Best Finance Digital Marketing Agencies (2026) – Ranked by Case Studies

R17 Ventures AG Visit Website →

Assenagon Asset Management Client-verified

Social Media Ads, Lead Generation

Finance

51-200 Employees

N/A

Munich, Germany

N/A

100% increase in monthly baseline leads
Full tracking and CRM integration
Multi-channel acquisition engine

DCAP Client-verified

Lead Generation, Social Media Ads

Finance

N/A

CHF 75 cost per lead vs CHF 100 benchmark (25% lower)
Target of 50 leads per month
Pre-launch strategy and customer journey mapped

Vibrant Brands Visit Website →

First Financial Federal Credit Union Client-verified

PPC, Social Media Ads, Content Marketing

Finance

N/A

Freehold, NJ

N/A

Google Ads conversions up 1,476% (14.75x)
Cost per click down 85% while the budget was cut 81%
Clicks up 686% and impressions up 444%

Sunmark Credit Union

Branding, Web Design, Social Media Ads

Finance

201-500 Employees

N/A

Latham, NY

N/A

Monthly web traffic up 50,000+
160% increase in social engagement
20,000 member growth; supported 2 credit union acquisitions

Sidney Federal Credit Union

Branding, Social Media Ads, PPC

Finance

201-500 Employees

N/A

Sidney, NY

N/A

225% increase in monthly web traffic and 300% in social engagement
7,000 member growth and $244M in asset growth
CUNA Diamond Award winner

Outbound System Visit Website →

Tortoise Finance Client-verified

Lead Generation, Email Marketing

Finance

N/A

New York, NY

N/A

$200K+ net profit in 2 years
4 new clients in 6 months

Tullius Partners

Lead Generation, Email Marketing

Finance

1-10 Employees

N/A

23 qualified M&A leads in 2 months
38% positive reply rate

Value Buddy

Lead Generation, Email Marketing

Finance

N/A

Louisville, KY

N/A

70 meetings booked in 4 months
12 deals closed

inSegment Visit Website →

IC Credit Union Client-verified

Branding, Web Design, SEO

Finance

51-200 Employees

N/A

Fitchburg, MA

N/A

32% increase in organic traffic
26% increase in ranking keywords

Workers Credit Union

SEO, PPC, Web Development

Finance

N/A

Fitchburg, MA

N/A

631% increase in organic conversions
230% increase in Google Ads conversions
226% increase in social ads conversions

Harvard Alumni Credit Card

Email Marketing, Web Design, Web Development

Finance

N/A

200% increase in total traffic
130% increase in email traffic
120% increase in new visits

Opace Digital Agency Visit Website →

UK Money Solutions Client-verified

Branding, Web Design, SEO

Finance

N/A

Brand identity, custom website and SEO delivered

Physical Gold

SEO, Content Marketing, Web Design

Finance

N/A

60+ new keywords appearing in search results
30+ new first-page Google rankings
No. 1 position for "gold investment brokers"
5x organic traffic

Circle Financial

Web Development, SEO

Finance

N/A

Responsive Joomla website built
Hosting and technical support provided since 2014

Avalaunch Media Visit Website →

Low VA Rates Client-verified

SEO, PPC, Content Marketing

Finance

N/A

Lindon, UT

N/A

More than doubled organic traffic in a year
Doubled traffic and leads

Check City

CRO, SEO, Email Marketing

Finance

N/A

Provo, UT

N/A

11.54% increase in conversions
137 more conversions than control
4% to 6% true increase in conversions

SmartBug Media Visit Website →

StoneX Client-verified

SEO, Web Development

Finance

1K-5K Employees

N/A

New York, NY

N/A

Thousands of pages redirected in a WordPress to HubSpot migration without losing search authority

First State Community Bank

SEO, CRO

Finance

N/A

1,346% increase in blog views

Straight North Visit Website →

DFIN Client-verified

PPC, SEO

Finance

1K-5K Employees

N/A

Chicago, IL

N/A

50 Million Impressions
300% Increase in conversions

Charly Agency Visit Website →

Trez Client-verified

Branding, Web Design

Finance

N/A

Refined digital presence reflecting precision and modern financial strategy

JPG

Branding, Web Design

Finance

N/A

Website redesigned for a financial management platform serving U.S. entrepreneurs

