Blog: Best PPC Agencies for Financial Services in 2025 (Ranked & Reviewed)
TL;DR:
PPC (pay-per-click) advertising has become one of the most powerful levers for growth in the financial services industry. Whether you’re a bank, fintech company, wealth management firm, or insurance provider, the ability to reach high-intent audiences at the exact moment they’re searching for solutions is critical. But running profitable campaigns in a highly regulated, competitive industry isn’t simple. It requires deep expertise, strong testing strategies, and a partner who understands compliance.
We’ve researched and reviewed the best PPC agencies for financial services in 2025, evaluating them based on industry experience, results, and client feedback. Here are the top agencies to consider.
Table of Contents
Top PPC Agencies for Financial Services
Rank | Agency | Year Established | Markets Served | Headquarters Location | Clutch Rating | Notable Clients | Speciality | Offer Content + Technical SEO? | Offers Strategy + Implementation? | Has a Dedicated Measurement Team? | Offers Paid Media? | Offers CRO? |
---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Silverback Strategies | 2007 | National | Washington DC | 4.8 | Blackstone, Armed Forces Mutual, WAEPA | Financial Service Offerings | Yes | Yes | Yes | Yes | Yes |
2 | Ninja Promo | 2017 | International | New York, NY | 4.9 | Wafee, Atom Bank | Blockchain & Fintech | Yes | Yes | No | Yes | No |
3 | Directive | 2014 | International | Irvine, CA | 4.8 | The IHC Group | B2B Marketing | Yes | Yes | Yes | Yes | Yes |
4 | Flying V Group | 2016 | National | Irvine, CA | 4.9 | Cooke Wealth Management, Vasco Assets | Finance & Professional Services | Yes | Yes | No | Yes | No |
5 | BankBound | 2016 | National | Newtown, PA | 5.0 | Undisclosed | Financial Institutions | Yes | Yes | No | Yes | No |
6 | Sure Oak | 2017 | National | Brooklyn, NY | 4.8 | SoFi | Finance & Professional Services | Yes | Yes | No | Yes | Yes |
7 | Avalaunch Media | 2005 | National | Lehi, UT | 4.8 | Whitefish Credit Union, Fidelity | Finance & Professional Services | Yes | Yes | No | Yes | No |
8 | Session Interactive | 2017 | National | Denver, CO | 5.0 | Canvas Credit Union, CoinLedger | Finance & Professional Services | Yes | Yes | Yes | Yes | Yes |
9 | Digital Authority Partners | 2016 | National | Chicago, IL | 4.9 | Assured, CreditShop | Finance & Professional Services | Yes | Yes | Yes | Yes | No |
10 | Walker Sands | 2001 | National | Chicago, IL | 4.8 | Bill.com, Credit Key | Finance & Technology | Yes | Yes | No | Yes | No |
1. Silverback Strategies
Silverback Strategies is a performance marketing agency with a reputation for blending data-driven precision with creative execution. Their team runs thousands of PPC experiments each year, helping clients identify quick wins while building long-term strategies that maximize ROI. Silverback is especially skilled at linking campaign performance directly to business outcomes, making them a trusted partner for financial institutions looking to grow efficiently.
Best For: Financial Service Institutions & Offerings
Overview:
- Founded in 2007
- Headquartered in Washington, DC
Specialization: Financial services companies face unique challenges in digital advertising, from strict compliance requirements to high competition for valuable keywords. Silverback understands these complexities and helps firms not only stay compliant but also stand out in crowded markets. Their campaigns are designed to lower cost per acquisition, improve lead quality, and connect marketing efforts directly to revenue growth, making them an ideal partner for banks, lenders, fintechs, and advisory firms.
Key PPC Services:
- Paid Search (SEM)
- Paid Social
- Performance Creative
- Display
- Media Mix Modeling (MMM)
- Incrementality Testing
- Data Visualization
- Google Analytics Setup
Key Complementary Services:
- Local SEO
- GEO (Generative Engine Optimization)
- Website Optimization
- Content Marketing
- Technical SEO
- 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 every year to identify what works, helping clients rack up wins quickly while laying the foundation for long-term performance.
- With impact, we don’t stop at clicks and conversions. We focus on driving revenue efficiently. Even better, we help you clearly communicate results to your executives and board.
