OpenServed

Best Finance Branding Agencies (2026) – Ranked by Case Studies

Trez Client-verified
Branding, Web Design
Finance
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  • Refined digital presence reflecting precision and modern financial strategy
Branding, Web Design
Finance
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  • Website redesigned for a financial management platform serving U.S. entrepreneurs
IC Credit Union Client-verified
Branding, Web Design, SEO
Finance
51-200 Employees
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Fitchburg, MA
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  • 32% increase in organic traffic
  • 26% increase in ranking keywords
UK Money Solutions Client-verified
Branding, Web Design, SEO
Finance
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  • Brand identity, custom website and SEO delivered
Branding, Web Design, Social Media Ads
Finance
201-500 Employees
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Latham, NY
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  • Monthly web traffic up 50,000+
  • 160% increase in social engagement
  • 20,000 member growth; supported 2 credit union acquisitions
Branding, Social Media Ads, PPC
Finance
201-500 Employees
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Sidney, NY
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  • 225% increase in monthly web traffic and 300% in social engagement
  • 7,000 member growth and $244M in asset growth
  • CUNA Diamond Award winner
Branding, Web Design, Social Media Ads
Finance
11-50 Employees
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Stroudsburg, PA
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  • 250% increase in monthly web traffic
  • 200% increase in social engagement
  • 1,500 member growth and $53M in asset growth
Branding, Web Design, Web Development
Finance
1K-5K Employees
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New York, NY
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  • 200% Increase in Organic Traffic
  • 707 Newly Ranked Keywords
  • 36 Keywords on 1st page of Google
Branding, Web Development, Web Design
Finance
11-50 Employees
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Stamford, CT
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  • 7% Increase in total visits
  • 21.8% Increase in pages visited per session
Branding, Web Development, PPC, SEO, Web Design
Finance
11-50 Employees
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Freehold, NJ
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  • +41% Increase in Backlinks
  • +48% Increase in Referring Domains
  • 96 Page Speed Score
Branding, Content Marketing
Finance
10K+ Employees
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Lake Success, NY
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  • 92% increase in company-wide web traffic
  • 36% growth in company-wide sales leads
  • 57% growth in qualified leads for premier accounts
  • Record fiscal 2021 revenue of $4.99B
Web Design, SEO, Branding
Finance
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Albuquerque, NM
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  • 614% increase in website traffic
  • 266% increase in pipeline
  • 489% increase in pageviews
  • 160% increase in organic search sessions
Branding
Finance
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Purchase, NY
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  • Brand positioning as "the approachable experts"
  • New communication architecture
  • Template and graphics library for marketing and sales
Branding, Content Marketing
Finance
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Stamford, CT
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  • Brand and launch for VantageScore 3.0
  • Trade show takeover and trade ads
  • Website traffic spiked after launch
Branding, Content Marketing
Finance
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Irvine, CA
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  • $1.7B AUM reached in 2025
  • Client since 2010
Branding, Content Marketing
Finance
51-200 Employees
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Boise, ID
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  • Brand refresh unveiled at MBA CREF24
Web Design, Branding, PPC
Finance
11-50 Employees
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Langley, Canada
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  • 7x more website visitors
  • 10,000s of video views
  • 1 new website
Branding, Lead Generation, SEO
Finance
51-200 Employees
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Baton Rouge, LA
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  • 11,410 qualified leads in 12 months
  • 3.01% sitewide conversion rate
  • 1,200% organic traffic growth
PPC, Branding
Finance
201-500 Employees
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Houston, TX
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  • 47% increase in MQLs for auto loans
  • 267 more MQLs year over year
  • 34% conversion rate
  • 12% decrease in cost per conversion
Social Media Ads, Branding, Lead Generation
Finance
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Ottawa, Canada
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  • 151,000+ LinkedIn impressions and 5,700 clicks
  • 4% average click-through rate
  • 7.05% CTR on top campaign, 900%+ above LinkedIn average
  • 5,800 matched LinkedIn members in target investor audience
Branding, Web Design, Web Development
Finance
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  • Delivered branding, collateral, video, voice and web
  • Mobile-friendly website replaced a hard-to-use site
Branding, Web Design, Social Media Ads
Finance
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  • Delivered full brand overhaul from print to digital, social and video
Branding, Content Marketing, AI
Finance
201-500 Employees
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Toronto, Canada
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  • CA$4.78 billion in growth contribution
  • 27.01% brand lift in the Canadian market
Branding, Web Design
Finance
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  • New logo and contemporary website for an investment firm
Branding, Web Design
Finance
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  • Branding and website establishing a professional digital presence for a wealth management firm
Branding, Web Design, Web Development
Finance
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  • Refined brand and clearer messaging
  • Simplified website experience on a flexible system the team can manage
Branding, Content Marketing
Finance
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  • Marketing overhaul for a 29-year-old retirement firm
  • 27 months and counting as design and marketing partner
Branding
Finance
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Santa Clarita, CA
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  • Delivered Brand Development and Pitch Deck Design
Branding
Finance
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  • Logo, branding and marketing assets for a firm serving 32,000+ households
Branding
Finance
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  • Elevation leveraged key findings to identify impactful marketing goals including content, design and lead generation to evangelize the GCL brand.
Branding, Web Design
Finance
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  • Naming, brand identity and corporate website for an M&A consultant with $220M+ in assets