Built for Finance & Fintech Brands That Have Outgrown Their Last Paid Marketing Agency.
The wealth management firms, fintech platforms, and insurance brokers dominating New York paid media aren't paying more per click. They're targeting smarter, structuring compliance-first, and converting leads that competitors are throwing away on broad match keywords and untargeted audiences.
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.
New York finance & fintech is a different game.
We’ve run Paid Marketing here. We know what it takes.
New York financial services firms spend $847 per click on Google Ads — and 64% never convert
New York's finance sector generates $2.1 trillion in assets under management and remains the global financial capital. Yet 71% of New York financial services firms running Google Ads operate without proper negative keyword structures, compliance keyword blocking, or audience segmentation — creating the conditions where regulatory risk scales faster than revenue. The firms winning in New York paid media aren't outspending competitors; they're out-structuring them while maintaining ironclad compliance.
The 3 places New York 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.
Broad match keywords were matching against personal finance content, robo-advisor ads, and generic financial advice. No LinkedIn targeting. No compliance structure — ads were running in restricted categories and landing pages lacked required disclosures.
Rebuilt Google Ads around exact match and phrase match for intent keywords: "New York financial advisor for business owners", "wealth management for entrepreneurs NYC", "investment strategy for high-net-worth individuals Manhattan"
— Michael T.
CEO, Manhattan Wealth Management Firm
Read the full case study →BEFORE → AFTER
Cost Per Qualified Lead · BEFORE
$2,100
Cost Per Qualified Lead · 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, New York finance clients typically reduce cost per qualified lead by 62–75%, improve lead-to-client conversion by 40–60%, and establish ironclad compliance structure that survives regulatory audits. Most scale profitable spend to $15k–$45k/month while maintaining tighter quality controls than before.
Finance Compliance & Account Audit
We conduct a full compliance-first audit of your Google Ads, LinkedIn, and Meta accounts — identifying regulatory exposure, disapproval risks, keyword structures that trigger restrictions, and missing compliance disclosures. Finance paid media lives in a regulatory minefield; we map it before optimising.
Audience & Intent Segmentation
We segment your target market by wealth tier, investment type, and buyer stage — then map those segments to precise keyword groups and LinkedIn audience layers. A $1M investor has different problems than a $50M institutional client; we target each separately.
Campaign Restructure & Bid Strategy
We rebuild campaigns around intent and compliance — exact match for high-intent keywords, phrase match with strict negative keywords for problem-based searches, and bid strategies anchored to client lifetime value rather than generic CPA targets. Finance needs precision bidding, not automation.
Landing Page & Lead Qualification
We audit and optimise landing pages for compliance and conversion — ensuring every page matches the keyword intent, includes required disclosures, and has qualification questions that separate tire-kickers from serious prospects. A compliant landing page that qualifies leads is worth 10x the clicks.
Monthly Performance & Compliance Reporting
We deliver monthly dashboards tracking cost per qualified lead, conversion rate by segment, compliance status, and regulatory risk exposure — with clear recommendations on budget allocation by intent tier and audience segment. Every report includes what to scale and what to pause.
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 New York finance & fintech brand
The median finance & fintech client after 6 months
See how your financial services firm's paid media performance compares to top performers in New York — with exact CPC benchmarks, compliance structures, and ROAS targets we see across our New York finance portfolio.
Median result across 12 finance & fintech Paid Marketing case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“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
“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
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How much should a New York financial services firm spend on paid ads monthly?
A meaningful paid media programme for finance starts at $4,000–$7,000/month ad spend. Below that, machine learning can't gather enough data to optimise lead quality. Most of our New York finance clients scale to $12k–$35k/month within 6 months as cost per lead improves and client lifetime value becomes clear.
Is Google Search or LinkedIn better for financial services in New York?
Both serve different roles. Google Search captures existing demand — people actively searching for financial solutions. LinkedIn reaches decision-makers before they search — targeting wealth managers, CFOs, business owners by title and company. Top-performing New York finance firms use both, typically allocating 55% to Google and 40% to LinkedIn, adjusting based on client type and sales cycle length.
What compliance requirements exist for financial services ads in New York?
Financial services ads in New York must comply with SEC, FINRA, and New York Department of Financial Services regulations — including required disclosures, approval of marketing materials, restrictions on guaranteed returns claims, and proper licensing display. We build compliance into every campaign structure and maintain documentation that satisfies regulatory audits.
How long does it take to see improved lead quality after restructuring campaigns?
Most New York finance clients see measurable cost per lead improvement within 3–4 weeks of campaign restructure. Full impact — with compliance structure locked, intent segments live, and audience refinement complete — typically appears at 2–3 months.
Can you help us reach high-net-worth individuals and accredited investors on paid ads?
Yes — we use LinkedIn account-based targeting combined with Google Search intent signals to reach high-net-worth decision-makers. We also layer wealth estimators and firmographic data to identify individuals most likely to meet accreditation thresholds without running into securities regulations.
FREE · NO COMMITMENT · 48HR TURNAROUND