- With accountability, your goals are our goals. Clear processes, transparent reporting, and proactive communication keep everyone aligned and moving toward the same outcomes.
2. Ninja Promo
Ninja Promo is known for its work with fintechs and blockchain-based businesses, making them a strong choice for modern financial companies. They specialize in paid media, influencer marketing, and social ads tailored to growth-focused brands.
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:
- Fintech and crypto expertise
- Creative ad strategies
- Strong global reach
3. Directive
Directive is a well-established performance marketing agency focused on SaaS and financial services brands. They take a research-heavy approach, ensuring campaigns are optimized around the unique customer journey of high-value leads.
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:
- Data-driven PPC
- Deep SaaS and financial services expertise
- Advanced reporting frameworks
4. Flying V Group
Flying V Group offers a full suite of PPC and digital advertising services for financial businesses looking to expand visibility and grow their pipeline. They emphasize transparency and continuous optimization to maximize ROI.
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:
- ROI-focused PPC
- Transparent client communication
- Versatile industry experience.
5. BankBound
BankBound is a niche agency specializing exclusively in marketing for banks and credit unions. Their PPC campaigns are built to drive local engagement, capture leads, and support deposit and loan growth.
Overview:
- Founded in 2016
- Headquartered in Newtown, PA
Services Offered:
- Pay Per Click Advertising (PPC)
- SEO Services
- Email Marketing Automation
- Streaming TV Ads (CTV/OTT)
- Content Marketing
- Website Design & Development
- Social Media Management
Notable Clients:
- Undisclosed
Scorecard Strengths:
- Banking specialization
- Community-focused strategies
- Proven track record with financial institutions
6. Sure Oak
Sure Oak is an SEO-first agency that has successfully expanded into PPC, offering strong paid search and display ad management for financial clients. Their strategies are rooted in audience insights and conversion optimization.
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:
- SEO + PPC integration
- Long-term lead generation
- Strategic campaign planning
7. Avalaunch Media
Avalaunch Media helps financial institutions grow with highly targeted PPC campaigns complemented by content marketing and CRO services. They’re known for delivering integrated campaigns that fuel measurable business results.
Overview:
- Founded in 2005
- Headquartered in Lehi, UT
Services Offered:
- Fractional CMO
- Advertising
- SEO
- Creative
- Web & Conversion
- Social Media
- Public Relations
- Email & Automation
- Marketing Analytics
- Marketing Research
- GEO
Notable Clients:
- Whitefish Credit Union
- Fidelity
Scorecard Strengths:
- Integrated PPC and content campaigns
- Strong creative assets
- Proven ROI delivery
8. Session Interactive
Session Interactive blends data and creativity to help financial brands scale their PPC campaigns. They emphasize A/B testing, funnel optimization, and detailed analytics to ensure maximum efficiency.
Overview:
- Founded in 2017
- Headquartered in Denver, CO
Services Offered:
- Analytics
- SEO
- Paid Search
- Paid Social
- Content Marketing
- CRO
- Local Listing Management
Notable Clients:
- Canvas Credit Union
- CoinLedger
Scorescard Strengths:
- Experiment-heavy strategies
- Advanced analytics
- Conversion-focused approach
9. Digital Authority Partners
Digital Authority Partners works with fintech, healthcare, and enterprise businesses, offering PPC campaigns designed to drive qualified leads. They’re especially adept at handling compliance-heavy industries like finance.
Overview:
- Founded in 2016
- Headquartered in Chicago, IL
Services Offered:
- SEO
- Web Design
- Fractional Marketing Services
- PPC Management
- Analytics
- Email Marketing
- Content Marketing
Notable Clients:
- Assured
- CreditShop
Scorecard Strengths:
- Compliance expertise
- Enterprise-scale campaigns
- Multi-channel strategy
10. Walker Sands
Walker Sands is a B2B-focused agency that provides end-to-end marketing solutions, including PPC for financial institutions. They specialize in helping brands establish thought leadership while generating leads through paid media.
Overview:
- Founded in 2001
- Headquartered in Chicago, IL
Services Offered:
- Audience Personas + Messaging
- Go-To-Market Strategy
- Brand Strategy
- Public Relations
- Social Media
- Graphic Design + Illustration
- Video + Animation
- Copywriting
- Content Strategy
- Editorial Content
- Paid Digital Media
- Marketing Automation
- SEO
Notable Clients:
- Bill.com
- Credit Key
Scorecard Strengths:
- B2B financial marketing
- Integrated campaigns
- Brand-building plus lead generation
How to Choose the Right Financial Services PPC Agency
Choosing the right PPC agency for your financial services business requires more than finding a partner who can run ads. It’s about selecting a team that understands the complexities of your industry and can drive measurable results.
