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Get your free proposal See transparent pricingCompliant digital marketing for wealth managers, fintech companies, and financial institutions — built to generate qualified leads without regulatory risk.
Sample work
8 fictional finance brands we designed and built to production standard. Click through the real, multi-page sites.
Finance
“Fiduciary planning across generations”
Independent RIA. Fiduciary, generational, conservative.
19 pages · Calculator tool · Open demo →
Finance
“Funded in 24 hours”
Direct personal lender. Speed + soft-pull rate transparency.
18 pages · Configurator tool · Open demo →
Finance
“Banking owned by you”
Community credit union. Members-not-customers messaging.
32 pages · Quiz tool · Open demo →
Finance
“Your year-round finance department”
Recurring client-accounting-services CPA firm: monthly bookkeeping/payroll/advisory/CFO retainers, not a seasonal 1040 mill. Ledger-minimal, published pricing.
11 pages · Quiz tool · Open demo →
Finance
“One application. Twenty-six lenders.”
Independent Canadian mortgage brokerage. Broker-vs-bank clarity, real mortgage math, transparent compensation.
12 pages · Calculator tool · Open demo →
Finance
“We shop it. You choose.”
Independent multi-carrier personal-lines agency. Plain-language coverage education, commission honesty, a gap-finding coverage checkup: no fake premiums anywhere.
14 pages · Quiz tool · Open demo →
Finance
“No guaranteed scores. No advance fees. The honest way through.”
Honest credit-repair + debt-relief counseling firm. The anti-scam playbook IS the positioning: CROA-compliant after-the-work billing, published can/can't-do lists, a who-we-turn-away section, and a free-review wizard that tells some visitors not to hire anyone.
11 pages · Quiz tool · Open demo →
Finance
“Taxes done in person. Fees posted first.”
A neighborhood tax office with fees by return type posted as examples, a fee estimator, a printable what-to-bring checklist, a neutral refund-advance explainer, IRS letter help, three drawn storefront locations and a 5-step appointment request. No refund promises.
16 pages · Fee estimator tool · Open demo →
Compliance First
Financial marketing requires precision. Every campaign we run is built for regulatory compliance from day one.
Every ad, landing page, and content piece is reviewed for regulatory compliance before launch — no disclaimers missed, no risk of enforcement action.
Client data flows through SOC 2 compliant systems with end-to-end encryption. Your prospects' personal and financial information stays protected.
Lead capture forms and application pages meet PCI DSS standards. Sensitive data is tokenized at collection and never stored in plaintext.
Every campaign change, content approval, and budget adjustment is logged with timestamps and user attribution — ready for compliance review at any time.
Track the complete prospect journey from first touchpoint to signed client across organic, paid, email, and referral channels with transparent reporting.
Custom dashboards built for financial services KPIs — AUM pipeline, lead quality scoring, cost per qualified lead, and client acquisition cost.
Who We Serve
HNW client acquisition through thought leadership content, compliant paid search, and referral optimization.
Growth marketing for SaaS platforms — product-led content, app store optimization, and performance paid media.
Multi-line lead generation with geo-targeted campaigns, quote funnel optimization, and agent recruitment marketing.
Community bank marketing with local SEO, deposit growth campaigns, and digital account opening funnels.
Institutional brand positioning, investor relations content, and compliant digital advertising for funds and ETFs.
Seasonal campaign management, professional services SEO, and client retention programs for CPA firms.
Reporting
Financial services sales cycles are long, so reports follow a lead from first inquiry to signed client.
Inquiries that match your client criteria, kept separate from unqualified or duplicate contacts.
Total marketing spend divided by the clients it brought in, tracked by service line.
Which channel and campaign each prospect came from, so you can see what feeds your pipeline.
Ad copy and landing pages go to your compliance team for sign-off before they go live.
How To Choose
Financial marketing is not the same job as marketing a restaurant or a retail shop. Google treats money and investment topics as "Your Money or Your Life" content, holding it to a stricter trust and quality bar than almost any other category. Here is what actually separates a good fit from a bad one.
01 · Ask for proof, not a pitch
Because financial content sits under Google's stricter YMYL quality bar, an agency's playbook for a general small business often does not transfer to a bank, advisor, or insurer. Ask to see real work in wealth management, fintech, insurance, or banking, not just a client-logo wall. We publish our own finance sample sites so you can judge the work before you ever talk to us.
