Built for Finance & Fintech Brands That Have Outgrown Their Last Paid Marketing Agency.
We help finance & fintech businesses in Miami turn paid marketing into predictable, compliant lead generation. No wasted spend.
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.
Miami finance & fintech is a different game.
We’ve run Paid Marketing here. We know what it takes.
Miami fintech leaders spend $4,800/mo on ads that underperform.
Miami's finance & fintech sector is crowded—but most operators treat paid marketing like retail. Regulatory constraints, generic messaging, and poor local search visibility mean you're competing on price, not value. Your competitors aren't winning because they're better; they're winning because they're visible. Omakaase specializes in compliance-first, data-driven paid strategies that differentiate your firm in a regulated landscape and capture high-intent local search traffic.
The 3 places Miami 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.
The firm was running generic Google Ads targeting broad terms like 'financial advisor' with a $6.50 CPC but converting at <2%. They had no local search visibility for 'wealth advisor in Brickell' or 'financial planner Miami.' Compliance concerns meant zero social media marketing.
Built a hyper-local keyword strategy targeting 'wealth advisor Brickell,' 'fee-only fiduciary Miami,' and 'financial planning for entrepreneurs Miami'—lower volume, higher intent, lower CPC.
— Marcus T.
Founder & Chief Advisor
Read the full case study →BEFORE → AFTER
Monthly Qualified Leads · BEFORE
8
Monthly Qualified Leads · AFTER
34
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, you'll have a predictable, compliant paid marketing engine capturing high-intent local leads at a 30–50% lower cost per lead than industry average. Your visibility in Miami's finance & fintech market will shift from invisible to dominant in your niche.
Compliance & Competitive Audit
We map your regulatory framework (FCA, SEC, FINRA—or equivalent) and audit your competitors' paid strategies in Miami. We identify which channels, messages, and tactics are working locally and which compliance gaps are holding you back. You'll understand exactly where you're visible and where you're invisible.
Local Keyword & Audience Research
We uncover the high-intent, low-competition local search terms your ideal clients use—'financial advisor in Brickell,' 'fintech startup accountant Miami,' etc. We segment your audience by client type, deal size, and service interest. This research is Miami-specific and compliance-aware.
Compliance-First Creative Development
Our copywriters and designers craft ad creative, landing pages, and email sequences that comply with your regulatory requirements while standing out. We avoid generic fintech clichés and build messaging around your unique value, local market position, and client outcomes.
Campaign Build & Launch
We configure Google Search, LinkedIn, and Facebook campaigns using your local keywords, segmented audiences, and compliance-safe creatives. We set conversion tracking, implement lead quality filters, and establish weekly reporting dashboards so you see every dollar's impact in real time.
Optimization & Scaling
Weekly, we test creative variants, adjust bids on high-performing local keywords, refine audience segments, and reallocate budget to your best-converting channels. Every iteration is tested and measured. After 4 weeks, we scale what works and pause what doesn't.
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 Miami finance & fintech brand
The median finance & fintech client after 6 months
A compliance-first, data-driven guide to running paid ads that convert—without regulatory risk. Includes local keyword strategy, creative templates, channel benchmarks, and a 90-day campaign roadmap specific to Miami's finance & fintech market.
Median result across 12 finance & fintech Paid Marketing case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“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 attribution model they built showed us that 40% of our paid conversions had an organic first-touch. We restructured the whole channel mix based on that one insight.”
Chris M.
CMO · Finance Brand
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How do you handle FCA/SEC/FINRA compliance in paid ads?
We build compliance into campaign architecture from day one. Our creative team knows regulatory guardrails; we audit all ad copy, landing pages, and claims before launch. We use disclaimers, validate testimonials, and avoid forbidden language ('guaranteed returns,' 'risk-free,' etc.). No guessing—it's a documented process.
What's your typical client ROI on paid marketing?
Finance & fintech clients average 3.5–8.2x ROAS (return on ad spend) within 6 months. A typical $5K/month spend generates $17.5K–$41K in attributed pipeline. CAC payback occurs in 2–4 months for most clients.
Do you work with smaller finance businesses ($1–2M revenue)?
Yes. Our minimum retainer is $2,000/month, which includes strategy, setup, and management for 1–3 core channels (usually Google Search + LinkedIn). We scale with you; many clients start at $2K and move to $5–8K as campaigns grow.
How long before I see results?
Cost per lead improvements and lead volume increases typically appear in weeks 4–6. Meaningful revenue attribution (closing qualified leads into customers) takes 90–120 days. We provide weekly dashboards so you see data in real time.
What channels do you typically recommend for finance/fintech?
For most Miami finance businesses: Google Search (local intent keywords), LinkedIn (B2B audience targeting), and Facebook/Instagram (awareness + nurture, compliance-safe creative). Channel mix depends on your ICP—we audit and recommend during discovery.
FREE · NO COMMITMENT · 48HR TURNAROUND