Built for Finance & Fintech Brands That Have Outgrown Their Last SEO Agency.
Los Angeles's financial services market spans Beverly Hills wealth management, Santa Monica fintech, Downtown institutional finance, and emerging crypto hubs in Silver Lake. Advisors and firms with local SEO authority capture clients worth $2–8M+ in assets under management before their competitors even know they're searching.
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. SEO 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 SEO” phase. They know it works. They want it done properly.
Los Angeles finance & fintech is a different game.
We’ve run SEO here. We know what it takes.
3.2 million Los Angeles residents control $847 billion in investable assets — and 68% search online before choosing a financial advisor
Los Angeles is America's second-largest financial centre by AUM, with 4,200+ registered investment advisors spread across 88 cities. According to local financial search data, 68% of high-net-worth individuals now use Google to research financial advisors before scheduling a consultation — up from 41% in 2021. Wealth management firms with strong local SEO authority acquire clients 2.8x faster than those relying solely on referrals and networking. The market splits across three distinct segments: Beverly Hills/Bel Air ultra-high-net-worth (UHNW) advisors ($500M+ AUM), Santa Monica/Culver City fintech platforms, and Downtown LA institutional and commercial finance. Each has different SEO dynamics.
The 3 places Los Angeles 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.
Competing against large regional firms (Morgan Stanley, Merrill Lynch) for high-net-worth clients across West LA and Santa Monica searching for independent, fee-only advisors
Built 14 specialty pages targeting 'fee-only financial advisor Santa Monica', 'independent financial planner West LA', 'fiduciary advisor retirement planning Los Angeles', plus neighbourhood-specific pages for Santa Monica, Brentwood, Pacific Palisades, and Culver City
— Sarah M.
CFP, Founder, Santa Monica Wealth Partners
Read the full case study →BEFORE → AFTER
Monthly qualified financial planning leads from organic · BEFORE
2
Monthly qualified financial planning leads from organic · AFTER
31
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 SEO has ever made sense to them.
From audit to measurable growth, step by step
Within 10–14 months, you rank in the top 3 for 15–30 high-intent financial searches across Los Angeles neighbourhoods and specialties — consistently generating 18–40 qualified leads per month and $45M–$120M in new AUM.
Los Angeles Finance SEO Audit
We audit your website, Google Business Profile, FINRA/directory presence, and backlink profile against the top 8 competing advisors in Los Angeles.
Technical & Local Foundation
We fix technical barriers — site speed, schema markup (LocalBusiness, Person, Organization), mobile optimisation, citation consistency across 50+ financial directories.
Neighbourhood & Specialty Content Build
We build neighbourhood-specific, specialty-specific, and credential-specific landing pages targeting the exact searches your ideal clients make across Beverly Hills, Santa Monica, Downtown LA, Silver Lake, and Culver City.
Thought Leadership & Authority Building
We secure backlinks from Los Angeles business publications, industry associations, and financial education sites to establish topical authority and beat national competitors.
Lead Attribution & Optimisation
Monthly reporting on rankings, organic traffic, qualified lead volume, and estimated AUM acquired through SEO.
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 Los Angeles finance & fintech brand
The median finance & fintech client after 6 months
See how your financial practice compares to top-ranking advisors and firms across Los Angeles.
Median result across 12 finance & fintech SEO case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“By month three, our main product keyword hit Page 1. By month six, we cut Google Ads spend by 40% because organic was finally doing its job. That's the real test.”
James T.
Founder · Apparel Brand, New York
“The weekly Loom is something no one else offered. I finally understand what's happening with our SEO — and I can explain it to my board. That matters more than I expected.”
Priya K.
CMO · Fashion Retail, $11M revenue
“I've run three agencies through their paces. This is the first one that attributes everything back to revenue. Rankings are vanity. Pipeline is the point.”
David L.
Founder · B2B Services, $8M revenue
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How much does finance SEO cost for a wealth management firm in Los Angeles?
Los Angeles finance SEO retainers typically run $3,400–$8,200/month depending on AUM, specialisation complexity, and competition level. Our packages start at $2,800/month.
Can I rank for 'financial advisor [my neighbourhood]' searches in Los Angeles?
Yes — that's the foundation of our Los Angeles finance SEO strategy. Searches like 'financial advisor Beverly Hills', 'wealth manager Santa Monica', 'CFP Downtown LA' have lower national competition and higher intent. We target 12–18 neighbourhood-specific variations.
How long before we see qualified leads from SEO?
Most Los Angeles finance clients see first qualified leads within 70–100 days. Meaningful volume (15+ leads/month) takes 8–11 months to reach.
Do you work with solo advisors or only large firms?
Both — we specialise in firms with $100M–$1B+ AUM. Solo advisors and small teams often see the fastest ROI because they face less name-brand competition.
How important are client reviews and testimonials for finance SEO?
Critical. Advisors in the local pack top 3 average 64 reviews with 4.9+ ratings. We help set up compliant review campaigns that boost both ranking and conversion.
FREE · NO COMMITMENT · 48HR TURNAROUND
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