Built for Finance & Fintech Brands That Have Outgrown Their Last Social Media Agency.
New York fintech companies are losing qualified leads to generic posts. We build communities that convert—within regulatory guardrails.
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.
New York finance & fintech is a different game.
We’ve run Social Media here. We know what it takes.
Social media compliance doesn't mean boring content.
New York's finance and fintech sector is uniquely competitive: ~230,000 SMBs competing for attention, with Big Banks and VC-backed startups dominating traditional channels. Social media has become the primary discovery channel for financial advice, yet 68% of New York finance businesses use templated, undifferentiated content. Regulation (FINRA, SEC, state banking rules) creates friction—but also opportunity. Agencies that understand compliance-first social strategy win market share. Local search visibility for 'financial advisor near me' and 'crypto education NYC' remains largely uncontested.
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.
Despite strong credentials, the firm ranked nowhere for local wealth management searches. Their LinkedIn had 40 followers; their Instagram was dormant. Compliance concerns meant they posted sporadically—no strategy, no consistency. Younger high-net-worth prospects were going to Wealthfront and Betterment instead.
Built a FINRA-compliant content framework allowing the advisor to share market insights, client philosophies, and educational content without legal friction.
— Michael R.
Managing Director, Wealth Advisory
Read the full case study →BEFORE → AFTER
Monthly qualified leads · BEFORE
1–2
Monthly qualified leads · AFTER
7–9
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 6 months, you'll have a thriving social media presence that builds qualified leads, establishes you as a trusted voice in New York's finance market, and generates predictable revenue—all while staying fully compliant. Your monthly lead volume increases 3–5x, your cost per lead drops 40–60%, and your team spends less time on marketing execution and more time on client relationships.
Audit & Compliance Blueprint
We analyze your current social presence, regulatory exposure, and competitor differentiation. We build a custom compliance framework tailored to your business model—whether you're a registered investment advisor, fintech platform, or wealth management firm. This ensures every piece of content we create is audit-proof.
Audience & Voice Definition
We identify your ideal client persona specific to New York's financial landscape—whether that's high-net-worth individuals in Midtown, small business owners in the Flatiron District, or millennial crypto investors across Brooklyn. We develop a distinct brand voice that builds trust and differentiates you from Big Banks.
Content Calendar & Storytelling Strategy
We create a 90-day content calendar mixing educational posts, client success stories (anonymized, compliant), market insights, and community engagement. Each post is designed to rank locally for your niche while building authority. We prioritize LinkedIn for B2B, Instagram Reels for narrative, and TikTok for fintech education.
Community Building & Lead Capture
We launch a targeted engagement strategy: responding to comments within 2 hours, hosting LinkedIn Spaces and Instagram Lives for financial education, and running compliant lead magnets (e.g., '5 Mistakes NYC Business Owners Make with Tax Planning'). We set up CRM integration to track every lead.
Measurement, Iteration & Scaling
We provide weekly reports showing engagement rate, lead volume, cost per lead, and compliance metrics. We A/B test content, refine messaging, and scale what works. Monthly strategy calls ensure we're adapting to market trends and regulatory changes.
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
Get a 28-page guide showing you exactly how to build a compliant, high-performing social strategy without legal risk. Includes templates, compliance frameworks, and the 90-day calendar used by top finance firms in New York.
Median result across 12 finance & fintech Social Media case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“Instagram was an afterthought. It's now our second-highest revenue channel after word-of-mouth. I didn't think social could actually drive B2C revenue at this scale.”
Ben H.
CEO · Retail Brand, $7M revenue
“The content calendar process changed how our whole team thinks about marketing. We're telling a story now — not just filling a grid to look active.”
Cora M.
Brand Director · Lifestyle Brand
“They mapped our content to every stage of the buyer journey. That sounds basic — but nobody had done it for us before. The results were immediate.”
Raj S.
Founder · E-commerce Brand, $3M revenue
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How is social media marketing compliant for finance & fintech?
Compliance comes down to three things: (1) clearly labeling who you are, (2) not making claims you can't back up, and (3) documenting everything. We build a governance framework specific to your business model—whether you're a registered advisor, a fintech platform, or a broker. Every post is pre-approved. Every claim is sourced. Your compliance team will love us.
We already have an in-house social media person. Why hire an agency?
In-house teams are stretched thin. They handle operations, customer service, and social—all part-time. They lack specialized knowledge in finance compliance and community strategy. They can't benchmark against industry leaders. We're laser-focused on one thing: building your social presence into a lead-generating machine. Your in-house person becomes a partner, not the bottleneck.
How much will this cost us?
Our retainer range for finance & fintech clients is $3,000–$20,000/month, depending on scope. Most New York finance SMBs start at $6,500–$8,500/month (full social management, content creation, community building, reporting). We typically see ROI break-even within 8–12 weeks and positive 3:1+ ROI by month 6. Let's talk about your specific goals; we'll structure a package that works.
What if we're new to social media? Can you handle everything?
Absolutely. We've worked with firms that had zero social presence. We audit your competitive landscape, define your brand voice, set up your accounts, handle all content creation and posting, manage community engagement, and deliver weekly reports. You literally don't have to think about it. We own the strategy and execution.
How long until we see results?
Week 1–4: You'll see improved posting consistency, compliance confidence, and growing community engagement. Month 2–3: First qualified leads arrive. Month 4–6: Measurable lead volume growth and cost-per-lead improvement. Most clients see 2–3x lead growth by month 6, with cost per lead dropping 40–60% versus prior paid-only strategies.
FREE · NO COMMITMENT · 48HR TURNAROUND