Reporting & Accountability: Choose an agency that emphasizes transparency and accountability. The best partners will connect campaign performance to bottom-line results, not vanity metrics. Look for clear dashboards, proactive communication, and an emphasis on explaining why campaigns are working (or not) in plain language your leadership team will understand.
Industry Expertise & Compliance Knowledge: Financial services advertising is one of the most tightly regulated spaces in digital marketing. Agencies must understand compliance standards to ensure campaigns meet advertising regulations and avoid costly rejections. Ask whether the agency has direct experience in your specific niche and how they stay ahead of compliance changes.
Proven Track Record & Case Studies: Look for agencies that can demonstrate past success with financial services clients. Case studies should show not just click-through rates, but real business outcomes like lower cost-per-acquisition (CPA), improved lead quality, or increased account openings.
Strategic Audience Targeting: Financial products often have narrow or segmented audiences. A great PPC agency will tailor campaigns using advanced audience segmentation, geo-targeting, and behavioral data to ensure your ads reach the right people at the right time.
Local vs. National Reach: Decide whether you need a partner with local expertise or one with national and international reach for fintechs and larger institutions. An agency’s ability to scale campaigns across different regions can directly impact your growth potential.
Complementary Services: PPC doesn’t work in isolation. It performs best when paired with other services like SEO, content marketing, and CRO. Agencies that integrate these services into a cohesive strategy can deliver stronger ROI and ensure your digital marketing efforts are aligned across channels.
Common PPC Challenges in Financial Services (and How to Overcome Them)
Running profitable PPC campaigns in financial services comes with unique challenges. Here are the most common ones and how top agencies solve them.
- High Competition & Cost-Per-Click (CPC): Financial keywords are among the most expensive in PPC. This can quickly drain budgets without delivering returns. Leading agencies focus on long-tail keywords, advanced bidding strategies, and highly relevant ad copy to maximize Quality Scores. They also build negative keyword lists to filter out irrelevant clicks, ensuring spend goes toward the most qualified leads.
- Strict Advertising Compliance: Google and Meta enforce strict rules for financial advertising. Non-compliance can lead to disapproved ads or even account suspensions. Agencies with financial services expertise proactively build compliance into their ad copy, landing pages, and targeting strategies. They also stay updated on regulatory changes to keep campaigns running smoothly.
- Low-Quality or Unqualified Leads: Not every click turns into a client. Many financial services firms struggle with high lead volumes but low conversion rates. Strong PPC strategies emphasize lead qualification through precise targeting, custom landing pages, and clear calls-to-action.
- Complex Customer Journeys: Financial decisions often take weeks or months. PPC alone may not capture the full funnel. Agencies solve this with remarketing campaigns, multi-channel attribution, and nurturing sequences that keep prospects engaged over the long decision cycle. This ensures your brand remains top-of-mind until they’re ready to convert.
- Limited Trust in Digital Ads: Consumers are naturally cautious when it comes to financial services, often skeptical of digital ads. The best agencies build trust through transparent messaging, strong landing page design, and clear proof points such as testimonials, reviews, or security badges. Paired with remarketing, this creates familiarity and reassures hesitant prospects.
Budget Efficiency & ROI Pressure: Because financial services PPC is so competitive, leadership teams often scrutinize budgets closely. Top agencies tie PPC performance directly to business metrics like revenue per lead, loan applications, or account openings. They test continuously, cutting underperforming ads quickly and reallocating spend to high-converting campaigns to maximize ROI.
The Bottom Line: Finding the Right Marketing Partner in 2025
PPC remains one of the most effective ways for financial services companies to acquire qualified leads and grow revenue, but only with the right partner at the helm. After reviewing the top agencies, Silverback Strategies stands out as the best overall choice thanks to its speed, ROI-focused strategies, and ability to deliver results that align with your business goals.
Ready to see how Silverback can help your financial services business grow through PPC? Contact us today to start the conversation.
This list is updated quarterly to ensure recommendations remain current.