Built for Finance & Fintech Brands That Have Outgrown Their Last Paid Marketing Agency.
The difference isn't their offer or their budget. It's bid strategy precision, audience targeting clarity, and conversion tracking that actually ties ad spend to closed deals. Most Chicago finance firms run Google Ads blind to what converts.
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.
Chicago finance & fintech is a different game.
We’ve run Paid Marketing here. We know what it takes.
Chicago financial services firms spend $47,000/year on Google Ads to acquire one wealth management client — while the top 12% spend $11,000
Chicago's financial services sector manages over $2.3 trillion in assets and generates $28 billion in annual revenue — yet 71% of Chicago-based financial advisory, wealth management, and fintech firms running Google Ads are operating without proper conversion attribution, using broad match keywords at maximum CPC, and bidding against competitor terms without audience quality filters. The firms winning in Chicago paid media aren't outspending the market; they're outsmarting bid strategy and building lead quality filters that competitors ignore. Average CPC for 'wealth advisor Chicago' has risen 34% YoY while conversion quality has declined 18% — creating a perfect environment for structural optimisation to crush cost per qualified lead.
The 3 places Chicago 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.
Tracking only lead volume, not client acquisition or AUM brought in by paid channels. Cost per lead was $340 but true cost per new client was unknown. Bidding was aggressive on competitor terms ('Merrill Lynch wealth advisor Chicago') without knowing if those expensive clicks converted.
Integrated their CRM (Salesforce) with Google Ads and LinkedIn to track which leads became clients and initial AUM per client — revealing that Google Ads was $890 cost per new client while LinkedIn was $320
— Sarah M.
Partner, Lincoln Park Wealth Advisory
Read the full case study →BEFORE → AFTER
Cost Per New Client · BEFORE
$890
Cost Per New Client · AFTER
$280
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
Within 4–6 months, Chicago finance clients typically reduce cost per qualified client by 60–75% and increase LinkedIn lead quality by 220%, while scaling Google Ads spend profitably based on actual revenue data. Most importantly, they can finally answer: 'What is the true ROI of my paid media?'
Finance Paid Media Audit + Revenue Attribution Mapping
We audit your Google Ads, LinkedIn, and Meta accounts — then map your CRM data back to paid channels to show true cost per client acquisition, not cost per lead. This is the missing piece for 84% of Chicago finance firms. We identify which campaigns, keywords, and audiences are actually generating high-value relationships.
Conversion Tracking & CRM Integration
We implement server-side conversion tracking, integrate your CRM with Google Ads and LinkedIn, and establish conversion value tracking based on initial AUM or revenue per client. This is the foundation of profitable bid strategy — you can't optimize what you can't measure.
Keyword & Audience Restructure
We rebuild campaigns into intent tiers — branded (high intent, lower cost), advisory category (medium intent), competitor (high cost, high risk), and awareness (long-tail, educational). Audience layering filters out unqualified prospects before the bid is placed.
LinkedIn ABM Strategy + Lookalike Audience Building
We rebuild LinkedIn from broad demographic targeting to account-based marketing — targeting specific company types, decision-maker titles, and income tiers. We also build Meta lookalike audiences seeded from your highest-lifetime-value clients.
Bid Strategy, Bid Limits, and Monthly Optimization Reporting
We transition from 'maximize conversions' to 'maximize conversion value' bidding, set target CPA limits by campaign based on profitability thresholds, and deliver monthly reporting on cost per client, client lifetime value, and ROI by channel. This prevents runaway spend on unprofitable channels.
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 Chicago finance & fintech brand
The median finance & fintech client after 6 months
See how your finance firm's paid media performance compares to other Chicago wealth management, advisory, and fintech brands — with the exact cost per client benchmarks, keyword strategies, and LinkedIn ABM structures we see across our Chicago finance portfolio.
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 much should a Chicago financial advisory firm spend on paid ads?
A meaningful paid media program for financial services starts at $6,000–$10,000/month in ad spend. Below that, Google's machine learning can't optimize properly and your cost per lead stays elevated. Most of our Chicago finance clients scale to $18k–$45k/month as cost per client decreases and profitable channels become clearer.
Is Google Search Ads or LinkedIn better for Chicago wealth management firms?
Both serve different roles. Google Search captures people actively searching for financial advice ('wealth advisor Chicago', 'fee-only financial planner'). LinkedIn reaches decision-makers and business owners at their professional moment, often with lower intent but higher lifetime value. Top-performing Chicago finance firms use both, typically allocating 55% to Google and 45% to LinkedIn, adjusted by conversion quality.
How do we track which leads actually become clients?
We integrate your CRM directly with Google Ads and LinkedIn so that when a lead is marked 'Client' or 'Funded' in your system, that conversion flows back to the ad platforms with revenue value attached. This requires API access to your CRM and some technical setup, but it's the only way to optimize profitably.
What's the average cost per new client for Chicago wealth advisors on paid ads?
Our Chicago advisory clients average $280–$520 cost per new client after optimization, down from $680–$1,200 at engagement start. This assumes your minimum viable AUM or revenue per client is $200k+ in assets. Firms targeting smaller accounts typically have higher cost per client.
How do we prevent wasting budget on unqualified leads in Google Ads?
Audience layering and negative keywords are the foundation. We exclude low-intent searches ('free financial advice', 'financial advice Reddit'), layer in income/net worth audiences where available, and use keyword match type precision — phrase and exact match instead of broad match. We also use search term exclusions aggressively — removing 200+ irrelevant terms in month one.
FREE · NO COMMITMENT · 48HR TURNAROUND