AGI Marketing Visit Website →

Clifford, Ross, Raudenbush & Cooper Client-verified

Local SEO, Web Design

Finance

11-50 Employees

N/A

El Paso, TX

N/A

274% increase in web traffic
3,950% increase in calls from Google My Business
Added 70 new clients over 3 months in 2021
15 client calls per week in tax season, about 5 per week off-season

Create By Influence Visit Website →

Pacific Tax Pros Client-verified

PPC, Social Media Ads, Local SEO

Finance

1-10 Employees

N/A

Pasadena, CA

N/A

$3,734 total ad spend over 4 months
80 new clients acquired
$46.68 cost per acquisition
4.3x return on ad spend
~$16,000 in new revenue

Social Bloom Visit Website →

Best Lending Co Client-verified

Lead Generation, Email Marketing

Finance

1-10 Employees

N/A

San Diego, CA

N/A

$1.4M in pipeline value generated in 3 months
82 SQLs generated
142 leads generated

Digital Neighbor - SEO Agency Visit Website →

The Associates Home Loan of Florida Client-verified

PPC, SEO, Local SEO

Finance

N/A

Tampa, FL

N/A

Google Ads impressions up 42% and clicks up 60% year over year
1,448 conversions, up 21% year over year
127% increase in Google rankings year over year
239K users from SEO, up 26% year over year
Call clicks up 95% and direction requests up 138% year over year

Code Conspirators Visit Website →

KMI Client-verified

SEO, Web Design

Finance

N/A

5-10 qualified leads every month, on schedule

Wakefly, Inc.Visit Website →

Space Coast Credit Union (redesign)

Web Design, Web Development, CRO

Finance

N/A

Melbourne, FL

N/A

235% increase in sales leads
29% increase in daily traffic
40% increase in online applications

Space Coast Credit Union (Kentico migration)

Web Development, Web Design, CRO

Finance

N/A

Melbourne, FL

N/A

235% increase in sales leads
29% increase in daily traffic
40% increase in online applications

Value Line

Web Design, Web Development, CRO

Finance

N/A

New York, NY

N/A

175% increase in Market Focus sign-ups
121% increase in trial sign-ups
13% increase in website users

The Pedowitz Group Visit Website →

Investment Metrics

Web Design, SEO, Branding

Finance

N/A

Albuquerque, NM

N/A

614% increase in website traffic
266% increase in pipeline
489% increase in pageviews
160% increase in organic search sessions

Charles Schwab

Lead Generation, Email Marketing

Finance

10K+ Employees

N/A

Westlake, TX

N/A

$1.1B in RIA opportunities
$120M+ closed won
800 RIAs identified
2X scale

Broadridge

Branding, Content Marketing

Finance

10K+ Employees

N/A

Lake Success, NY

N/A

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

Lounge Lizard Visit Website →

Website Closers

Content Marketing, CRO, Web Design, SEO, Web Development

Finance

51-200 Employees

N/A

Tampa, FL

N/A

8K PPC Conversions in 1 Year
536% Increase in time on-site
4,709 Keywords ranking on Google

Strategic Audit Solutions

Branding, Web Development, PPC, SEO, Web Design

Finance

11-50 Employees

N/A

Freehold, NJ

N/A

+41% Increase in Backlinks
+48% Increase in Referring Domains
96 Page Speed Score

Blue Owl

Branding, Web Design, Web Development

Finance

1K-5K Employees

N/A

New York, NY

N/A

200% Increase in Organic Traffic
707 Newly Ranked Keywords
36 Keywords on 1st page of Google

Coalition Technologies Visit Website →

EMG Acquisition Group LLC dba Minute Loan Center

PPC, SEO, Web Design, Web Development

Finance

51-200 Employees

N/A

Virginia Beach, VA

N/A

187.5% Increase in Clicks
156.4% Increase in Impressions
124.0% Increase in Conversions
31.2% Decrease in Cost per Conversion
27.3% Decrease in Bounce Rate

