Blog: Best Digital Marketing Agencies for Financial Services in 2025 (Ranked & Reviewed)

Top Digital Marketing Agencies for Financial Services

1. Silverback Strategies

Silverback Strategies is a performance marketing agency known for its data-driven approach and expertise in financial services. They’ve partnered with banks, fintech brands, and wealth management firms to build campaigns that deliver immediate results while laying the foundation for long-term growth.

Best For: Financial Service Institutions & Offerings

Overview:

• Founded in 2007
• Headquartered in Washington, DC

Specialization: Financial services marketing requires both precision and trust. We help institutions cut through the noise with compliant, compelling campaigns that drive real business outcomes. We understand the unique challenges financial firms face and have built strategies that deliver measurable ROI while protecting brand integrity. Whether you’re a fintech startup scaling fast or a traditional firm modernizing your approach, we specialize in crafting campaigns that attract, convert, and retain high-value clients.

Key Digital Marketing Services:

• Local SEO
• GEO (Generative Engine Optimization)
• Website optimization
• Content marketing
• Technical SEO
• Paid Media
• Measurement
• CRO

Notable Clients & Results:

• Blackstone
• Armed Forces Mutual
  • 117% increase in leads YoY
  • 50% decrease in CPL YoY
• WAEPA
• Apple Federal Credit Union
  • 300% increase in membership applications
  • 69% decrease in cost per application

What Sets Silverback Apart: We stand out for our commitment to speed, impact, and accountability. 

• With speed, we run thousands of marketing experiments each year, giving our clients the ability to quickly capture wins while building sustainable growth. 
• With impact, we focus on what matters most: revenue and profitability. Vanity metrics don’t matter unless they drive financial outcomes, and we ensure you have clear reporting to explain performance to boards and executives. 
• With accountability, your goals are our goals. We align every strategy to your KPIs, provide clear processes, and maintain transparent communication so you always know how we’re pacing toward success.

2. Ninja Promo

Ninja Promo is a global digital marketing agency with strong expertise in financial services, fintech, and blockchain. They’re known for building creative, multi-channel campaigns that help financial brands stand out in competitive markets.

Overview:

• Founded in 2017
• Headquartered in New York, NY

Services Offered:

• Marketing Subscription
• Social Media
• Paid Social
• Paid Media
• SEO
• Influencer Marketing
• PR & Outreach
• Video Production
• Video Marketing
• Lead Generation
• Branding
• Community Management
• Website development
• Mobile App Development
• Web Design
• Mobile App Design
• Blockchain Development

Notable Clients:

• Wafee
• Atom Bank

Scorecard Strengths:

• Expertise in fintech and crypto
• Creative brand storytelling
• Strong social media execution

3. Flying V Group

Flying V Group blends creativity with data-driven marketing, helping financial firms maximize online presence and customer acquisition. They excel at building integrated campaigns that combine performance marketing with thought leadership strategies.

Overview:

• Founded in 2016
• Headquartered in Irvine, CA

Services Offered:

• Website Design
• Social Media Marketing
• Creative Studio Services
• Search Engine Optimization (SEO)
• Content Marketing
• Blog Writing
• Paid Media
• Pay-Per-Click Advertising
• Social Advertising
• Programmatic Ads
• Consulting & Staffing
• Fractional CMO

Notable Clients:

• Cooke Wealth Management
• Vasco Assets

Scorecard Strengths:

• Integrated campaigns
• Strong content marketing
• Measurable ROI

4. Gen3 Marketing

Gen3 is one of the world’s largest performance marketing agencies, with a strong presence in financial services. They specialize in affiliate and partnership marketing, making them an ideal choice for institutions looking to expand acquisition channels.

Overview:

• Founded in 2007
• Headquartered in Blue Bell, PA

Services Offered:

• Affiliate Marketing
• Performance PR
• Amazon Affiliate
• Publisher Development
• Influencer Marketing
• Paid Media
• SEO

Notable Clients:

• Undisclosed

Scorecard Strengths:

• Market leaders in affiliate marketing
• Global reach
• Proven ability to scale acquisition programs

5. Directive

Directive is a performance marketing agency that partners with enterprise financial brands to build high-impact campaigns. They combine data science with creative execution, focusing heavily on customer acquisition for SaaS and fintech companies.

