Best Finance Email Marketing Agencies (2026) – Ranked by Case Studies
Tortoise Finance Client-verified
Lead Generation, Email Marketing
Finance
N/A
N/A
New York, NY
N/A- $200K+ net profit in 2 years
- 4 new clients in 6 months
Lead Generation, Email MarketingFinance1-10 EmployeesN/AN/AN/A- 23 qualified M&A leads in 2 months
- 38% positive reply rate
Lead Generation, Email MarketingFinanceN/AN/ALouisville, KYN/A- 70 meetings booked in 4 months
- 12 deals closed
Best Lending Co Client-verified
Lead Generation, Email MarketingFinance1-10 EmployeesN/ASan Diego, CAN/A- $1.4M in pipeline value generated in 3 months
- 82 SQLs generated
- 142 leads generated
Lead Generation, Email MarketingFinance10K+ EmployeesN/AWestlake, TXN/A- $1.1B in RIA opportunities
- $120M+ closed won
- 800 RIAs identified
- 2X scale
Lead Generation, Email MarketingFinance1K-5K EmployeesN/ASan Francisco, CAN/A- 8% increase in new bookings
- 75% improvement in MQL accuracy
- 30% faster deal velocity
- 25%+ marketing-sourced bookings
Lead Generation, Email MarketingFinance1K-5K EmployeesN/APhoenix, AZN/A- 12% increase in membership
- 15% increase in engagement rate
Email Marketing, Content MarketingFinance1K-5K EmployeesN/AAustin, TXN/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
Content Marketing, Email Marketing, Web DesignFinance501-1K EmployeesN/ABoston, MAN/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
SEO, PPC, Email MarketingFinanceN/AN/AN/AN/A- +546% Conversion Rate
- +1,118% Organic Keyword Rankings
- +317% Ranked Pages
- +15% Funded Deals
SEO, PPC, Social Media Ads, Web Design, Content Marketing, Email MarketingFinance11-50 EmployeesN/AWaco, TXN/A- +40% Total Loan Volume
- +57% Organic Traffic
- +300% Average Monthly Website Visits
- +156% Ad Conversions
Lead Generation, Email MarketingFinanceN/AN/ASalt Lake City, UTN/A- 11 high-quality leads per month on average
- 1.5-year engagement
Lead Generation, Email MarketingFinanceN/AN/AN/AN/A- Closed deals with Amtrak and Vonage
- A MarketJoy-sourced lead matured into a significant deal
Lead Generation, Email MarketingFinanceN/AN/AN/AN/A- 152 high-quality leads in 10 months
- About 15 leads per month on average
PPC, Content Marketing, Email MarketingFinanceN/AN/APittsburgh, PAN/A- 1,361% increase in organic traffic
- 150+ new leads per month
- Paid search clicks up from 173 to 1,942
- Email-driven visitors up from 379 to 5,539
CRO, SEO, Email MarketingFinanceN/AN/AProvo, UTN/A- 11.54% increase in conversions
- 137 more conversions than control
- 4% to 6% true increase in conversions
Lead Generation, Email Marketing, Social Media AdsFinanceN/AN/AN/AN/A- 16.3x ROI
- Impressions from 10,771 (2017) to 100,662 (2018)
- More new seminar attendees than in previous years
Lead Generation, Email Marketing, Content MarketingFinanceN/AN/AN/AN/A- +161% online leads vs. the previous year
- +130% organic site conversion
- 33.8% nurturing email open rate
- Premium content still generating leads a year later
Email Marketing, Web Design, Web DevelopmentFinanceN/AN/AN/AN/A- 200% increase in total traffic
- 130% increase in email traffic
- 120% increase in new visits
Lead Generation, Email MarketingFinanceN/AN/AN/AN/A- 400%+ return on investment
- First deal closed was about $6,000
- $60,000+ of work closed in the first half of the year
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