Maxwell Locke & Ritter LLP

Local SEO, SEO

Finance

201-500 Employees

N/A

Austin, TX

N/A

35.4% Decrease in Bounce Rates
37.3% Increase in Average Session Duration
1,655 Backlinks
67.1% Increase in New Visitor Bounce Rate
1,248% Increase in Backlinks

Allied Wallet

PPC, SEO

Finance

N/A

West Hollywood, CA

N/A

62% Increase in Organic Traffic When
79% Increase in New Organic Users
249% Increase in Social Traffic

Monks Visit Website →

Standard Chartered

Content Marketing, App Development, Experiential Marketing

Finance

10K+ Employees

N/A

London, United Kingdom

N/A

76.4 million total views
1.3 million social comments and engagements
95% positive sentiment
191 earned media coverage pieces

TaxSlayer

Programmatic Advertising, Data & Analytics, CRO

Finance

51-200 Employees

N/A

Augusta, GA

N/A

32% overall decrease in account-wide CPA over managed media lifetime
11% improvement in Prospecting CPA over managed media lifetime
8% improvement in Retargeting CPA over managed media lifetime

Morningstar

Platform Implementation, AI, Web Development

Finance

10K+ Employees

N/A

Chicago, IL

N/A

150+ skilled team members in the Center of Excellence
6-year partnership

Brafton Visit Website →

CFGI

Content Marketing, Email Marketing, Web Design

Finance

501-1K Employees

N/A

Boston, MA

N/A

300+ deliverables produced
100+ booked meetings
97% increase in Page 1 rankings
94% increase in YoY traffic
82 leads generated from LinkedIn ads in a quarter

Daniels Trading

Community Engagement, Content Marketing

Finance

51-200 Employees

N/A

Chicago, IL

N/A

197% increase in Twitter referral traffic
178% increase in social conversions
2000+ more Twitter followers
10% increase in Facebook referral traffic

Consero Global

Email Marketing, Content Marketing

Finance

1K-5K Employees

N/A

Austin, TX

N/A

35% open rate, up from 22%
12% click-to-open rate, up from 2%
120 follow-up calls generated
2 speaking invitations from referral partners

Thrive Internet Marketing Agency Visit Website →

Brazos Higher Education

SEO, PPC, Social Media Ads, Web Design, Content Marketing, Email Marketing

Finance

11-50 Employees

N/A

Waco, TX

N/A

+40% Total Loan Volume
+57% Organic Traffic
+300% Average Monthly Website Visits
+156% Ad Conversions

Longhorn Investments

Content Marketing, Web Design, SEO, Social Media Ads

Finance

11-50 Employees

N/A

Dallas, TX

N/A

+69% Increase in Site Visitors
+37% Organic Traffic
+147% Social Media Traffic
+97% Online Leads

Business Factors

SEO, PPC, Email Marketing

Finance

N/A

+546% Conversion Rate
+1,118% Organic Keyword Rankings
+317% Ranked Pages
+15% Funded Deals

KlientBoost Visit Website →

Fast Capital 360

PPC, Web Design, CRO

Finance

11-50 Employees

N/A

Newtown, PA

N/A

28% Decrease in Cost per Acquisition
17% Increase in Click-Through Rate
32% Increase in Conversion Volume
31% Increase in Conversion Rate

Bankers Healthcare Group

PPC, CRO

Finance

1K-5K Employees

N/A

Davie, FL

N/A

47% Increase in Impressions
70% Increase in Conversion Rate
90% Increase in Ad Spend
83% Increase in Conversions

Fisher Investments

CRO, Web Design

Finance

1K-5K Employees

N/A

Plano, TX

N/A

3 Years to Beat Our Landing Page

Moburst Visit Website →

NewDay USA

Web Design, Web Development, SEO

Finance

501-1K Employees

N/A

Fulton, MD

N/A

273% growth in iOS installs
300% increase in conversions (lead to office visit)
80+ educational articles at launch
~20 new articles added monthly