Overview:

• Founded in 2014
• Headquartered in Irvine, CA

Services Offered:

• Account Based Marketing
• Paid Media 
• Paid Social 
• Programmatic Advertising 
• Content Marketing
• SEO 
• Generative Engine Optimization (GEO) 
• CRO & Performance Design
• Creative Strategy 
• Go-to-Market Strategy
• Demand Generation 
• Marketing Automation 
• Lead Generation 
• Customer Lifecycle Marketing 
• Data Analytics 

Notable Clients:

• The IHC Group

Scorecard Strengths:

• Strong enterprise expertise
• Advanced analytics
• Reputation for lowering CAC for fintech companies

6. Funnel Boost Media

Funnel Boost Media specializes in local and regional financial institutions, helping banks, credit unions, and advisors capture leads through localized campaigns. Their focus on visibility and conversion makes them a trusted partner for smaller financial service providers.

Overview:

• Founded in 2012
• Headquartered in San Antonio, TX

Services Offered:

• Local SEO
• National SEO
• Generative AI Optimization
• PPC Management
• Lead Gen
• Social Media
• Website Design
• Web Hosting
• Shopify
• WordPress
• Branding

Notable Clients:

• InTandem
• ECDebt

Scorecard Strengths:

• Strong local SEO strategies
• Affordable solutions for smaller firms
• Proven lead generation results

7. ATRA

ATRA is a boutique agency with a focus on high-impact branding and digital strategy for financial services. They excel at creating compelling, compliance-friendly campaigns that balance creativity with results.

Overview:

• Founded in 2017
• Headquartered in Tempe, AZ

Services Offered:

• Paid Media
• Paid Search
• Paid Social
• Programmatic & CTV
• Analytics and Reporting
• CRO
• Landing Pages
• UX Audit
• Website Development
• Creative Design
• Social / Display
• Video
• Conversion Content
• Branding

Notable Clients:

• Undisclosed

Scorescard Strengths:

• Excellent at brand storytelling
• Compliance-conscious strategies
• High-touch client service

8. Martal Group

Martal Group combines marketing with outsourced sales development, making them a unique partner for financial service providers. They help fintech and SaaS companies scale quickly by generating qualified leads through a mix of digital campaigns and sales enablement.

Overview:

• Founded in 2009
• Headquartered in San Francisco, CA

Services Offered:

• B2B Appointment setting
• Sales Outsourcing Service
• Outbound Lead generation
• LinkedIn Lead Generation
• Cold Emailing
• Cold Calling
• AI Sales Platform
• B2B Sales Training
• Inbound Lead Generation

Notable Clients:

• Fincent
• Wealth Stack

Scorecard Strengths:

• Unique marketing + sales hybrid
• Strong B2B expertise
• Proven ability to accelerate growth

9. Sure Oak

Sure Oak is an SEO-focused agency that partners with financial services firms to improve visibility in competitive search markets. They’re known for their technical expertise and link-building strategies that help firms rank for high-value keywords.

Overview:

• Founded in 2017
• Headquartered in Brooklyn, NY

Services Offered:

• AI Search Optimization
• Full-Service SEO Campaigns
• On-Page Optimization
• Technical SEO
• SEO Strategy Consulting
• Custom Link Building
• Digital Public Relations
• SEO Content
• Content Marketing
• Paid Search (Google Ads)
• Paid Social (Social Media Ads)
• Website Design and Development
• Conversion Rate Optimization

Notable Clients:

• SoFi

Scorecard Strengths:

• Excellent SEO campaigns
• Competitive keyword expertise
• Measurable organic growth results

10. ProperExpression

ProperExpression is a performance-driven growth marketing agency that focuses on ROI for B2B and financial services companies. They’re strong at tying marketing activities directly to revenue outcomes and customer acquisition.

Overview:

• Founded in 2018
• Headquartered in McLean, VA

Services Offered:

• Account Based Marketing
• Demand Generation
• Growth Marketing
• Lead Generation
• Performance Marketing
• Revenue Marketing
• RevOps
• Sales Optimization
• Content Marketing
• CRM Optimization
• Email Marketing
• Marketing Automation
• Paid Search
• Paid Social
• SEO
• Tracking & Analytics

Notable Clients:

• Undisclosed

Scorecard Strengths:

• ROI-driven strategies
• Strong demand generation expertise
• Proven success with growth-stage financial companies

