engine Optimization
  • Performance Marketing
  • Metrics & Analytics
  • Content Strategy, Creation & Marketing
  • Website & Landing Page Design & Development
  • Conversion Rate Optimization

Reason to work with Fintech Digital - Fintech mindset

Fintech Digital embraces a fintech mindset, helping financial brands quickly and efficiently enter the market. They specialize in activating and refreshing financial brands for both emerging and existing businesses.

8. is a financial marketing agency that specializes in creating informative and analytical financial content.

Their unique feature is their ability to break down complex financial topics into easily understandable formats using a combination of text, visuals, and videos.

With decades of experience, they have honed their expertise in crafting effective financial content marketing strategies.

What sets them apart is their commitment to developing marketing campaigns that yield measurable results.

By using data-driven insights, they identify and optimize the best digital strategies for each financial institution, making them a reliable partner for achieving marketing goals in the financial sector.

Industries: Financial Services

Notable clients: FBS, Swissquote, Pepperstone, IC Markets

Key services:

  • Advertising
  • SEO
  • Brand & website design
  • Crypto and forex tools
  • PR Distribution
  • Financial Content Marketing

Reason to work with Data-driven insights

With their decades of experience, they have honed the art of creating informative and analytical financial content that resonates with audiences.

9. Financial Marketing

Financial Marketing (FM) is a full-service marketing agency based in the city, founded on decades of industry and marketing knowledge.

They bring a breadth and depth of expertise to the table. They provide a wide range of services, including strategy, design, content, research, brand, media, and channels.

FM's unique approach, known as Showcase Marketing, focuses on delivering powerful insights into financial services brands' skills, capabilities, and competitive advantage.

They create valuable, evidence-focused assets and ensure their optimal utilization through multiple channels to support sales.

Each Showcase Marketing program is customized, starting with an in-depth immersion in the brand's DNA, culminating in the creation of enduring content assets that highlight the brand's competitive edge. and facilitates their marketing goals.

Industries: Financial Services, Banking, Insurance, Commercial Finance, Corporate Finance, Credit Services, Surety, Fintech, Insurtech, Professional Services, Investment Management, M&A, Consumer Finance, Trade Bodies, Government

Notable clients: Propel, Hampshire Trust Bank, British Business Bank, Barnet Group

Key services:

  • Strategy Development & Brand Development
  • Web Design
  • Market Research
  • Content Creation
  • Advertising
  • Direct Marketing
  • Digital Marketing

Reason to work with Financial Marketing - Showcase marketing

Financial Marketing's unique approach, Showcase Marketing, focuses on creating authentic, evidence-focused assets that highlight your brand's competitive advantage.

10. Beacon Digital Marketing

Beacon Digital Marketing stands out as a financial marketing agency dedicated to serving high-tech, high-growth companies in the B2B sector.

Their leadership team comprises passionate individuals committed to delivering results for their clients.

With experience working with clients offering various financial technology tools and services, they deeply understand the fintech landscape.

Beacon Digital Marketing's strength lies in its dedicated team and ability to create customized online marketing plans tailored to attract, engage, and delight ideal customers in the fintech industry.

They are inspired by their client's growth and work tirelessly to help turn their goals into reality, making them a reliable partner for businesses in the B2B technology sector.

Industries: Financial Technology, Cyber Security, AI Software, B2B Technology, Software, B2B Professional Services

Notable clients: Avidxchange, Behalf, BioCatch, Broadridge

Key services:

  • Strategy & Insights
  • Creative & Branding
  • Performance Marketing
  • Video & Podcast Production
  • Content Strategy & SEO
  • Web UX, Design, & Development
  • Marketing Technology & Data

Reason to work with Beacon Digital Marketing - B2B fintech focus

Beacon Digital Marketing is known for its expertise in understanding the nuances of fintech buyers.

They have worked extensively with clients selling various financial technology tools and services.

11. Digital Authority Partners

Digital Authority Partners, established in 2016 in Chicago, Illinois, is a digital marketing agency dedicated to helping companies launch, grow, and scale through data-driven marketing strategies.

They take a holistic approach to defining and executing marketing strategies, focusing on being solution-focused and data-driven.

DAP specializes in creating digital marketing strategies that directly impact customer growth and retention for financial organizations across various disciplines.

Their digital solutions help financial institutions and FinTech companies achieve their business goals, making them a reliable partners in the financial sector.

With a commitment to delivering impactful digital marketing strategies, Digital Authority Partners is a valuable asset for businesses seeking growth and success in the financial industry.

Industries: Fintech & Financial Services, Software as a Solution (SaaS), Healthcare, eCommerce Digital Marketing Agency, Legal, Professional Services, Manufacturing, Education, Government

Notable clients: CreditShop, Assured, Check into Cash, Allio Fintech

Key services:

  • SEO
  • PPC Management
  • Digital Marketing
  • Digital Strategy
  • Fractional CMO
  • Analytics

Reason to work with Digital Authority Partners - Holistic approach

Digital Authority Partners takes a holistic approach to defining and executing your marketing strategy.

They focus on data-driven marketing and work across various industries to deliver digital solutions.

12. Brandformula

Brandformula is a specialized financial marketing agency that excels in building and engaging brands for clients within the insurance, reinsurance, financial services, and banking sectors.

They stand out with their unique blend of award-winning creative talents and strategic experts with hands-on experience in the financial services industry.

The agency combines insightful ideas with in-depth industry knowledge to elevate brands and deliver tangible results.

Brandformula's team of 30+ professionals offers comprehensive support to firms of all sizes, including insurance, reinsurance, financial services, and banking companies.