NewDay USA

Web Design, Web Development, UX Recommendations

Finance

501-1K Employees

N/A

Fulton, MD

N/A

20x increase in candidate office visits
300% increase in conversions (3% to 9% conversion rate)
7x more quality leads in three months vs previous site over six months

Big Leap Visit Website →

Instant Tax Solutions

Social Media Ads, Community Engagement

Finance

11-50 Employees

N/A

Coeur D Alene, ID

N/A

384,000 Facebook Impressions
214.7% Increase in Facebook Followers
2,000+ Visits to Landing Page

TaxHelp MD

SEO, Technical SEO

Finance

11-50 Employees

N/A

West Palm Beach, FL

N/A

7,466% Increase in Organic Traffic
1,122 Keyword Position Increases
212 New Keywords Ranking

Victorious Visit Website →

Citrine Capital

SEO, GEO

Finance

1-10 Employees

N/A

San Francisco, CA

N/A

3x Client Acquisition Goal Achieved
720% Increase in AI Referral Traffic
117% Increase in Organic Sessions

Porte Brown

SEO, GEO

Finance

51-200 Employees

N/A

Elk Grove Village, IL

N/A

416% Increase in Top-3 Keywords
150 AI Overview Citations Gained
105% Increase in Organic Sessions

VOGLIO Digital Marketing Visit Website →

HealthEquity (SEO)

SEO, Content Marketing, Web Design

Finance

1K-5K Employees

N/A

Draper, UT

N/A

80% increase in "HSA" keyword ranking
"HSA" keyword ranking moved #5 to #1 in SERPs
83% increase in "HSA" keyword CTR
253% increase in search visibility

HealthEquity (Paid Media)

PPC, Social Media Ads, CRO

Finance

1K-5K Employees

N/A

Draper, UT

N/A

58% increase in qualified traffic
36% decrease in cost per click

Matchbox Design Group Visit Website →

Front Porch Financial

Branding, Web Design, Web Development

Finance

N/A

Refined brand and clearer messaging
Simplified website experience on a flexible system the team can manage

Gershman Mortgage (Website Rebuild)

Web Design, Web Development

Finance

N/A

Loan application CTAs added under headlines and in the navigation
Randomized loan officer ordering for first-time visitors
Responsive design fixing mobile issues

Nolan & Associates (Website Rebuild)

Web Design, Web Development

Finance

N/A

New site structure and design while keeping existing branding
CMS that simplifies content updates for the internal team

Swarm Digital Marketing Visit Website →

OTC Markets

Web Design, SEO, PPC

Finance

N/A

New York, NY

N/A

Multi-year engagement that grew from a single website redesign
EDGAR Online redesign on Storyblok CMS
Front-end product platform redesign
SEO and paid media
Platform migration and documentation handoff

EDGAR Online

Web Design, Web Development

Finance

N/A

Marketing site built on Storyblok headless CMS
Data-product marketing pages
Responsive build

MarketJoy, Inc.Visit Website →

Treasury Suite

Lead Generation, Email Marketing

Finance

N/A

Salt Lake City, UT

N/A

11 high-quality leads per month on average
1.5-year engagement

Riverside Risk Advisors

Lead Generation, Email Marketing

Finance

N/A

Closed deals with Amtrak and Vonage
A MarketJoy-sourced lead matured into a significant deal

Paypro Corp

Lead Generation, Email Marketing

Finance

N/A

152 high-quality leads in 10 months
About 15 leads per month on average

Merkle Visit Website →

Swisscard

Data & Analytics, Customer Data Platform

Finance

501-1K Employees

N/A

Horgen, Switzerland

N/A

> 40k fully identified end-to-end customer journeys within the first six months
73% attribution accuracy from first touchpoint to qualified application

Funding Circle

Platform Implementation, Marketing Automation

Finance

501-1K Employees

N/A

London, United Kingdom

N/A

40 hours per week time-saving on underwriting operations