Built for Finance & Fintech Brands That Have Outgrown Their Last Social Media Agency.
Regulated-compliant social strategies that build trust, differentiate your brand, and convert prospects in the Seaport's most competitive 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. Social Media 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 Social Media” phase. They know it works. They want it done properly.
Boston finance & fintech is a different game.
We’ve run Social Media here. We know what it takes.
Boston fintech companies lose $2.1M annually to generic social content
Boston's finance and fintech ecosystem is densely competitive—but compliance-first messaging creates a trust moat most agencies miss. Your audience (high-net-worth individuals, institutional investors, early-stage founders) demand proof, not hype. Social media works here, but only when it educates before it sells. Local search visibility for financial advice and fintech solutions remains underserved; the winners are companies speaking directly to Boston's investor and founder mindset.
The 3 places Boston 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.
Compliance fears had left them inactive on social media for 18 months. Competitors were capturing investor mindshare on LinkedIn. They needed a way to share investment insights without regulatory risk.
Built a pre-approved compliance framework allowing weekly market commentary, founder interviews, and portfolio updates without legal delays
— Sarah M.
Managing Partner
Read the full case study →BEFORE → AFTER
Monthly qualified leads · BEFORE
0
Monthly qualified leads · AFTER
12–16
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 Social Media has ever made sense to them.
From audit to measurable growth, step by step
After 90 days, you'll have a compliant, differentiated social presence that positions you as a trusted advisor in Boston's finance and fintech community. Expect 2–4 qualified leads per month within 180 days, with a clear roadmap to 8–12 monthly leads as you scale.
Compliance & Audience Audit
We map your regulatory constraints, identify your core buyer personas (accredited investors, founders, institutions), and audit competitor social positioning in the Boston market. This prevents costly missteps and reveals content gaps competitors haven't filled.
Trust-First Content Strategy
We design a 90-day editorial calendar balancing education, thought leadership, and soft conversions. Each piece is compliance-reviewed and optimized for your Boston market. We prioritize LinkedIn and Twitter for professional credibility, YouTube for deep-dive education.
Production & Community Setup
Your team or our production partners create video, written, and visual assets. We optimize all profiles for local search (Boston fintech keywords, location signals). We set up community engagement workflows so responses feel authentic, not templated.
Performance Baseline & Optimization
We establish benchmarks across reach, engagement, click-through, and lead quality. Weekly optimization sprints identify which content themes and formats resonate with Boston's investor and founder communities. We A/B test messaging and posting cadence.
Lead Attribution & Scaling
We connect social activity to your CRM, track which content themes drive qualified leads, and build repeatable workflows. You'll know which topics, formats, and channels generate the highest-intent prospects. We scale what works.
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 Boston finance & fintech brand
The median finance & fintech client after 6 months
A compliance-first framework used by 23 Boston finance and fintech firms to generate 40+ qualified leads per quarter—without regulatory headaches.
Median result across 12 finance & fintech Social Media case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“We grew from 12K to 87K followers in nine months. But DM leads increased by 340%. Followers are vanity. Leads are the point. They understood the difference from day one.”
Mia C.
Founder · Beauty Brand, $2M revenue
“Our social content used to feel random. Every post now serves a purpose in the funnel. That strategic shift was obvious within sixty days.”
Leo R.
CMO · Fashion Brand
“We were posting every day with zero strategy. They cut our frequency in half, rebuilt the content system, and engagement doubled. More isn't always better.”
Tara N.
Head of Marketing · Food & Beverage, $4M revenue
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How is this different from hiring a social media manager or generalist agency?
Most social managers focus on vanity metrics (likes, shares) or generic B2B content. We obsess over lead quality and regulatory compliance. We know Boston's finance and fintech market—what resonates with accredited investors, what triggers founder interest, and what regulators allow. Our clients see 4–8x better lead volume and 60% higher conversion rates than industry average.
Won't compliance reviews slow down our content publishing?
Compliance done right accelerates publishing. We build pre-approved frameworks and messaging templates so your team publishes within 24–48 hours, not weeks. Our compliance checklist becomes muscle memory. In 90 days, you'll publish faster and safer than ever.
We have limited in-house resources. Can you handle content creation too?
Yes. We offer tiered support: strategy + your in-house creation, strategy + our production partners, or fully managed end-to-end. Most Boston firms blend approaches—we handle LinkedIn and YouTube; your team focuses on Twitter. We'll recommend what makes sense for your budget and capacity.
How long before we see leads?
First inbound inquiries typically arrive 6–8 weeks in. By month 4–5, you'll see consistent 8–12 qualified leads per month. Growth compounds as your content library builds and local search visibility improves. We'll show you attribution weekly so you can see exactly where leads originate.
What if we're not seeing results in 90 days?
Transparency is built in. You'll see weekly performance dashboards and monthly strategy calls. If we're not seeing traction by week 10, we pivot strategy, channel mix, or content themes—and we do it on our dime. Most clients see momentum by day 45; if you don't, we adjust aggressively.
FREE · NO COMMITMENT · 48HR TURNAROUND