OpenServed

Best Finance Social Media Ads Agencies (2026) – Ranked by Case Studies

R17 Ventures AGVisit 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
N/A
N/A
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 BrandsVisit Website →
First Financial Federal Credit Union Client-verified
PPC, Social Media Ads, Content Marketing
Finance
N/A
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
LYFE MarketingVisit Website →
Enrado Capital Client-verified
Social Media Ads
Finance
N/A
N/A
Centennial, CO
N/A
  • 148% Lead Growth Month-Over-Month (132 to 328 Leads)
  • Nearly Flat Ad Spend
Loan Cabin
Social Media Ads
Finance
51-200 Employees
N/A
Lombard, IL
N/A
  • 201 Leads in 30 Days at $6.00 Cost Per Lead
Create By InfluenceVisit 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
Thrive Internet Marketing AgencyVisit Website →
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
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
Big LeapVisit 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
WebFXVisit Website →
The Difference Card
SEO, Social Media Ads, PPC, CRO, Web Design
Finance
51-200 Employees
N/A
White Plains, NY
N/A
  • 77% YoY increase in producer proposal requests
  • 31.6% increase in traffic to service pages
  • 84% YoY increase in revenue attributed to digital marketing
  • 43.1% YoY increase in organic sessions
AnamorphiqVisit Website →
CBP Capital
Social Media Ads, Branding, Lead Generation
Finance
N/A
N/A
Ottawa, Canada
N/A
  • 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
FratzkeVisit Website →
SurePath Capital Partners
SEO, Content Marketing, Social Media Ads
Finance
N/A
N/A
Toronto, Canada
N/A
  • Website traffic up 106%
  • Ranking keywords up 3x
  • Social traffic up 10x
PixatedVisit Website →
ActivTrades
Social Media Ads
Finance
N/A
N/A
London, United Kingdom
N/A
  • 102% increase in LinkedIn impressions YoY
  • 74% increase in French Facebook reach
  • 100% increase in Italian LinkedIn impressions
PropeloMediaVisit Website →
Lee Ng & Associates
Lead Generation, Email Marketing, Social Media Ads
Finance
N/A
N/A
N/A
N/A
  • 16.3x ROI
  • Impressions from 10,771 (2017) to 100,662 (2018)
  • More new seminar attendees than in previous years
Communications Strategy Group (CSG®)Visit Website →
ScholarShare 529 (TIAA)
Content Marketing, Social Media Ads
Finance
N/A
N/A
N/A
N/A
  • $10 billion in assets under management in 2020
  • 24% increase in new account openings
  • 17% increase in account contributions
  • 50% share of voice among top 10 U.S. 529 plans
  • 72 media mentions
VOGLIO Digital MarketingVisit Website →
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
Lucie ContentVisit Website →
Regent Peak Wealth Advisors
Web Design, Content Marketing, Social Media Ads
Finance
N/A
N/A
N/A
N/A
  • Website, content and social media launched for a new advisory firm in 2020
Mighty 8th MediaVisit Website →
Harmon Financial
Branding, Web Design, Social Media Ads
Finance
N/A
N/A
N/A
N/A
  • Delivered full brand overhaul from print to digital, social and video