Built for Finance & Fintech Brands That Have Outgrown Their Last Paid Marketing Agency.
Austin finance & fintech leaders waste $4,500/mo on generic campaigns. We turn compliance into competitive advantage.
8 of our last 10 finance & fintech clients saw measurable organic growth within 6 months
We do our best work for one kind of client.
Not every brand is the right fit for how we work. Here’s how to tell if you are.
That’s your profile. Let’s find out if we’re a fit →
EQUALLY IMPORTANT
We are probably not the right fit if...
You need results in 30 days. Paid Marketing doesn't work that way, and anyone who says it does is lying to you.
You want to own the strategy internally and outsource only execution. We work as strategic partners, not vendors.
Your budget is under $2,000/month. We can't do our best work at that level.
The brands we work best with are past the “let’s try Paid Marketing” phase. They know it works. They want it done properly.
Austin finance & fintech is a different game.
We’ve run Paid Marketing here. We know what it takes.
Your paid ads are leaving money on the regulatory table.
Austin's finance & fintech sector faces a unique paradox: intense SaaS-driven competition paired with strict marketing guardrails. The 58,000 SMBs in the metro spend aggressively, but most lack the expertise to blend compliant messaging with high-intent audience targeting. Local search visibility for financial advice is fragmented—large banks dominate broad terms, leaving mid-market players invisible. Paid marketing done right here isn't about volume; it's about precision, trust-signals, and regulatory confidence.
The 3 places Austin finance & fintech brands leave revenue on the table
Every engagement starts with a structured audit. These patterns show up in 9 out of 10 finance & fintech brands we assess — regardless of size or previous agency history.
Don’t take our word for it.Here’s what we actually delivered.
Running Google Ads with generic B2B copy, targeting entire US. Cost-per-lead: $310. Compliance team flagged 60% of messaging as risky. No local Austin presence despite being HQ'd in East 6th Street corridor.
Restructured campaigns around 5 hyper-local Austin intent keywords + regional SaaS founder audiences
— Sarah M.
VP Growth
Read the full case study →BEFORE → AFTER
Monthly Pipeline Value · BEFORE
$24,000
Monthly Pipeline Value · AFTER
$127,000
You shouldn’t have to wonder what your agency is doing with your money.
Every Friday, you get a Loom from your strategist. Not a report — a walkthrough. What changed, what we’re doing about it, what to expect next week. Several clients have told us it’s the first time Paid Marketing has ever made sense to them.
From audit to measurable growth, step by step
After 90 days, your paid campaigns are compliant, profitable, and competitive. You own a replicable system that turns Austin's high-intent finance & fintech audience into qualified leads—at half the cost-per-lead of your current spend.
Compliance-First Audit
We analyze your current paid campaigns, website copy, and legal guardrails. We identify where generic messaging breaks compliance or wastes spend. We map Austin's local search landscape and competitor positioning.
Audience & Intent Mapping
We segment Austin's finance & fintech decision-makers: SMB owners, CFOs, solopreneurs, real estate investors. We identify high-intent keywords with low-competition local modifiers. We build audience personas that align with your compliance window.
Trust-Driven Creative & Copy
Our copywriters craft compliance-native messaging that builds authority, not hype. We A/B test credibility signals: credentials, case studies, local testimonials, regulatory certifications. Every ad tells a story, not a sales pitch.
Campaign Launch & Optimization
We launch on Google Ads, LinkedIn, and Meta with week-1 win conditions: lead volume, quality score, conversion rate. We monitor compliance metrics daily. We pivot budget to top-performing audience segments within 48 hours.
Monthly Performance & Scaling
We deliver monthly reports tying paid spend to revenue impact. We identify scaling opportunities: new keywords, geographic expansion, lookalike audiences. We renegotiate budgets quarterly based on data, not gut feel.
The honest difference
We’re not going to call other agencies bad. We’ll just be clear about how we’re structured differently — and let you decide what matters.
| Omakaase | What we hear from most agencies | |
|---|---|---|
| Contracts | ✓ Month-to-month. Walk away any time. | 12-month minimum (standard) |
| Who's on your account | ✓ Senior strategist. Doesn't rotate. | Account manager, often junior, rotates 6–12 months |
| Reporting cadence | ✓ Weekly Loom video + live dashboard | Monthly PDF report |
| Attribution model | ✓ Revenue-connected from Day 1 | Rankings + traffic only |
| Cost transparency | ✓ You see where every dollar goes | Black-box retainer |
What this typically looks like for a Austin finance & fintech brand
The median finance & fintech client after 6 months
Get our 2026 compliance-first paid strategy used by Austin's fastest-growing fintech & advisory firms. Includes budget allocation templates, keyword lists, and regulatory red-flags.
Median result across 12 finance & fintech Paid Marketing case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“We'd been paying a premium for a 'strategic' agency that was running auto-bidding with a nice deck attached. The comparison when we switched was embarrassing.”
Nina P.
Head of Growth · SaaS Company, $7M ARR
“We were spending $45K/month on Google Ads with a 1.8x ROAS. Within 90 days, same budget, 3.4x. No magic — just proper account structure and attribution nobody had bothered to build.”
Alex C.
VP Marketing · DTC Brand, $12M revenue
“They rebuilt our entire campaign architecture from scratch. The old setup was wasting about a third of our spend on audiences that hadn't converted in two years.”
Rachel N.
CMO · B2B Tech
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How do you handle FCA/SEC compliance in paid ads?
We work with your legal team from day one. Our copywriters are trained in financial compliance messaging. Every ad draft goes through internal compliance review before launch. We avoid performance claims, hype, and unsubstantiated promises—instead, we lead with credibility, certifications, and third-party validation. We've guided 40+ finance & fintech clients through this seamlessly.
What's the typical cost-per-lead for Austin finance & fintech?
Industry average is $120–$310. We typically reduce this to $60–$150 within 90 days through audience segmentation, trust-driven creative, and local intent targeting. Your actual CPL depends on your service type, niche, and ACV—we provide a bespoke forecast after the audit.
How long before we see results?
Week 1–2: You see campaign data, lead volume, and quality metrics. Week 4: Enough data to optimize. Week 12: Scalable, profitable playbook. Most clients are profitable (3:1 ROAS+) by month 3. If not, we adjust strategy at no extra cost.
Do you work with retainer or project-based pricing?
Both. Retainer (strategic partnership, ongoing optimization): $3,500–$8,500/mo depending on ad spend and complexity. Project-based (launch & optimize 90-day sprint): $8K–$15K one-time. Most finance & fintech clients choose retainer—it's cleaner, more collaborative, and gives us skin in the game.
Can you help with local search (Google Business Profile, reviews)?
Yes, but that's separate. Our paid marketing focus is Google Ads, LinkedIn, and Meta. We partner with local SEO specialists for GBP optimization, review generation, and local citation building. We'll connect you if needed.
FREE · NO COMMITMENT · 48HR TURNAROUND