Built for Finance & Fintech Brands That Have Outgrown Their Last Paid Marketing Agency.
Compliance-first paid marketing that cuts through regulatory noise and builds qualified leads in your local market.
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.
Houston finance & fintech is a different game.
We’ve run Paid Marketing here. We know what it takes.
Houston fintech leaders waste $840K yearly on unmeasured ad spend
Houston's ~120,000 SMBs in finance and fintech operate in one of the most heavily regulated digital marketing environments in the US. Most agencies treat finance like any other vertical—they can't. Your competitors aren't just fighting for attention; they're fighting strict FCA and SEC guidelines while competing against national brands with unlimited budgets. The real opportunity? Local search demand for financial advice is rising, but fewer than 12% of Houston fintech businesses rank in local pack results or own their Google Ads messaging around compliance.
The 3 places Houston 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.
Their Google Ads campaigns were being rejected or de-prioritised due to overly-aggressive financial language. They were also bidding on broad keywords ('financial advisor') and losing to national robo-advisor platforms. Local search visibility was minimal despite high intent from Houston-area business owners.
Rewrote all ad copy to comply with SEC/FCA messaging rules while maintaining conversion intent (no 'guaranteed returns', emphasised 'personalised' and 'local expertise')
— Michael T.
Founder & Chief Investment Officer
Read the full case study →BEFORE → AFTER
Monthly Marketing ROI · BEFORE
$1.80
Monthly Marketing ROI · AFTER
$5.40
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 6 months, you'll own a compliant, high-converting paid marketing engine that attracts qualified Houston leads at a 40–60% lower cost than your current spend. More importantly, every dollar is measurable, optimised, and aligned with your actual sales cycle—not vanity metrics.
Compliance & Market Audit
We map your current paid spend, audit ad creative for regulatory risk, and identify which Houston fintech keywords you're missing. We also analyze your competitor's messaging to find gaps in their compliance approach.
Audience & Intent Mapping
We segment Houston's finance & fintech buyer personas—from DIY investors to business owners seeking advisory—and map their search journey. This feeds into tightly targeted ad sets that respect compliance while driving intent.
Compliant Creative Development
Our copywriters and designers build ad creative that passes platform review, lands on regulatory guardrails, and converts. Every asset is tested against FCA/SEC messaging rules before launch.
Campaign Launch & Optimization
We launch campaigns across Google Ads, LinkedIn, and Facebook/Instagram with local Houston targeting and strict bid management. Daily monitoring ensures compliance and performance.
Lead Quality & ROI Refinement
We track lead quality through your sales pipeline, measure time-to-close, and adjust bidding and creative based on true conversion value. This transforms cost-per-lead into cost-per-client.
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 Houston finance & fintech brand
The median finance & fintech client after 6 months
See how your paid marketing spend stacks up against 200+ Houston finance & fintech businesses. Includes cost-per-lead benchmarks, channel effectiveness rankings, compliance best practices, and a custom opportunity score for your vertical.
Median result across 12 finance & fintech Paid Marketing case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“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
“Finally, an agency that talks about margin, not clicks. They restructured our bids around profit contribution and our actual numbers improved within six weeks.”
Tom B.
Founder · E-commerce, $5M revenue
“Google Ads was our biggest cost centre. It's now our highest-margin acquisition channel. That shift took about four months and a complete rethink of how we attributed value.”
Lisa W.
CEO · Retail Brand, $9M revenue
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How do you handle compliance in ads when regulators are so strict?
Compliance is built into our copywriting, not bolted on afterward. Every ad is written with FCA/SEC guardrails in mind—no 'guaranteed returns,' no vague promises. This actually increases conversion because prospects trust you more. We also maintain an internal compliance playbook updated quarterly as regulations shift.
What's the minimum monthly budget to work with Omakaase?
We typically recommend $3,000–$5,000/month in ad spend to generate meaningful volume and allow for proper testing. If your current spend is lower, we'll help optimise your existing budget first before scaling. Our retainer ranges from $1,800–$8,000/month depending on channel complexity and service scope.
Do you work with fintech startups or only established firms?
We work with both. Early-stage fintech founders often have tight budgets but high-intent audiences; established advisors have larger budgets but face more competitive landscapes. Our approach scales to your maturity level. What matters is that you have a clear customer definition and sales process we can map to.
How long before we see results?
You'll see campaign performance data within 2 weeks of launch. Lead volume usually builds in weeks 4–6. Meaningful ROI (cost per client, not just cost per lead) typically becomes visible in months 2–3. We provide weekly dashboards so you're never in the dark.
What if our sales team isn't equipped to handle more leads?
Great question—it happens often. Part of our discovery is understanding your sales capacity. If your team can only handle 5 qualified leads/month but we're generating 15, we throttle spend and focus on quality over quantity. Sometimes we recommend a brief pause to hire or train before scaling further. Your growth should match your ops.
FREE · NO COMMITMENT · 48HR TURNAROUND