How to Choose the Right Financial Services Digital Marketing Agency

Selecting the right digital marketing partner is especially critical in financial services, where trust, compliance, and measurable ROI are non-negotiable. The stakes are higher than in most industries — campaigns must not only generate leads but also meet strict legal and ethical standards. When evaluating potential agencies, here are the key factors to keep in mind:

• Industry Expertise & Compliance Knowledge: Financial services marketing comes with layers of complexity. Regulations from bodies like FINRA, the SEC, GDPR, and state-level consumer protection laws all affect how you advertise. Agencies with sector experience know how to navigate compliance requirements without watering down messaging. Ask if they have compliance review processes built into their workflows.
• Proven Track Record & Case Studies: Look for agencies that can show real case studies in financial services — lowering cost per lead, improving loan or account application volume, increasing assets under management, or boosting conversions for fintech platforms. Metrics tied to business outcomes, not just clicks, are what matter.
• Local vs. National (or Global) Reach: A regional credit union’s needs are very different from a global fintech startup. Local institutions benefit from hyper-local SEO and geo-targeted PPC to reach nearby prospects. National or international firms need multi-channel strategies to attract global audiences. The right agency will align strategies with your growth scope.
• Service Integration & Breadth: In financial services, siloed campaigns can weaken results. SEO, PPC, CRO, content, and reputation management must work together to build credibility and drive acquisition. Agencies that offer integrated service lines ensure consistency across campaigns.
• Transparency & Reporting: Boards, regulators, and executive stakeholders often demand clear proof of performance. Choose an agency that offers transparent dashboards and reporting, tying marketing spend directly to new accounts, loans, policies, or enrollments.
• Scalability & Long-Term Partnership: Your institution’s needs will evolve — perhaps adding new services (e.g., wealth management) or expanding into new geographies. The best agencies have the systems and expertise to scale alongside your growth.
• Strategic Consultation, Not Just Execution: Look for partners that act as strategic advisors. The best agencies help refine positioning, messaging, and even customer experience to align with your long-term goals.

The ideal agency should operate as an extension of your compliance, marketing, and sales teams, balancing creativity with responsibility.

 Common Marketing Challenges in Financial Services (and How to Overcome Them)

Marketing financial services comes with challenges that other industries rarely face. Below are the most pressing obstacles — and how strong agency partnerships can solve them:

• Regulatory Constraints: From disclosures on advertisements to restrictions on financial claims, compliance can stifle creativity and slow campaign execution. The solution is to work with agencies experienced in financial compliance. They’ll have built-in review processes, compliance-friendly copywriting, and tested campaign frameworks that keep you safe while still engaging audiences.
• Building Trust in a Skeptical Market: Consumers are wary of financial institutions, particularly post-2008 and amid ongoing concerns about fraud and data breaches. Agencies can help overcome this by producing authentic content (testimonials, case studies, and thought leadership), highlighting security measures, and encouraging positive online reviews. Transparency and consistency in messaging are key.
• Complex, Intimidating Products: Mortgages, insurance policies, investment vehicles, and retirement accounts can be overwhelming for consumers. Agencies help simplify by creating educational content that demystifies complex products and empowers customers to make informed decisions.
• Long Sales Cycles: Whether securing a mortgage or selecting an investment advisor, customers rarely make decisions on the first interaction. Multi-touch strategies keep prospects engaged through the full decision cycle.
• Evolving Customer Expectations: Digital-first customers, especially younger generations, expect seamless online experiences. Agencies can improve conversion rates with mobile-optimized websites, user-friendly onboarding processes, and omnichannel campaigns that meet prospects where they are.
• Budget Justification: Marketing in financial services is under intense scrutiny. Agencies can help by tying campaigns directly to KPIs like loan applications, AUM growth, new policies written, or cost per acquisition, arming internal teams with data to justify spend to boards and executives.

By addressing these challenges with the right mix of compliance expertise, creativity, and data-driven execution, financial service providers can move from playing defense to gaining a competitive advantage in a digital marketplace.

The Bottom Line: Finding the Right Marketing Partner in 2025

If you’re looking for a digital marketing partner that understands the complexities of financial services, Silverback Strategies is a good choice. With a proven track record of helping banks, fintech companies, and advisory firms achieve measurable results, Silverback combines speed, impact, and accountability to drive revenue and growth in this competitive space.

Ready to explore how Silverback can help your financial services business grow? Contact us to start the conversation.This list is updated quarterly to ensure you always have the most current recommendations.