See our finance sample sites02 · Get it in writing, before the call
Financial firms usually need sign-off from a partner, board, or compliance officer before spending a dollar on marketing. An agency that hides its pricing behind a sales call adds a step most finance buyers do not have time for. Ours is published in full.
See full pricing03 · Stay free to leave
Compliance requirements, licensing, and vendor risk reviews all change over time in financial services, so a marketing vendor should not lock you in past the point it still makes sense. A month-to-month agreement means the agency has to keep earning the relationship, not coast on a signature. We run every engagement month-to-month with a 30-day guarantee.
04 · Numbers your compliance officer can use
Financial sales cycles often run six to twelve months, so a report full of clicks and impressions will not tell you much on its own. Ask how an agency ties spend to qualified leads and pipeline, and whether every campaign change is logged with a timestamp for your own audit trail.
05 · Keep the keys
Your Google Ads account and your client data should sit in accounts you control, not the agency's. If you ever switch providers or bring marketing in-house during a license transfer or audit, ask up front what moves with you and what you can export.
Transparent Pricing
Our price is public, so you can budget before your first call. Setup is $0, the plan runs month-to-month with no long-term contract, and a 30-day guarantee applies: if the first 30 days do not show real work and results, that month is free.
$1,000 USD a month ($1,350 CAD). A custom website built to rank, hosting and care, basic SEO and AI search setup, and the SearchPod dashboard with CRM, booking and email follow-ups. Full details at /pricing.
We take on full SEO and AI search, Google Ads and Meta Ads, aimed at real searches your clients and prospects type. The fee is based on the results we bring in, with exact terms in your proposal.
Separate from our fee. It goes straight to Google or Meta, in full, with no markup from us.
Frequently Asked Questions
Every piece of content, ad copy, and landing page goes through a compliance review process before it goes live. We maintain templates pre-approved for SEC, FINRA, and state-level requirements. Our team has deep experience with financial advertising regulations and works alongside your compliance officer to ensure nothing gets published without proper disclosures and disclaimers.
Financial services face unique constraints — regulatory compliance, longer sales cycles, high-value client acquisition, and trust-building requirements. We specialize in strategies that work within these constraints: compliant content marketing, thought leadership SEO, qualified lead scoring, and multi-touch attribution that tracks prospects from first click to signed client.
We track metrics that matter to your business: qualified lead volume, cost per qualified lead, AUM pipeline value, client acquisition cost, and lifetime value projections. Our attribution models account for the long sales cycles typical in finance — connecting marketing touchpoints to revenue even when the journey spans 6–12 months.
Absolutely. We integrate into your existing compliance workflow — submitting content for review, incorporating feedback, and maintaining an approval audit trail. Many of our financial clients use pre-approved content frameworks that accelerate the review process while maintaining full regulatory compliance.
We work across the financial services spectrum — wealth management firms, fintech companies, insurance carriers and agencies, community banks, credit unions, investment firms, and accounting practices. Each sub-vertical gets a tailored strategy that addresses its specific regulatory environment, client acquisition model, and competitive landscape.
SearchPod is a retainer that starts at $1,000 USD a month ($1,350 CAD) for the Platform plan. It covers a custom website, hosting and care, basic SEO and AI search setup, and the SearchPod dashboard. The Performance plan is optional: we run full SEO, Google Ads and Meta Ads, and the fee is based on results, as written in your proposal. There are no setup fees, it is month-to-month with no long-term contract, and ad spend goes to Google or Meta in full.
Look for real experience in financial services that you can see for yourself, not just a claim on a sales call. Check that pricing is public before you ever have to ask, and that contracts run month-to-month instead of locking you in for a year. Make sure your ad accounts and client data stay yours no matter who you hire, and that reporting is something you can actually read and hand to your compliance team.
Yes. Your Google Ads account and your client data stay in accounts you control, not ours. Your website runs on the SearchPod platform, so it switches off if you cancel, but you can export your leads, bookings, reports, and the words and photos you gave us. Your domain stays yours.
No. Every plan is month-to-month, with no long-term contract to sign. There is also a 30-day guarantee: if the first 30 days do not show real work and real results, that month is free.
Get a compliant marketing strategy tailored to your firm — no regulatory risk, just qualified leads and measurable growth.