With a focus on brand identity, advertising, product launches, and more, Brandformula helps B2B financial services organizations outperform their peers in the market.

Industries: Financial Services

Notable clients: Siriuspoint, Biba Conference '23, RSA Conference, Sompo International

Key services:

  • Brand Identity
  • Advertising
  • Product Launches
  • Web Development
  • Social Media Marketing
  • Lead Generation
  • SEO & Traffic Growth

Reason to work with Brandformula - Industry expertise

Brandformula's team includes experts with firsthand experience in the financial services sector. This industry knowledge allows them to deliver tailored branding and marketing solutions.

13. Amperage Marketing

Amperage Marketing is a versatile marketing agency that focuses on solving complex marketing problems to strengthen brands and drive success for its clients.

Their purpose centers around delivering meaningful work for clients that significantly impacts people's lives.

They offer comprehensive marketing solutions, both traditional and digital, and create integrated campaigns to bolster brands and motivate audiences to take action.

Amperage Marketing is known for its deep understanding of financial services offerings and the regulatory environment in which they operate.

Their proven process, backed by a team of marketing strategists, designers, writers, and digital specialists, ensures they deliver results for their clients.

Industries: Financial, Healthcare, Education, Fundraising, Manufacturing, Nonprofit

Notable clients: Awakening Connections, Nahant Marsh, NXT Bank, Norteast Security Bank

Key services:

  • Brand Development
  • Graphic Design
  • Media Planning & Buying
  • Planning & Strategy
  • Public Relations
  • Marketing Research
  • Organic SEO
  • Website Design & Development
  • Video Production

Reason to work with Amperage Marketing - Distinguished Market Presence

Amperage Marketing stands out for its ability to help financial services and insurance companies distinguish themselves in the market, thanks to their deep industry understanding.

14. Elevation Marketing

Elevation Marketing is a marketing agency with a deep understanding of financial services offerings and the industry's regulatory environment.

They leverage this knowledge to create marketing solutions that help financial services and insurance companies distinguish themselves in competitive markets.

Elevation Marketing's approach involves thorough research, strategic thinking, effective messaging, and creative design.

They are committed to helping their clients succeed in the financial sector through comprehensive marketing strategies.

With extensive experience and expertise, Elevation Marketing is a valuable partner for businesses looking to excel in the financial services industry.

Industries: Financial Services, Fintech, Agribusiness, Automotive, Chemicals & Composites, Computer Hardware, Construction, Education, Energy & Utilities, Food & Beverage, Manufacturing, Oil & Gas, Professional Services, Retail & Wholesale, SaaS, Technology, Industrial Tool & Equipment, Trucking & Logistics, Turf & Ornamental

Notable clients: Greater Commercial Lending, BillingTree, Early Warning, LifeLock

Key services:

  • Social Advertising
  • Marketing Automation
  • Branding
  • Creative Production
  • Media Planning
  • Media Buying
  • SEO

Reason to work with Elevation Marketing - Regulatory Acumen

Elevation Marketing's distinctive feature is its deep understanding of financial services and regulatory environments. They can navigate these complexities effectively in their marketing strategies.

15. Austin Williams

Austin Williams is a marketing agency known for its sophisticated tools and a talented team that customizes digital campaigns to maximize efficiency and effectiveness.

Their expertise lies in understanding how consumers and businesses make decisions in the financial sector, positioning them as influential decision-makers.

Austin Williams is a marketing partner to community banks and credit unions, offering strategic thinking that delivers business-building results.

Focusing on strategic digital marketing, brand development, and content marketing, they help financial institutions make a meaningful impact on their target audience.

Their combination of industry knowledge and data-driven strategies makes them a valuable asset for businesses in various sectors.

Industries: Financial Services, Healthcare, Higher Education, Nonprofit, Professional Services

Notable clients: Dime Community Bank, Arlington Federal Credit Union, Hudson Valley Credit Union

Key services:

  • Brand Development
  • Content Marketing
  • Digital Marketing & Strategy
  • Media Planning & Buying
  • Public Relations
  • Reputation Management
  • Research & Analytics
  • Web Development

Reason to work with Austin Williams - Influential decision-makers

Austin Williams specializes in understanding how consumers and businesses make their banking decisions. They are experts in both community banks and credit unions, making them influential in financial decision-making.

Key Factors in Choosing Financial Marketing Agency

Selecting the right financial marketing agency is a crucial decision that can significantly impact a company's success in the competitive financial sector.

Let's see which crucial aspects you should consider:

  • Firstly, expertise in the financial industry is paramount. The agency should possess a deep understanding of financial services, regulations, and the nuances of the market.
  • Secondly, their track record and past performance should be thoroughly assessed. Case studies and client testimonials can provide valuable insights into their ability to deliver results.
  • Furthermore, their approach to strategy and creativity should align with the company's goals and brand identity.
  • Clear communication, transparency, and a collaborative mindset are also vital for a successful partnership.
  • Lastly, the agency's technological capabilities and access to cutting-edge tools should be evaluated to ensure they can effectively navigate the digital landscape.

By considering these key factors, businesses can make an informed decision when choosing a financial marketing agency that aligns with their unique needs and objectives.


Choosing the right financial marketing agency can be a daunting task, but inBeat is one agency that stands out from the rest.

Its specialization in micro-influencer marketing makes it a pioneer in the field.

inBeat partners with the top 2% of content creators, providing access to an influencer network with exceptional engagement rates.

Plus, its impressive track record, as evidenced by notable clients such as Nissan and Disney, further underscores its ability to deliver tangible outcomes.

To sum up, inBeat's expertise in social media influencer marketing, financial digital marketing, and user-generated content creation can be a game-changer for your brand.

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